We are live on ! Find out more
ROP icon

Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
901
Security National Bank
Nebraska
$204K – – –
MG
902
Mather Group
Illinois
$204K +$200K +462 New
BCA
903
Bay Colony Advisors
Massachusetts
$201K +$199K +460 New
IWC
904
Integrated Wealth Concepts
Massachusetts
$201K +$197K +456 New
CRWM
905
Castle Rock Wealth Management
California
$201K -$13.8K -32 -7%
FC
906
Forte Capital
New York
$200K +$196K +454 New
SWM
907
Spire Wealth Management
Virginia
$199K +$5.62K +13 +3%
ARMT
908
Amica Retiree Medical Trust
Rhode Island
$195K – – –
AF
909
Advisornet Financial
Minnesota
$195K -$4.32K -10 -2%
AF
910
Allworth Financial
California
$194K +$2.59K +6 +1%
TCOV
911
Trust Company of Vermont
Vermont
$185K -$15.6K -36 -8%
BAM
912
Belpointe Asset Management
Nevada
$185K +$20.3K +47 +13%
GIA
913
GHP Investment Advisors
Colorado
$182K – – –
HT
914
Headlands Technologies
Illinois
$177K -$224K -519 -56%
TFA
915
Transamerica Financial Advisors
Florida
$176K -$113K -261 -40%
EWP
916
Elevation Wealth Partners
California
$172K +$169K +391 New
JWA
917
JFS Wealth Advisors
Pennsylvania
$172K +$432 +1 +0.3%
FPFS
918
First Personal Financial Services
North Carolina
$163K – – –
HBW
919
Hazlett, Burt & Watson
West Virginia
$162K – – –
CT
920
Cambridge Trust
Massachusetts
$151K -$17.3K -40 -10%
LPIC
921
LeJeune Puetz Investment Counsel
Michigan
$151K +$3.89K +9 +3%
PTC
922
Private Trust Company
Ohio
$150K +$8.21K +19 +6%
CB
923
CNB Bank
Pennsylvania
$141K – – –
PWMG
924
Prestige Wealth Management Group
New Jersey
$132K +$4.32K +10 +3%
AA
925
Alta Advisers
United Kingdom
$132K – – –
35 36
37
38 39