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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
901
Ted Buchan & Co
California
$217K +$205K +452 New
SWM
902
Spire Wealth Management
Virginia
$217K – – –
ACIM
903
Azimuth Capital Investment Management
Michigan
$216K -$34K -75 -14%
CFP
904
Catalyst Financial Partners
Massachusetts
$212K +$200K +441 New
AAS
905
Avantax Advisory Services
Texas
$211K -$39.4K -87 -17%
GIA
906
GHP Investment Advisors
Colorado
$210K +$7.25K +16 +4%
FNA
907
First National Advisers
Nebraska
$209K -$28.5K -63 -13%
MMPW
908
Mitchell McLeod Pugh & Williams
Alabama
$207K +$195K +430 New
CWM
909
Circle Wealth Management
New Jersey
$206K +$194K +429 New
EP
910
Eudaimonia Partners
Tennessee
$204K +$192K +425 New
CRWM
911
Castle Rock Wealth Management
California
$203K -$5.89K -13 -3%
SLG
912
Stanley-Laman Group
Pennsylvania
$202K +$191K +421 New
GWM
913
Greenwich Wealth Management
Connecticut
$201K -$35.3K -78 -16%
SWM
914
SeaCrest Wealth Management
New York
$200K +$188K +416 New
TFA
915
Transamerica Financial Advisors
Florida
$193K +$1.36K +3 +0.8%
AF
916
Advisornet Financial
Minnesota
$193K -$18.6K -41 -9%
EWP
917
Elevation Wealth Partners
California
$188K – – –
JWA
918
JFS Wealth Advisors
Pennsylvania
$187K -$453 -1 -0.3%
M
919
Mirova
France
$179K -$276K -610 -62%
FPFS
920
First Personal Financial Services
North Carolina
$178K – – –
HBW
921
Hazlett, Burt & Watson
West Virginia
$177K – – –
WSCM
922
Wellington Shields Capital Management
New York
$173K +$163K +360 New
PWMG
923
Prestige Wealth Management Group
New Jersey
$168K +$22.2K +49 +16%
UCB
924
United Community Bank
South Carolina
$157K +$74.7K +165 +102%
CB
925
CNB Bank
Pennsylvania
$154K – – –
35 36
37
38 39