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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
776
Planned Solutions
California
$291K – – –
AWM
777
Apollon Wealth Management
South Carolina
$290K -$654K -1,480 -71%
SS
778
Simplicity Solutions
Minnesota
$287K +$270K +611 New
MFW
779
Meristem Family Wealth
Minnesota
$284K -$23.4K -53 -8%
FVCM
780
F&V Capital Management
Florida
$283K – – –
CT
781
Cambridge Trust
Massachusetts
$281K – – –
ISWM
782
Independent Solutions Wealth Management
New York
$281K -$23.4K -53 -8%
PA
783
Pinnacle Associates
New York
$278K – – –
IF
784
Intrua Financial
Texas
$276K +$17.2K +39 +7%
IIA
785
ICW Investment Advisors
Arizona
$271K +$19.5K +44 +8%
PCP
786
Proficio Capital Partners
Massachusetts
$266K -$4.86K -11 -2%
EGM
787
Engineers Gate Manager
New York
$265K -$126K -286 -34%
CCM
788
Coldstream Capital Management
Washington
$265K +$3.1K +7 +1%
JMFC
789
J.M. Forbes & Co
Massachusetts
$261K – – –
XF
790
XML Financial
Maryland
$261K +$7.07K +16 +3%
MCM
791
Manchester Capital Management
Vermont
$260K – – –
KJHP
792
K.J. Harrison & Partners
Ontario, Canada
$259K – – –
BFA
793
Beaumont Financial Advisors
Massachusetts
$257K +$242K +548 New
ESB
794
Essex Savings Bank
Connecticut
$254K +$249K +564 New
WCM
795
WealthBridge Capital Management
Ohio
$253K -$1.77K -4 -0.7%
IWC
796
Integrated Wealth Concepts
Massachusetts
$249K +$234K +530 New
AIC
797
Ameritas Investment Company
Nebraska
$246K -$832K -1,883 -95%
OPS
798
Orion Portfolio Solutions
Nebraska
$239K -$29.6K -67 -12%
FMTC
799
Farmers & Merchants Trust Company
California
$239K – – –
MFG
800
Menard Financial Group
Texas
$237K +$223K +505 New
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