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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
776
NorthRock Partners
Minnesota
$382K +$370K +777 New
HI
777
Horizon Investments
North Carolina
$374K +$30K +63 +9%
OHWP
778
Oak Harbor Wealth Partners
North Carolina
$372K +$360K +756 New
H
779
HoyleCohen
California
$369K – – –
RPC
780
Rossmore Private Capital
Connecticut
$369K – – –
FFG
781
Fortem Financial Group
California
$368K -$1.9K -4 -0.5%
IIA
782
ICW Investment Advisors
Arizona
$366K +$49K +103 +16%
SSW
783
Smith Shellnut Wilson
Mississippi
$365K +$9.04K +19 +3%
DAS
784
Dynamic Advisor Solutions
Arizona
$359K +$347K +730 New
EWA
785
EP Wealth Advisors
California
$356K +$19K +40 +6%
EN1L
786
Engine No 1 LLC
California
$355K +$71.4K +150 +26%
CT
787
Cambridge Trust
Massachusetts
$353K +$88.1K +185 +35%
TFS
788
Thoroughbred Financial Services
Tennessee
$341K +$26.2K +55 +9%
AAS
789
Ameritas Advisory Services
Nebraska
$338K +$327K +687 New
PL
790
Plancorp LLC
Missouri
$337K +$13.3K +28 +4%
SCM
791
Shelton Capital Management
Colorado
$336K – – –
PWPS
792
Pinnacle Wealth Planning Services
Ohio
$336K +$4.28K +9 +1%
IIC
793
Integrated Investment Consultants
Michigan
$333K -$205K -431 -39%
AAS
794
Avantax Advisory Services
Texas
$333K -$35.7K -75 -10%
VCM
795
Vigilant Capital Management
Maine
$332K -$4.76K -10 -1%
OIA
796
OneDigital Investment Advisors
Kansas
$332K +$5.24K +11 +2%
MFG
797
Menard Financial Group
Texas
$331K +$79K +166 +33%
CCMD
798
Cypress Capital Management (Delaware)
Delaware
$326K +$316K +663 New
CSS
799
Cubist Systematic Strategies
Connecticut
$325K -$5.96M -12,530 -95%
LOAMS
800
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$314K +660 New
30 31
32
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