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Roper Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
826
Vestmark Advisory Solutions
Massachusetts
$203K +$214K +514 New
CAG
827
Csenge Advisory Group
Florida
$201K +$209K +502 New
FMTC
828
Farmers & Merchants Trust Company
California
$201K +$211K +508 New
FPFS
829
First Personal Financial Services
North Carolina
$186K – – –
CTC
830
Central Trust Company
Missouri
$179K -$535K -1,287 -74%
TCOV
831
Trust Company of Vermont
Vermont
$161K -$13.3K -32 -7%
MLFP
832
MPS Loria Financial Planners
Illinois
$158K – – –
KC
833
Kepos Capital
New York
$158K +$166K +400 New
TSW
834
Thompson Siegel & Walmsley
Virginia
$155K – – –
BBHC
835
Brown Brothers Harriman & Co
New York
$140K – – –
Carson Wealth (CWM LLC)
836
Carson Wealth (CWM LLC)
Nebraska
$136K – – –
OC
837
Oakworth Capital
Alabama
$130K – – –
CA
838
Clearstead Advisors
Ohio
$125K +$7.9K +19 +6%
BCA
839
Berman Capital Advisors
Georgia
$118K -$4.57K -11 -4%
PMFA
840
Plante Moran Financial Advisors
Michigan
$115K -$1.66K -4 -1%
SQA
841
Simon Quick Advisors
New Jersey
$115K +$6.65K +16 +6%
HFM
842
Harvest Fund Management
China
$110K +$42.4K +102 +59%
RIM
843
Rampart Investment Management
Connecticut
$109K -$210K -504 -65%
WTC
844
WhitTier Trust Company
Nevada
$108K – – –
EWM
845
Endurance Wealth Management
Rhode Island
$107K – – –
SBSB
846
Sullivan, Bruyette, Speros & Blaney
Virginia
$107K +$113K +272 New
IFA
847
Interactive Financial Advisors
Illinois
$103K +$108K +260 New
LJHT
848
Laurie J. Hall Trustee
$103K +$108K +260 New
DOA
849
D'Orazio & Associates
Virginia
$102K – – –
NIM
850
NuWave Investment Management
New Jersey
$101K +$107K +257 New