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Rockwell Automation

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1301
Seneschal Advisors
Washington
$15.1K – – –
NEWAS
1302
N.E.W. Advisory Services
Wisconsin
$14.8K – – –
OCM
1303
Orion Capital Management
California
$14.6K – – –
SL
1304
Salomon & Ludwin
Virginia
$14.6K – – –
CAL
1305
Capital Advisors Ltd
Ohio
$14K – – –
TGY2IT
1306
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$14K +$15.4K +39 New
PAG
1307
Paladin Advisory Group
Iowa
$13.3K – – –
CB
1308
CNB Bank
Pennsylvania
$12.9K – – –
Vanguard National Trust
1309
Vanguard National Trust
Pennsylvania
$12.9K +$14.2K +36 New
JGCM
1310
Joseph Group Capital Management
Ohio
$12.6K +$1.97K +5 +17%
SIC
1311
Salem Investment Counselors
North Carolina
$12.2K +$13.4K +34 New
RWM
1312
Raffa Wealth Management
District of Columbia
$11.1K – – –
GWP
1313
Gen-Wealth Partners
Michigan
$10.8K – – –
VERPA
1314
Virginia Estate & Retirement Planning Advisors
Virginia
$10.4K +$11.4K +29 New
GCM
1315
Gunpowder Capital Management
Maryland
$10.4K – – –
HFM
1316
Harvest Fund Management
China
$10K – – –
WA
1317
Westfuller Advisors
New York
$9.93K -$789 -2 -7%
TCM
1318
Triumph Capital Management
Colorado
$9.85K +$3.95K +10 +59%
UCB
1319
United Community Bank
South Carolina
$9.69K – – –
NL
1320
NorthAvenue LLC
Ohio
$9.33K – – –
JWM
1321
JPL Wealth Management
Colorado
$8.97K +$9.87K +25 New
MAM
1322
Marquette Asset Management
Minnesota
$8.97K -$5.13K -13 -34%
BFS
1323
Bare Financial Services
Pennsylvania
$8.97K +$1.58K +4 +19%
DWM
1324
Dogwood Wealth Management
Kansas
$7.89K +$1.97K +5 +29%
TCM
1325
TD Capital Management
Tennessee
$7.56K -$25.6K -65 -76%