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Roper Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFP Advisors
Florida
$75K
DOA
602
D'Orazio & Associates
Virginia
$73K +$13.8K +50 +24%
WTB
603
Washington Trust Bank
Washington
$70K -$13.8K -50 -17%
GLI
604
Guardian Life Insurance
New York
$66K -$26.5K -96 -29%
PFBT
605
Parkside Financial Bank & Trust
Missouri
$63K +$3.31K +12 +6%
PO
606
Private Ocean
California
$63K +$41.4K +150 +200%
MOS
607
MGO One Seven
Ohio
$62K -$13.5K -49 -18%
APP
608
Avantax Planning Partners
Iowa
$59K +$58.8K +213 New
FGC
609
Financial Gravity Companies
Texas
$58K +$27.6K +100 +83%
CAPTRUST Financial Advisors
610
CAPTRUST Financial Advisors
North Carolina
$58K +$58.2K +211 New
FGAM
611
Financial Gravity Asset Management
Texas
$58K +$60.7K +220 New
PMFA
612
Plante Moran Financial Advisors
Michigan
$57K
FCMT
613
Founders Capital Management (Texas)
Texas
$56K
ADL
614
Asset Dedication LLC
California
$56K +$55.2K +200 New
SIAS
615
Shine Investment Advisory Services
Colorado
$55K
SWM
616
SeaCrest Wealth Management
New York
$53K
CAW
617
Cornerstone Advisors (Washington)
Washington
$50K +$6.07K +22 +14%
CIP
618
Convergence Investment Partners
Florida
$50K +$49.4K +179 New
CBT
619
Capital Bank & Trust
California
$49K
VFA
620
Valeo Financial Advisors
Indiana
$43K
BBHC
621
Brown Brothers Harriman & Co
New York
$42K -$4.97K -18 -11%
FHA
622
First Horizon Advisors
Tennessee
$42K -$2.21K -8 -5%
CBOA
623
Commonwealth Bank of Australia
Australia
$42K +$27.6K +100 +182%
BWM
624
Baystate Wealth Management
Massachusetts
$42K +$42.2K +153 New
SWA
625
Sutton Wealth Advisors
Florida
$41.3K +$28.1K +102 +227%