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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
901
Westpac Banking Corp
Australia
$377K – – –
C
902
Certuity
Florida
$376K +$113K +208 +45%
VAM
903
Verity Asset Management
North Carolina
$376K -$5.46K -10 -1%
TPCW
904
TD Private Client Wealth
New York
$375K -$345K -633 -49%
SAG
905
Spotlight Asset Group
Illinois
$375K +$159K +292 +77%
SIA
906
Schechter Investment Advisors
Michigan
$374K +$13.6K +25 +4%
CP
907
Canopy Partners
Ohio
$373K -$1.09K -2 -0.3%
RWM
908
Ritholtz Wealth Management
New York
$371K +$20.7K +38 +6%
MAM
909
McLean Asset Management
Virginia
$369K +$1.64K +3 +0.4%
PHIC
910
Pine Haven Investment Counsel
Massachusetts
$367K – – –
HFM
911
Hartford Funds Management
Pennsylvania
$364K +$354K +648 New
CASC
912
Coppell Advisory Solutions Corp
Texas
$363K +$354K +648 New
TPI
913
Trust Point Inc
Wisconsin
$363K -$303K -556 -46%
CGL
914
Clarius Group LLC
Washington
$359K -$86.2K -158 -20%
WPA
915
West Paces Advisors
Georgia
$358K -$4.91K -9 -1%
FH
916
FWG Holdings
Florida
$357K +$50.7K +93 +16%
ECM
917
Evergreen Capital Management
Washington
$356K +$37.6K +69 +12%
MCC
918
Malaga Cove Capital
California
$355K – – –
DCM
919
Donaldson Capital Management
Indiana
$353K -$20.2K -37 -6%
CWP
920
Core Wealth Partners
California
$352K – – –
FCBT
921
First Citizens Bank & Trust
North Carolina
$351K +$341K +625 New
SP
922
Symmetry Partners
Connecticut
$349K – – –
PP
923
PDS Planning
Ohio
$348K +$6.55K +12 +2%
CAL
924
Capital Advisors Ltd
Ohio
$346K +$10.9K +20 +3%
FPAS
925
Focus Partners Advisor Solutions
Missouri
$344K +$334K +613 New
35 36
37
38 39