We are live on ! Find out more
ROK icon

Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1276
Thompson Investment Management
Wisconsin
$198K – – –
CSPIA
1277
Cary Street Partners Investment Advisory
Virginia
$198K +$40.5K +93 +30%
VNA
1278
Valley National Advisers
Pennsylvania
$198K – – –
IAAG
1279
Innovative Asset Advisors Group
Connecticut
$195K +$870 +2 +0.5%
TCOT
1280
Trust Company of Toledo
Ohio
$188K – – –
CBT
1281
Crews Bank & Trust
Florida
$185K – – –
NWM
1282
Navigoe Wealth Management
California
$176K +$1.3K +3 +0.8%
CFO
1283
CVA Family Office
Colorado
$176K +$3.92K +9 +3%
IFWM
1284
Institute for Wealth Management
Colorado
$171K +$151K +346 New
CH
1285
Cromwell Holdings
Wyoming
$171K +$6.53K +15 +5%
HWA
1286
HHM Wealth Advisors
Tennessee
$168K – – –
SWM
1287
SHP Wealth Management
Massachusetts
$167K +$127K +292 +635%
DJSG
1288
D.J. St. Germain
Massachusetts
$166K -$2.61K -6 -2%
T
1289
TOBAM
France
$162K -$183K -421 -56%
MMCM
1290
Murphy & Mullick Capital Management
New York
$161K – – –
KFAS
1291
Keating Financial Advisory Services
Kansas
$159K +$10.9K +25 +8%
MAM
1292
Morse Asset Management
Connecticut
$157K +$116K +267 +534%
CA
1293
Continuum Advisory
Idaho
$156K +$137K +315 New
NRG
1294
Nemes Rush Group
Michigan
$154K – – –
OL
1295
OneFund LLC
Florida
$151K -$1.74K -4 -1%
OC
1296
Oakworth Capital
Alabama
$150K – – –
Cohen & Steers
1297
Cohen & Steers
New York
$149K – – –
DRP
1298
Decker Retirement Planning
Utah
$149K +$131K +300 New
AA
1299
Addison Advisors
Vermont
$144K -$3.48K -8 -3%
1IA
1300
1620 Investment Advisors
Massachusetts
$142K – – –