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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1226
Bare Financial Services
Pennsylvania
$6.99K +$691 +2 +11%
ABWM
1227
Alpine Bank Wealth Management
Colorado
$6.64K +$6.56K +19 New
WOC
1228
West Oak Capital
California
$6.3K – – –
BI
1229
Binnacle Investments
Iowa
$6.29K – – –
RS
1230
Rakuten Securities
Japan
$6.29K +$2.76K +8 +80%
AW
1231
Avion Wealth
Texas
$6K +$691 +2 +12%
MFT
1232
Moisand Fitzgerald Tamayo
Florida
$5.94K – – –
MAM
1233
Marquette Asset Management
Minnesota
$5.94K +$5.87K +17 New
MSWM
1234
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K – – –
SC
1235
Solstein Capital
California
$5.59K – – –
DWM
1236
Dogwood Wealth Management
Kansas
$5.59K +$691 +2 +14%
IW
1237
Imprint Wealth
South Carolina
$5.59K +$5.53K +16 New
CCM
1238
Cloud Capital Management
Washington
$5K +$5.53K +16 New
SN
1239
Sittner & Nelson
Oregon
$4.89K – – –
AWM
1240
Abound Wealth Management
Tennessee
$4.88K +$345 +1 +8%
AP
1241
Aspect Partners
Virginia
$4.54K +$3.8K +11 +550%
FG
1242
Fairman Group
Pennsylvania
$4.19K – – –
JGIA
1243
Jackson Grant Investment Advisers
Connecticut
$4.19K – – –
TIM
1244
Tortoise Investment Management
New York
$4.19K +$691 +2 +20%
PWMG
1245
Private Wealth Management Group
New Jersey
$3.85K – – –
MWA
1246
Medallion Wealth Advisors
Connecticut
$3.64K – – –
TWD
1247
True Wealth Design
Ohio
$3.5K – – –
GA
1248
Guerra Advisors
Florida
$3.5K +$3.45K +10 New
RF
1249
Rossby Financial
Florida
$3.49K – – –
DF
1250
Dunhill Financial
United Kingdom
$3.46K +$345 +1 +11%
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