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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
751
Avantax Advisory Services
Texas
$334K +$312K +706 New
CSS
752
Cubist Systematic Strategies
Connecticut
$332K -$5.72M -12,950 -95%
IAA
753
Independent Advisor Alliance
North Carolina
$331K +$12.8K +29 +4%
CWM
754
Calamos Wealth Management
Illinois
$330K +$7.07K +16 +2%
CB
755
Community Bank
New York
$329K – – –
VCM
756
Vigilant Capital Management
Maine
$327K – – –
EWA
757
EP Wealth Advisors
California
$327K +$16.8K +38 +6%
SS
758
Sunbelt Securities
Texas
$326K +$9.73K +22 +3%
SCM
759
Shelton Capital Management
Colorado
$322K – – –
ST
760
Spinnaker Trust
Maine
$321K -$4.42K -10 -1%
AII
761
AGF Investments Inc
Ontario, Canada
$320K -$254K -574 -46%
LPIC
762
LeJeune Puetz Investment Counsel
Michigan
$314K – – –
OIA
763
OneDigital Investment Advisors
Kansas
$314K +$295K +668 New
VCA
764
Verdence Capital Advisors
Maryland
$314K +$295K +668 New
KC
765
Knuff & Co
California
$311K +$92.8K +210 +46%
FNBT
766
FineMark National Bank & Trust
Florida
$310K – – –
HI
767
Horizon Investments
North Carolina
$309K +$7.51K +17 +3%
PL
768
Plancorp LLC
Missouri
$307K -$1.77K -4 -0.6%
CG
769
Colony Group
Massachusetts
$302K -$1.33K -3 -0.5%
PWPS
770
Pinnacle Wealth Planning Services
Ohio
$302K +$45.5K +103 +19%
CFFP
771
Center for Financial Planning
Michigan
$296K +$279K +630 New
TFS
772
Thoroughbred Financial Services
Tennessee
$293K -$25.2K -57 -8%
SAM
773
Silvercrest Asset Management
New York
$292K -$7.51K -17 -3%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$292K – – –
SWM
775
SeaCrest Wealth Management
New York
$292K +$34.9K +79 +15%
29 30
31
32 33