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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
H
751
HoyleCohen
California
$303K – – –
RPC
752
Rossmore Private Capital
Connecticut
$303K – – –
FFG
753
Fortem Financial Group
California
$298K -$2.01K -5 -0.7%
GLA
754
Great Lakes Advisors
Illinois
$296K -$1.67M -4,159 -85%
SSW
755
Smith Shellnut Wilson
Mississippi
$294K -$61.8K -154 -17%
CB
756
Community Bank
New York
$282K – – –
VCM
757
Vigilant Capital Management
Maine
$280K -$281K -700 -50%
ST
758
Spinnaker Trust
Maine
$279K – – –
CWM
759
Calamos Wealth Management
Illinois
$277K – – –
SCM
760
Shelton Capital Management
Colorado
$276K -$10.8K -27 -4%
TFS
761
Thoroughbred Financial Services
Tennessee
$274K +$44.6K +111 +20%
DT
762
Diversified Trust
Tennessee
$273K +$17.3K +43 +7%
IAA
763
Independent Advisor Alliance
North Carolina
$272K -$45.8K -114 -14%
HAG
764
HighPoint Advisor Group
Illinois
$271K +$17.3K +43 +7%
LPIC
765
LeJeune Puetz Investment Counsel
Michigan
$269K – – –
FNBT
766
FineMark National Bank & Trust
Florida
$266K – – –
PL
767
Plancorp LLC
Missouri
$265K -$803 -2 -0.3%
EWA
768
EP Wealth Advisors
California
$265K +$11.2K +28 +4%
MFW
769
Meristem Family Wealth
Minnesota
$265K +$29.7K +74 +13%
ISWM
770
Independent Solutions Wealth Management
New York
$262K +$10.4K +26 +4%
SS
771
Sunbelt Securities
Texas
$261K – – –
GC
772
Gilbert & Cook
Iowa
$260K -$238K -592 -48%
KC
773
Kepos Capital
New York
$260K – – –
CG
774
Colony Group
Massachusetts
$260K +$4.42K +11 +2%
GW
775
GW & Wade
Massachusetts
$260K +$39.7K +99 +18%
29 30
31
32 33