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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
751
Tokio Marine Asset Management
Japan
$308K +$64.6K +161 +27%
HDIM
752
Hanson & Doremus Investment Management
Vermont
$308K +$307K +764 New
PF
753
Phoenix Financial
Israel
$307K +$306K +762 New
H
754
HoyleCohen
California
$303K – – –
RPC
755
Rossmore Private Capital
Connecticut
$303K – – –
FFG
756
Fortem Financial Group
California
$298K -$2.01K -5 -0.7%
GLA
757
Great Lakes Advisors
Illinois
$296K -$1.67M -4,159 -85%
SSW
758
Smith Shellnut Wilson
Mississippi
$294K -$61.8K -154 -17%
CB
759
Community Bank
New York
$282K – – –
VCM
760
Vigilant Capital Management
Maine
$280K -$281K -700 -50%
ST
761
Spinnaker Trust
Maine
$279K – – –
CWM
762
Calamos Wealth Management
Illinois
$277K – – –
SCM
763
Shelton Capital Management
Colorado
$276K -$10.8K -27 -4%
TFS
764
Thoroughbred Financial Services
Tennessee
$274K +$44.6K +111 +20%
DT
765
Diversified Trust
Tennessee
$273K +$17.3K +43 +7%
IAA
766
Independent Advisor Alliance
North Carolina
$272K -$45.8K -114 -14%
HAG
767
HighPoint Advisor Group
Illinois
$271K +$17.3K +43 +7%
LPIC
768
LeJeune Puetz Investment Counsel
Michigan
$269K – – –
FNBT
769
FineMark National Bank & Trust
Florida
$266K – – –
PL
770
Plancorp LLC
Missouri
$265K -$803 -2 -0.3%
EWA
771
EP Wealth Advisors
California
$265K +$11.2K +28 +4%
MFW
772
Meristem Family Wealth
Minnesota
$265K +$29.7K +74 +13%
ISWM
773
Independent Solutions Wealth Management
New York
$262K +$10.4K +26 +4%
SS
774
Sunbelt Securities
Texas
$261K – – –
GC
775
Gilbert & Cook
Iowa
$260K -$238K -592 -48%
29 30
31
32 33