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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1126
Carolinas Wealth Consulting
North Carolina
$2.69K +$1.33K +5 +100%
SGC
1127
Slocum, Gordon & Co
Rhode Island
$2.68K – – –
JFA
1128
JNBA Financial Advisors
Minnesota
$2.42K – – –
CSC
1129
Caldwell Sutter Capital
California
$2.42K – – –
TAM
1130
Tucker Asset Management
Colorado
$2.42K – – –
CAC
1131
Core Alternative Capital
Georgia
$2.15K – – –
MIM
1132
Macroview Investment Management
Maryland
$2.15K – – –
HCM
1133
Hollencrest Capital Management
California
$1.88K – – –
MIA
1134
MeadowBrook Investment Advisors
Michigan
$1.88K +$1.86K +7 New
TCA
1135
Trifecta Capital Advisors
Illinois
$1.61K – – –
RS
1136
Rakuten Securities
Japan
$1.61K +$531 +2 +50%
PIM
1137
Plato Investment Management
Australia
$1.61K -$548K -2,066 -100%
CPA
1138
Capital Performance Advisors
California
$1.57K +$1.59K +6 New
RAM
1139
Riggs Asset Management
Pennsylvania
$1.34K – – –
CIA
1140
Cape Investment Advisory
Georgia
$1.34K +$1.33K +5 New
FW
1141
Fairway Wealth
Ohio
$1.34K +$1.33K +5 New
CJ
1142
Caitlin John
Michigan
$1.2K – – –
TWD
1143
True Wealth Design
Ohio
$1.07K -$13.3K -50 -93%
AP
1144
Aspect Partners
Virginia
$1.07K – – –
GFPC
1145
Global Financial Private Client
Florida
$1.07K – – –
CPG
1146
Cornerstone Planning Group
New Jersey
$1.07K +$796 +3 +300%
CA
1147
Claris Advisors
Missouri
$1.07K +$1.06K +4 New
HFS
1148
Hantz Financial Services
Michigan
$1K – – –
BFPW
1149
BOK Financial Private Wealth
Colorado
$806 +$796 +3 New
HC
1150
Hara Capital
Washington
$805 +$796 +3 New
44 45
46
47 48