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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1026
Clarius Group LLC
Washington
$254K -$48.9K -89 -15%
MYIA
1027
Mount Yale Investment Advisors
Colorado
$254K -$6.59K -12 -2%
FCI
1028
Financial Counselors Inc
Kansas
$253K -$8.78K -16 -3%
ILI
1029
Invesco LLC (Illinois)
Illinois
$253K -$6.04K -11 -2%
NHC
1030
Nicholas Hoffman & Company
Georgia
$252K -$8.23K -15 -3%
DT
1031
Diversified Trust
Tennessee
$250K -$7.14K -13 -3%
NRI
1032
NFP Retirement Inc
California
$250K +$26.3K +48 +11%
GWM
1033
Greenwich Wealth Management
Connecticut
$249K -$27.4K -50 -9%
DFCM
1034
Dark Forest Capital Management
Puerto Rico
$248K -$476K -868 -65%
CCA
1035
Catalyst Capital Advisors
New York
$247K +$182K +331 +228%
SCM
1036
Stevens Capital Management
Pennsylvania
$242K +$255K +465 New
WP
1037
WMS Partners
Maryland
$242K +$255K +465 New
RWM
1038
Revisor Wealth Management
Ohio
$240K -$108K -196 -30%
TPI
1039
Trust Point Inc
Wisconsin
$239K -$67K -122 -21%
AA
1040
Advisory Alpha
Michigan
$238K +$36.8K +67 +17%
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
$236K -$86.2K -157 -26%
CW
1042
CreativeOne Wealth
Kansas
$235K +$248K +452 New
LFA
1043
LGT Financial Advisors
Texas
$234K +$247K +450 New
DCM
1044
Donaldson Capital Management
Indiana
$234K -$52.7K -96 -18%
BL
1045
Balentine LLC
Georgia
$232K – – –
AWM
1046
AE Wealth Management
Kansas
$231K -$82.9K -151 -25%
SSB
1047
Sandy Spring Bank
Maryland
$230K – – –
VAM
1048
Verity Asset Management
North Carolina
$230K -$318K -580 -52%
SIM
1049
Sentry Investment Management
Wisconsin
$229K -$11K -20 -4%
IA
1050
IFG Advisory
Georgia
$228K +$241K +439 New
40 41
42
43 44