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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1201
Bare Financial Services
Pennsylvania
$5.98K +$3.7K +13 +260%
MFT
1202
Moisand Fitzgerald Tamayo
Florida
$5.65K – – –
SVCP
1203
Silicon Valley Capital Partners
California
$5.65K +$4.84K +17 New
SO
1204
Sierra Ocean
California
$5.34K -$21.9K -77 -83%
MSWM
1205
Mowery & Schoenfeld Wealth Management
Illinois
$5.32K – – –
SC
1206
Solstein Capital
California
$5.32K +$4.56K +16 New
TSMHT
1207
Thurston Springer Miller Herd & Titak
Indiana
$5.31K – – –
AW
1208
Avion Wealth
Texas
$5K +$285 +1 +6%
MAM
1209
Meeder Asset Management
Ohio
$4.98K -$8.26K -29 -66%
SC
1210
Sawyer & Company
Massachusetts
$4.95K +$2.85K +10 New
DWM
1211
Dogwood Wealth Management
Kansas
$4.73K +$1.99K +7 +100%
SN
1212
Sittner & Nelson
Oregon
$4.65K – – –
CIAS
1213
CBIZ Investment Advisory Services
Ohio
$4.65K +$2.85K +10 +250%
AWM
1214
Abound Wealth Management
Tennessee
$4.33K – – –
RI
1215
Ridgewood Investments
New Jersey
$4.15K – – –
HFS
1216
Hantz Financial Services
Michigan
$4K +$1.99K +7 +140%
S
1217
Sachetta
Massachusetts
$3.99K -$30.2K -106 -90%
AA
1218
Addison Advisors
Vermont
$3.99K +$3.42K +12 New
FG
1219
Fairman Group
Pennsylvania
$3.99K – – –
JGIA
1220
Jackson Grant Investment Advisers
Connecticut
$3.99K – – –
PWMG
1221
Private Wealth Management Group
New Jersey
$3.65K -$2.28K -8 -42%
MWA
1222
Medallion Wealth Advisors
Connecticut
$3.51K – – –
RF
1223
Rossby Financial
Florida
$3.32K – – –
TWD
1224
True Wealth Design
Ohio
$3.32K – – –
TIM
1225
Tortoise Investment Management
New York
$3.32K +$1.14K +4 +67%
47 48
49
50 51