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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1326
Millstone Evans Group
Colorado
$10.9K – – –
UCB
1327
United Community Bank
South Carolina
$10.5K – – –
NL
1328
NorthAvenue LLC
Ohio
$10.1K +$9.77K +26 New
SWM
1329
SHP Wealth Management
Massachusetts
$10.1K +$9.77K +26 New
SIC
1330
SJS Investment Consulting
Ohio
$9.34K +$6.77K +18 +300%
HHMI
1331
Howard Hughes Medical Institute
Maryland
$9.34K – – –
CPG
1332
Cornerstone Planning Group
New Jersey
$9.13K -$1.5K -4 -15%
CAL
1333
Capital Analysts LLC
Pennsylvania
$9K – – –
AA
1334
Addison Advisors
Vermont
$8.95K -$3.76K -10 -30%
HIA
1335
Harbor Investment Advisory
Maryland
$8.56K – – –
CCM
1336
Chilton Capital Management
Texas
$8.56K +$752 +2 +10%
CFD
1337
Creative Financial Designs
Indiana
$8.18K – – –
BFS
1338
Bare Financial Services
Pennsylvania
$8.17K +$376 +1 +5%
OAJ
1339
Ogorek Anthony Joseph
New York
$8K – – –
IIM
1340
IFC & Insurance Marketing
California
$8K +$7.52K +20 New
MSWM
1341
Mowery & Schoenfeld Wealth Management
Illinois
$7.78K +$1.5K +4 +25%
EWP
1342
Elevation Wealth Partners
California
$7.78K +$5.26K +14 +233%
BWAM
1343
Boyd Watterson Asset Management
Ohio
$7.78K – – –
JSAM
1344
J. Safra Asset Management
New York
$7.78K +$7.52K +20 New
AW
1345
Avion Wealth
Texas
$7K +$376 +1 +5%
TCM
1346
Triumph Capital Management
Colorado
$6.76K +$6.39K +17 New
DWM
1347
Dogwood Wealth Management
Kansas
$6.61K +$376 +1 +6%
SC
1348
Solstein Capital
California
$6.22K – – –
BGA
1349
Battery Global Advisors
Massachusetts
$6.22K -$204K -543 -91%
SWA
1350
Strategic Wealth Advisors
Arizona
$6K +$6.39K +17 New
52 53
54
55 56