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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1126
Forum Financial Management
Illinois
– -$337K -967 Closed
OWA
1127
Outlook Wealth Advisors
Texas
– -$328K -940 Closed
PTP
1128
Platform Technology Partners
New York
– -$324K -928 Closed
ESCM
1129
Echo Street Capital Management
New York
– -$317K -910 Closed
BWFA
1130
Baltimore-Washington Financial Advisors
Maryland
– -$284K -815 Closed
EN1L
1131
Engine No 1 LLC
California
– -$277K -793 Closed
1WA
1132
180 Wealth Advisors
Washington
– -$249K -791 Closed
BWM
1133
BT Wealth Management
Georgia
– -$271K -778 Closed
EH
1134
Equitable Holdings
New York
– -$266K -762 Closed
AWM
1135
Aries Wealth Management
Maine
– -$256K -733 Closed
CL
1136
Choreo LLC
Illinois
– -$256K -733 Closed
SIM
1137
Sadoff Investment Management
Wisconsin
– -$250K -716 Closed
SAM
1138
Summit Asset Management
Tennessee
– -$246K -706 Closed
ST
1139
Sabal Trust
Florida
– -$246K -705 Closed
WWM
1140
Windsor Wealth Management
Indiana
– -$240K -700 Closed
RCM
1141
RB Capital Management
Nevada
– -$244K -699 Closed
WCP
1142
Welch Capital Partners
New York
– -$243K -696 Closed
GG
1143
Greenwood Gearhart
Arkansas
– -$242K -693 Closed
AI
1144
Accredited Investors
Minnesota
– -$239K -685 Closed
FRM
1145
Fox Run Management
Connecticut
– -$239K -684 Closed
PL
1146
Pluribus Labs
California
– -$231K -662 Closed
WAAG
1147
Wealth Alliance Advisory Group
Kansas
– -$231K -662 Closed
MBTD
1148
Mechanics Bank - Trust Department
California
– -$230K -660 Closed
STB
1149
S&T Bank
Pennsylvania
– -$227K -650 Closed
FANJ
1150
Financial Architects (New Jersey)
New Jersey
– -$226K -649 Closed
44 45
46
47 48