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Roper Technologies
ROP

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