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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$285K +$27.5K +50 +11%
PGA
977
Portland Global Advisors
Maine
$283K – – –
CC
978
Callan Capital
California
$280K +$54.4K +99 +24%
FCI
979
Financial Counselors Inc
Kansas
$280K +$59.4K +108 +27%
MYIA
980
Mount Yale Investment Advisors
Colorado
$278K -$134K -244 -33%
WEG
981
World Equity Group
Illinois
$278K -$1.65K -3 -0.6%
CWA
982
CM Wealth Advisors
Ohio
$278K – – –
EGA
983
E&G Advisors
Texas
$278K – – –
MWM
984
MGB Wealth Management
Texas
$278K +$3.85K +7 +1%
ACM
985
Aster Capital Management
United Arab Emirates
$278K +$275K +500 New
NHC
986
Nicholas Hoffman & Company
Georgia
$278K -$2.75K -5 -1%
SIA
987
Strategic Investment Advisors
Michigan
$278K -$17K -31 -6%
JGUA
988
John G. Ullman & Associates
New York
$278K – – –
ILI
989
Invesco LLC (Illinois)
Illinois
$277K +$19.8K +36 +8%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$276K – – –
GRP
991
Global Retirement Partners
California
$276K +$11K +20 +4%
WPC
992
Waters Parkerson & Co
Louisiana
$275K +$272K +495 New
DT
993
Diversified Trust
Tennessee
$274K +$1.65K +3 +0.6%
DA
994
Drake & Associates
Wisconsin
$267K +$264K +480 New
SCM
995
Sterling Capital Management
North Carolina
$265K +$262K +476 New
PCP
996
Proficio Capital Partners
Massachusetts
$263K -$6.6K -12 -2%
HIA
997
Harbor Investment Advisory
Maryland
$260K -$13.7K -25 -5%
OC
998
Oarsman Capital
Wisconsin
$258K -$2.75K -5 -1%
SIM
999
Sentry Investment Management
Wisconsin
$257K – – –
KWM
1000
KFG Wealth Management
Indiana
$253K +$250K +454 New
38 39
40
41 42