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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1251
Caldwell Sutter Capital
California
$3.15K – – –
PA
1252
Pineridge Advisors
Missouri
$3.15K – – –
BHWM
1253
Beaird Harris Wealth Management
Texas
$3.15K +$3.11K +9 New
SC
1254
Sawyer & Company
Massachusetts
$3K – – –
PP
1255
PFS Partners
New Jersey
$2.8K +$2.76K +8 New
CAC
1256
Core Alternative Capital
Georgia
$2.8K – – –
BHWM
1257
Bay Harbor Wealth Management
Maryland
$2.8K +$691 +2 +33%
AIM
1258
Anchor Investment Management
South Carolina
$2.45K – – –
HCM
1259
Hollencrest Capital Management
California
$2.45K – – –
PC
1260
Promus Capital
Illinois
$2.45K – – –
RWM
1261
Rialto Wealth Management
New York
$2.45K – – –
APM
1262
Advanced Portfolio Management
New York
$2.45K +$2.42K +7 New
CC
1263
Corsicana & Co
Texas
$2.45K +$2.42K +7 New
GFWA
1264
Grey Fox Wealth Advisors
Delaware
$2.45K +$2.42K +7 New
HWA
1265
Heartwood Wealth Advisors
Virginia
$2.45K +$2.42K +7 New
NWM
1266
Nova Wealth Management
Florida
$2.39K -$345 -1 -13%
WWM
1267
Wolff Wiese Magana
California
$2.1K -$15.5K -45 -88%
SIC
1268
SJS Investment Consulting
Ohio
$2.1K -$345 -1 -14%
TCA
1269
Trifecta Capital Advisors
Illinois
$2.1K – – –
KG
1270
Kilter Group
New York
$2.1K +$345 +1 +20%
EWP
1271
Elevation Wealth Partners
California
$2.1K +$2.07K +6 New
HWP
1272
Highline Wealth Partners
California
$2.1K +$345 +1 +20%
TCB
1273
Texas Capital Bancshares
Texas
$2.1K +$2.07K +6 New
CMP
1274
Coston McIsaac & Partners
Maine
$2K +$2.07K +6 New
CIA
1275
Cape Investment Advisory
Georgia
$1.75K – – –
49 50
51
52 53