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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1001
E&G Advisors
Texas
$295K – – –
KWM
1002
Kingsview Wealth Management
Oregon
$294K -$13.5K -24 -5%
FCI
1003
Financial Counselors Inc
Kansas
$293K +$5.61K +10 +2%
OFG
1004
Oxford Financial Group
Indiana
$292K -$55.6K -99 -17%
JGUA
1005
John G. Ullman & Associates
New York
$289K – – –
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$289K +$20.2K +36 +8%
AC
1007
Avestar Capital
New York
$288K -$157K -280 -36%
SIA
1008
Strategic Investment Advisors
Michigan
$288K -$3.93K -7 -1%
SWM
1009
Sendero Wealth Management
Texas
$288K +$274K +488 New
NHC
1010
Nicholas Hoffman & Company
Georgia
$286K – – –
MCWS
1011
McKinley Carter Wealth Services
West Virginia
$284K -$8.42K -15 -3%
NRI
1012
NFP Retirement Inc
California
$283K – – –
JCIA
1013
Jackson Creek Investment Advisors
Colorado
$282K +$268K +478 New
CGL
1014
Clarius Group LLC
Washington
$282K -$6.17K -11 -2%
SAG
1015
SageView Advisory Group
California
$273K -$241K -430 -48%
FPAS
1016
Focus Partners Advisor Solutions
Missouri
$272K +$258K +460 New
LAM
1017
L2 Asset Management
Massachusetts
$268K +$23K +41 +10%
SG
1018
StoneX Group
New York
$267K +$254K +452 New
LA
1019
Legacy Advisors
Pennsylvania
$264K +$251K +447 New
CWG
1020
Cornerstone Wealth Group
North Carolina
$262K +$249K +444 New
IA
1021
IFG Advisory
Georgia
$259K – – –
WAP
1022
Wealthcare Advisory Partners
Pennsylvania
$259K +$18.5K +33 +8%
UCB
1023
United Community Bank
South Carolina
$258K – – –
SCM
1024
Sterneck Capital Management
Missouri
$256K – – –
HIA
1025
Harbor Investment Advisory
Maryland
$256K – – –
39 40
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