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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1126
Purewater Capital
Texas
$291K -$1.74K -4 -0.7%
CCS
1127
Concentric Capital Strategies
Connecticut
$290K +$255K +586 New
FCP
1128
Fidelis Capital Partners
Florida
$290K +$1.3K +3 +0.5%
TNBTD
1129
Trustmark National Bank Trust Department
Mississippi
$290K +$254K +585 New
UAS
1130
United Asset Strategies
New York
$287K – – –
PW
1131
Paladin Wealth
Minnesota
$287K -$30.9K -71 -11%
SCM
1132
Shelton Capital Management
Colorado
$286K -$13.9K -32 -5%
CAM
1133
Cidel Asset Management
Ontario, Canada
$284K – – –
SFO
1134
Stokes Family Office
Louisiana
$284K -$18.3K -42 -7%
RCM
1135
RB Capital Management
Nevada
$284K +$870 +2 +0.4%
HDIM
1136
Hanson & Doremus Investment Management
Vermont
$282K -$9.14K -21 -4%
SWGC
1137
Summit Wealth Group (Colorado)
Colorado
$282K +$248K +569 New
CGA
1138
Crescent Grove Advisors
Illinois
$281K – – –
BPWM
1139
Badgley Phelps Wealth Managers
Washington
$281K -$100K -231 -29%
MIM
1140
Merrion Investment Management
New Jersey
$280K – – –
PFBT
1141
Parkside Financial Bank & Trust
Missouri
$280K +$435 +1 +0.2%
BMWM
1142
Brown Miller Wealth Management
Virginia
$280K – – –
SP
1143
Stonebrook Private
Michigan
$279K +$245K +564 New
FMTC
1144
Farmers & Merchants Trust Company
California
$279K -$6.53K -15 -3%
FWP
1145
Falcon Wealth Planning
California
$279K -$13.1K -30 -5%
FA
1146
Fagan Associates
New York
$278K – – –
FIB
1147
First Interstate Bank
Montana
$278K +$244K +561 New
CS
1148
Cannell & Spears
New York
$277K – – –
FWM
1149
Foguth Wealth Management
Michigan
$276K +$11.3K +26 +5%
AWM
1150
Avior Wealth Management
Nebraska
$274K +$241K +554 New
44 45
46
47 48