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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
926
Wealthspire Advisors (New York)
New York
$356K -$34.5K -64 -9%
AC
927
Avestar Capital
New York
$356K +$44.7K +83 +15%
DCM
928
Donaldson Capital Management
Indiana
$355K – – –
FFG
929
Frisch Financial Group
New York
$354K +$339K +628 New
ECM
930
Evergreen Capital Management
Washington
$353K -$3.77K -7 -1%
CWP
931
Core Wealth Partners
California
$353K – – –
SP
932
Symmetry Partners
Connecticut
$351K – – –
PWPS
933
Pinnacle Wealth Planning Services
Ohio
$343K -$1.08K -2 -0.3%
ACM
934
Advisors Capital Management
New Jersey
$342K +$6.47K +12 +2%
CGL
935
Clarius Group LLC
Washington
$339K -$20.5K -38 -6%
PL
936
Plancorp LLC
Missouri
$339K +$8.09K +15 +3%
CRWM
937
Castle Rock Wealth Management
California
$338K +$1.08K +2 +0.3%
LI
938
LVZ Inc
Michigan
$333K +$2.7K +5 +0.9%
TPI
939
Trust Point Inc
Wisconsin
$331K -$31.8K -59 -9%
SB
940
Strategic Blueprint
Georgia
$331K +$317K +588 New
CAS
941
Coppell Advisory Solutions
Texas
$329K +$315K +584 New
EDRH
942
Edmond de Rothschild Holding
Switzerland
$326K +$177K +328 +131%
TBC
943
Ted Buchan & Co
California
$325K – – –
LAM
944
Lewis Asset Management
California
$323K -$7.01K -13 -2%
SF
945
Summit Financial
New Jersey
$323K +$309K +573 New
EWA
946
EP Wealth Advisors
California
$321K +$42.1K +78 +16%
RC
947
Rovin Capital
Arizona
$321K +$20.5K +38 +7%
MG
948
Mather Group
Illinois
$321K -$9.16K -17 -3%
EWM
949
Endowment Wealth Management
Wisconsin
$320K +$539 +1 +0.2%
VIA
950
Virtus Investment Advisers
Connecticut
$318K -$157K -292 -34%
36 37
38
39 40