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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
601
Ferguson Wellman Capital Management
Oregon
$220K – – –
SWP
602
Stratos Wealth Partners
Ohio
$219K -$7.35K -26 -3%
BRWA
603
B. Riley Wealth Advisors
Florida
$214K +$9.05K +32 +4%
DTL
604
Dynamic Technology Lab
Singapore
$213K -$311K -1,100 -58%
IIM
605
Intact Investment Management
Quebec, Canada
$213K -$113K -400 -33%
FIG
606
FundX Investment Group
California
$213K – – –
CLOS
607
Compagnie Lombard Odier SCmA
Switzerland
$208K +$122K +432 +124%
IA
608
IFG Advisory
Georgia
$206K -$52K -184 -19%
ERIM
609
Eagle Ridge Investment Management
Connecticut
$205K – – –
MAFM
610
Mid Atlantic Financial Management
Pennsylvania
$204K +$216K +765 New
PWAG
611
Polaris Wealth Advisory Group
California
$204K +$217K +767 New
S
612
SignatureFD
Georgia
$193K -$9.62K -34 -4%
EDRH
613
Edmond de Rothschild Holding
Switzerland
$192K – – –
ESB
614
Essex Savings Bank
Connecticut
$189K +$200K +709 New
OC
615
Oakworth Capital
Alabama
$186K – – –
VIM
616
Veritas Investment Management
United Kingdom
$183K – – –
QCG
617
Quadrant Capital Group
Ohio
$181K -$7.07K -25 -3%
LPIC
618
LeJeune Puetz Investment Counsel
Michigan
$169K – – –
M
619
MOTCO
Texas
$168K – – –
FMT
620
First Mercantile Trust
Tennessee
$167K -$67K -237 -27%
FPFS
621
First Personal Financial Services
North Carolina
$163K -$13.3K -47 -7%
MCM
622
Manchester Capital Management
Vermont
$153K – – –
VCM
623
Vigilant Capital Management
Maine
$149K – – –
BTNA
624
Bremer Trust National Association
Minnesota
$146K +$155K +549 New
IA
625
IFP Advisors
Florida
$133K -$3.68K -13 -3%
23 24
25
26 27