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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
901
High Net Worth Advisory Group
Florida
$211K – – –
IWM
902
IHT Wealth Management
Illinois
$207K +$203K +469 New
SNB
903
Security National Bank
Nebraska
$204K – – –
MG
904
Mather Group
Illinois
$204K +$200K +462 New
BCA
905
Bay Colony Advisors
Massachusetts
$201K +$199K +460 New
IWC
906
Integrated Wealth Concepts
Massachusetts
$201K +$197K +456 New
CRWM
907
Castle Rock Wealth Management
California
$201K -$13.8K -32 -7%
FC
908
Forte Capital
New York
$200K +$196K +454 New
SWM
909
Spire Wealth Management
Virginia
$199K +$5.62K +13 +3%
ARMT
910
Amica Retiree Medical Trust
Rhode Island
$195K – – –
AF
911
Advisornet Financial
Minnesota
$195K -$4.32K -10 -2%
AF
912
Allworth Financial
California
$194K +$2.59K +6 +1%
TCOV
913
Trust Company of Vermont
Vermont
$185K -$15.6K -36 -8%
BAM
914
Belpointe Asset Management
Nevada
$185K +$20.3K +47 +13%
GIA
915
GHP Investment Advisors
Colorado
$182K – – –
HT
916
Headlands Technologies
Illinois
$177K -$224K -519 -56%
TFA
917
Transamerica Financial Advisors
Florida
$176K -$113K -261 -40%
EWP
918
Elevation Wealth Partners
California
$172K +$169K +391 New
JWA
919
JFS Wealth Advisors
Pennsylvania
$172K +$432 +1 +0.3%
FPFS
920
First Personal Financial Services
North Carolina
$163K – – –
HBW
921
Hazlett, Burt & Watson
West Virginia
$162K – – –
CT
922
Cambridge Trust
Massachusetts
$151K -$17.3K -40 -10%
LPIC
923
LeJeune Puetz Investment Counsel
Michigan
$151K +$3.89K +9 +3%
PTC
924
Private Trust Company
Ohio
$150K +$8.21K +19 +6%
CB
925
CNB Bank
Pennsylvania
$141K – – –
35 36
37
38 39