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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1251
WhitTier Trust Company
Nevada
$205K -$51.8K -119 -21%
AWMG
1252
Alliance Wealth Management Group
New Jersey
$204K +$180K +413 New
TCM
1253
Towercrest Capital Management
Pennsylvania
$204K +$180K +413 New
PTP
1254
Platform Technology Partners
New York
$203K +$178K +410 New
RMC
1255
Ring Mountain Capital
California
$203K +$178K +410 New
MWM
1256
Modern Wealth Management
Kansas
$202K +$178K +409 New
DWP
1257
Destiny Wealth Partners
Florida
$202K +$183K +421 New
PCMC
1258
Paragon Capital Management (Colorado)
Colorado
$202K +$177K +408 New
BAG
1259
Bridgewealth Advisory Group
California
$202K +$177K +408 New
LEFP
1260
Leading Edge Financial Planning
Tennessee
$201K +$177K +406 New
SR
1261
Swiss Re
Switzerland
$201K +$177K +406 New
IF
1262
Intrua Financial
Texas
$201K +$176K +405 New
EA
1263
Everpar Advisors
Oklahoma
$201K +$176K +405 New
PA
1264
PFG Advisors
Arizona
$201K +$176K +405 New
ECM
1265
Estabrook Capital Management
New York
$198K – – –
TIM
1266
Thompson Investment Management
Wisconsin
$198K – – –
CSPIA
1267
Cary Street Partners Investment Advisory
Virginia
$198K +$40.5K +93 +30%
VNA
1268
Valley National Advisers
Pennsylvania
$198K – – –
IAAG
1269
Innovative Asset Advisors Group
Connecticut
$195K +$870 +2 +0.5%
TCOT
1270
Trust Company of Toledo
Ohio
$188K – – –
CBT
1271
Crews Bank & Trust
Florida
$185K – – –
NWM
1272
Navigoe Wealth Management
California
$176K +$1.3K +3 +0.8%
CFO
1273
CVA Family Office
Colorado
$176K +$3.92K +9 +3%
IFWM
1274
Institute for Wealth Management
Colorado
$171K +$151K +346 New
CH
1275
Cromwell Holdings
Wyoming
$171K +$6.53K +15 +5%
49 50
51
52 53