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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1226
Tortoise Investment Management
New York
$3.32K +$1.14K +4 +67%
RS
1227
Rakuten Securities
Japan
$3.32K +$1.99K +7 +233%
DWA
1228
Delos Wealth Advisors
Texas
$3.32K +$2.85K +10 New
DF
1229
Dunhill Financial
United Kingdom
$3.29K -$5.7K -20 -69%
CPG
1230
Cornerstone Planning Group
New Jersey
$3.11K – – –
CSC
1231
Caldwell Sutter Capital
California
$2.99K – – –
T
1232
Transce3nd
Texas
$2.99K – – –
PA
1233
Pineridge Advisors
Missouri
$2.99K +$2.56K +9 New
CAC
1234
Core Alternative Capital
Georgia
$2.66K – – –
NWM
1235
Nova Wealth Management
Florida
$2.61K +$1.42K +5 +167%
SIC
1236
SJS Investment Consulting
Ohio
$2.33K -$1.42K -5 -42%
HWA
1237
HHM Wealth Advisors
Tennessee
$2.33K – – –
RWM
1238
Rialto Wealth Management
New York
$2.33K +$1.14K +4 +133%
PWA
1239
Physician Wealth Advisors
Utah
$2.33K +$1.99K +7 New
AIM
1240
Anchor Investment Management
South Carolina
$2.33K – – –
HCM
1241
Hollencrest Capital Management
California
$2.33K – – –
PC
1242
Promus Capital
Illinois
$2.33K – – –
TCA
1243
Trifecta Capital Advisors
Illinois
$1.99K – – –
BHWM
1244
Bay Harbor Wealth Management
Maryland
$1.99K +$855 +3 +100%
SWIM
1245
Smallwood Wealth Investment Management
New Jersey
$1.99K +$1.71K +6 New
HWP
1246
Highline Wealth Partners
California
$1.66K -$570 -2 -29%
CIA
1247
Cape Investment Advisory
Georgia
$1.66K – – –
FW
1248
Fairway Wealth
Ohio
$1.66K – – –
KG
1249
Kilter Group
New York
$1.66K +$1.42K +5 New
DF
1250
DecisionPoint Financial
Arizona
$1.35K +$1.14K +4 New
48 49
50
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