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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1176
Heritage Wealth Management (Ohio)
Ohio
$260K +$229K +526 New
RMAM
1177
Raab & Moskowitz Asset Management
New Jersey
$260K +$228K +525 New
WIC
1178
Woodmont Investment Counsel
Tennessee
$259K +$228K +524 New
SAM
1179
Simplify Asset Management
Nevada
$257K -$20.9K -48 -8%
CWA
1180
Crux Wealth Advisors
California
$256K +$225K +517 New
PAM
1181
PCG Asset Management
New Jersey
$253K +$223K +512 New
GKWIM
1182
Gerber Kawasaki Wealth & Investment Management
California
$253K -$21.3K -49 -9%
AWM
1183
Accurate Wealth Management
Florida
$251K +$8.27K +19 +4%
MFA
1184
McClarren Financial Advisors
Pennsylvania
$250K +$220K +505 New
FCM
1185
Fourpath Capital Management
Oklahoma
$250K +$219K +504 New
WPIC
1186
White Pine Investment Company
Michigan
$248K +$218K +500 New
SFC
1187
Strategic Financial Concepts
Texas
$248K -$129K -296 -37%
BC
1188
BDFS Capital
Delaware
$248K +$218K +500 New
DIA
1189
Dana Investment Advisors
Wisconsin
$248K +$218K +500 New
PHWA
1190
Petersen Hastings Wealth Advisors
Washington
$248K +$218K +500 New
TIM
1191
Tevis Investment Management
Texas
$248K +$218K +500 New
PTCG
1192
Pring Turner Capital Group
California
$247K – – –
SAG
1193
SageView Advisory Group
California
$247K +$217K +499 New
AF
1194
Advisornet Financial
Minnesota
$247K -$4.79K -11 -2%
SCTC
1195
Sanibel Captiva Trust Company
Florida
$247K +$217K +498 New
TNA
1196
True North Advisors
Texas
$245K -$101K -233 -32%
WC
1197
Wynn Capital
Georgia
$245K +$215K +495 New
AFM
1198
Aspetuck Financial Management
Connecticut
$244K +$214K +492 New
LAM
1199
Lotus Asset Management
Tennessee
$243K +$214K +491 New
SWA
1200
SFMG Wealth Advisors
Texas
$243K +$214K +491 New
46 47
48
49 50