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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1126
Cidel Asset Management
Ontario, Canada
$284K – – –
SFO
1127
Stokes Family Office
Louisiana
$284K -$18.3K -42 -7%
RCM
1128
RB Capital Management
Nevada
$284K +$870 +2 +0.4%
HDIM
1129
Hanson & Doremus Investment Management
Vermont
$282K -$9.14K -21 -4%
SWGC
1130
Summit Wealth Group (Colorado)
Colorado
$282K +$248K +569 New
CGA
1131
Crescent Grove Advisors
Illinois
$281K – – –
BPWM
1132
Badgley Phelps Wealth Managers
Washington
$281K -$100K -231 -29%
MIM
1133
Merrion Investment Management
New Jersey
$280K – – –
BMWM
1134
Brown Miller Wealth Management
Virginia
$280K – – –
SP
1135
Stonebrook Private
Michigan
$279K +$245K +564 New
FMTC
1136
Farmers & Merchants Trust Company
California
$279K -$6.53K -15 -3%
FWP
1137
Falcon Wealth Planning
California
$279K -$13.1K -30 -5%
FA
1138
Fagan Associates
New York
$278K – – –
FIB
1139
First Interstate Bank
Montana
$278K +$244K +561 New
CS
1140
Cannell & Spears
New York
$277K – – –
FWM
1141
Foguth Wealth Management
Michigan
$276K +$11.3K +26 +5%
AWM
1142
Avior Wealth Management
Nebraska
$274K +$241K +554 New
AIP
1143
Almanack Investment Partners
Pennsylvania
$273K +$240K +551 New
MWM
1144
Mission Wealth Management
California
$272K +$239K +550 New
SFG
1145
Seamount Financial Group
Colorado
$272K +$239K +550 New
WWA
1146
Wealth Watch Advisors
Colorado
$272K +$239K +550 New
IIC
1147
Integrated Investment Consultants
Michigan
$271K -$144K -330 -38%
SEIA
1148
Signature Estate & Investment Advisors
California
$271K -$51.8K -119 -18%
CP
1149
Canopy Partners
Ohio
$270K +$238K +546 New
CI
1150
Conning Inc
Connecticut
$270K +$238K +546 New
44 45
46
47 48