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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1326
NorthAvenue LLC
Ohio
$10.1K +$9.77K +26 New
SWM
1327
SHP Wealth Management
Massachusetts
$10.1K +$9.77K +26 New
SIC
1328
SJS Investment Consulting
Ohio
$9.34K +$6.77K +18 +300%
HHMI
1329
Howard Hughes Medical Institute
Maryland
$9.34K – – –
CPG
1330
Cornerstone Planning Group
New Jersey
$9.13K -$1.5K -4 -15%
CAL
1331
Capital Analysts LLC
Pennsylvania
$9K – – –
AA
1332
Addison Advisors
Vermont
$8.95K -$3.76K -10 -30%
HIA
1333
Harbor Investment Advisory
Maryland
$8.56K – – –
CCM
1334
Chilton Capital Management
Texas
$8.56K +$752 +2 +10%
CFD
1335
Creative Financial Designs
Indiana
$8.18K – – –
BFS
1336
Bare Financial Services
Pennsylvania
$8.17K +$376 +1 +5%
OAJ
1337
Ogorek Anthony Joseph
New York
$8K – – –
IIM
1338
IFC & Insurance Marketing
California
$8K +$7.52K +20 New
MSWM
1339
Mowery & Schoenfeld Wealth Management
Illinois
$7.78K +$1.5K +4 +25%
EWP
1340
Elevation Wealth Partners
California
$7.78K +$5.26K +14 +233%
BWAM
1341
Boyd Watterson Asset Management
Ohio
$7.78K – – –
JSAM
1342
J. Safra Asset Management
New York
$7.78K +$7.52K +20 New
AW
1343
Avion Wealth
Texas
$7K +$376 +1 +5%
TCM
1344
Triumph Capital Management
Colorado
$6.76K +$6.39K +17 New
DWM
1345
Dogwood Wealth Management
Kansas
$6.61K +$376 +1 +6%
SC
1346
Solstein Capital
California
$6.22K – – –
BGA
1347
Battery Global Advisors
Massachusetts
$6.22K -$204K -543 -91%
SWA
1348
Strategic Wealth Advisors
Arizona
$6K +$6.39K +17 New
AWM
1349
Abound Wealth Management
Tennessee
$5.84K +$376 +1 +7%
CIAS
1350
CBIZ Investment Advisory Services
Ohio
$5.45K -$2.63K -7 -33%
52 53
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55 56