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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1201
WPG Advisers
Maryland
$13.3K -$1.04K -3 -7%
CAL
1202
Capital Advisors Ltd
Ohio
$13K – – –
PAG
1203
Paladin Advisory Group
Iowa
$12.9K – – –
BWL
1204
Bogart Wealth LLC
Virginia
$12.6K +$345 +1 +3%
EP
1205
Essential Partners
California
$12.6K +$11.4K +33 +1,100%
AA
1206
Addison Advisors
Vermont
$11.5K +$7.25K +21 +175%
WA
1207
Westfuller Advisors
New York
$11K +$11.1K +32 New
RWM
1208
Raffa Wealth Management
District of Columbia
$10.8K +$2.07K +6 +24%
GWP
1209
Gen-Wealth Partners
Michigan
$10.5K – – –
CFS
1210
Compass Financial Services
Iowa
$10.5K – – –
CLOS
1211
Compagnie Lombard Odier SCmA
Switzerland
$10.1K +$10K +29 New
HFM
1212
Harvest Fund Management
China
$10K -$69.8K -202 -88%
MEG
1213
Millstone Evans Group
Colorado
$9.79K – – –
UCB
1214
United Community Bank
South Carolina
$9.44K +$1.73K +5 +23%
HHMI
1215
Howard Hughes Medical Institute
Maryland
$8.39K – – –
SIS
1216
Sound Income Strategies
Florida
$8.23K -$135K -390 -94%
HIA
1217
Harbor Investment Advisory
Maryland
$7.69K – – –
CFD
1218
Creative Financial Designs
Indiana
$7.35K – – –
CIAS
1219
CBIZ Investment Advisory Services
Ohio
$7.34K +$2.42K +7 +50%
CAL
1220
Capital Analysts LLC
Pennsylvania
$7K – – –
OAJ
1221
Ogorek Anthony Joseph
New York
$7K +$345 +1 +5%
JWM
1222
JPL Wealth Management
Colorado
$6.99K +$6.91K +20 New
BWAM
1223
Boyd Watterson Asset Management
Ohio
$6.99K – – –
CCM
1224
Chilton Capital Management
Texas
$6.99K – – –
BFS
1225
Bare Financial Services
Pennsylvania
$6.99K +$691 +2 +11%
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