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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1201
Halbert Hargrove Global Advisors
California
$13.3K +$13.1K +38 New
WA
1202
WPG Advisers
Maryland
$13.3K -$1.04K -3 -7%
CAL
1203
Capital Advisors Ltd
Ohio
$13K – – –
PAG
1204
Paladin Advisory Group
Iowa
$12.9K – – –
BWL
1205
Bogart Wealth LLC
Virginia
$12.6K +$345 +1 +3%
EP
1206
Essential Partners
California
$12.6K +$11.4K +33 +1,100%
AA
1207
Addison Advisors
Vermont
$11.5K +$7.25K +21 +175%
WA
1208
Westfuller Advisors
New York
$11K +$11.1K +32 New
RWM
1209
Raffa Wealth Management
District of Columbia
$10.8K +$2.07K +6 +24%
GWP
1210
Gen-Wealth Partners
Michigan
$10.5K – – –
CFS
1211
Compass Financial Services
Iowa
$10.5K – – –
CLOS
1212
Compagnie Lombard Odier SCmA
Switzerland
$10.1K +$10K +29 New
HFM
1213
Harvest Fund Management
China
$10K -$69.8K -202 -88%
MEG
1214
Millstone Evans Group
Colorado
$9.79K – – –
UCB
1215
United Community Bank
South Carolina
$9.44K +$1.73K +5 +23%
HHMI
1216
Howard Hughes Medical Institute
Maryland
$8.39K – – –
SIS
1217
Sound Income Strategies
Florida
$8.23K -$135K -390 -94%
HIA
1218
Harbor Investment Advisory
Maryland
$7.69K – – –
CFD
1219
Creative Financial Designs
Indiana
$7.35K – – –
CIAS
1220
CBIZ Investment Advisory Services
Ohio
$7.34K +$2.42K +7 +50%
CAL
1221
Capital Analysts LLC
Pennsylvania
$7K – – –
OAJ
1222
Ogorek Anthony Joseph
New York
$7K +$345 +1 +5%
JWM
1223
JPL Wealth Management
Colorado
$6.99K +$6.91K +20 New
BWAM
1224
Boyd Watterson Asset Management
Ohio
$6.99K – – –
CCM
1225
Chilton Capital Management
Texas
$6.99K – – –
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