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Roper Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WMS Partners
Maryland
$832K +$82.8K +228 +11%
SGI
502
Summit Global Investments
Utah
$828K +$14.5K +40 +2%
FUBT
503
First United Bank & Trust
Maryland
$824K -$5.45K -15 -0.6%
WAS
504
Winch Advisory Services
Wisconsin
$801K +$29.1K +80 +4%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$799K +$36.3K +100 +5%
CA
506
Cambridge Advisors
Nebraska
$792K -$25.4K -70 -3%
MFG
507
MidWestOne Financial Group
Iowa
$788K -$356K -980 -31%
MC
508
Moors & Cabot
Massachusetts
$786K -$14.5K -40 -2%
NFG
509
Nations Financial Group
Iowa
$785K +$846K +2,329 New
WCM
510
Windward Capital Management
California
$781K -$22.2K -61 -3%
LFS
511
Legacy Financial Strategies
Kansas
$778K +$43.9K +121 +5%
N
512
Natixis
France
$768K +$783K +2,155 New
LSA
513
L & S Advisors
California
$767K +$165K +455 +27%
GIA
514
Gateway Investment Advisers
Ohio
$763K -$1.08M -2,982 -58%
GCP
515
GSA Capital Partners
United Kingdom
$761K +$354K +976 +84%
WB
516
Webster Bank
Connecticut
$729K – – –
TEC
517
Tiger Eye Capital
Tennessee
$727K -$12.2M -33,486 -94%
QI
518
Qtron Investments
Massachusetts
$726K – – –
CCP
519
Corient Capital Partners
California
$721K +$87.5K +241 +14%
SB
520
Simmons Bank
Arkansas
$717K +$4K +11 +0.6%
RA
521
Rational Advisors
New York
$711K +$45K +124 +7%
Creative Planning
522
Creative Planning
Kansas
$703K +$70.5K +194 +11%
SAM
523
Strategy Asset Managers
California
$695K -$92.6K -255 -12%
ACM
524
Alethea Capital Management
Washington
$694K +$706K +1,945 New
FHA
525
First Horizon Advisors
Tennessee
$693K -$130K -357 -16%