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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1201
Caldwell Sutter Capital
California
$5.61K – – –
LF
1202
LifeSteps Financial
California
$5.61K +$5.46K +10 New
JGIA
1203
Jackson Grant Investment Advisers
Connecticut
$5.05K – – –
VWA
1204
Valued Wealth Advisors
Utah
$5.05K – – –
PCM
1205
Penserra Capital Management
California
$5K -$265K -486 -98%
DF
1206
Dunhill Financial
United Kingdom
$4.64K +$546 +1 +14%
CAC
1207
Core Alternative Capital
Georgia
$4.49K -$17.5K -32 -80%
BAM
1208
Bellevue Asset Management
Washington
$4.49K – – –
HCM
1209
Hollencrest Capital Management
California
$4.49K – – –
AP
1210
Atwood & Palmer
Missouri
$4.49K +$4.37K +8 New
LI
1211
LRI Investments
Florida
$4.49K +$4.37K +8 New
AFG
1212
Albion Financial Group
Utah
$3.93K – – –
DPW
1213
DiNuzzo Private Wealth
Pennsylvania
$3.93K – – –
FRA
1214
Frank Rimerman Advisors
California
$3.93K – – –
JPWM
1215
Jamison Private Wealth Management
Georgia
$3.93K – – –
SIC
1216
SJS Investment Consulting
Ohio
$3.37K – – –
TFM
1217
TFC Financial Management
Massachusetts
$3.37K +$546 +1 +20%
PVH
1218
Psagot Value Holdings
Israel
$3K – – –
FPB
1219
First PREMIER Bank
South Dakota
$3K +$2.73K +5 New
FFA
1220
Frazier Financial Advisors
Ohio
$2.81K – – –
FG
1221
Fairman Group
Pennsylvania
$2.8K – – –
PIS
1222
POM Investment Strategies
North Carolina
$2.8K – – –
PCA
1223
Providence Capital Advisors
North Carolina
$2.8K – – –
ACA
1224
American Capital Advisory
Idaho
$2.65K – – –
MA
1225
MCF Advisors
Kentucky
$2.24K – – –
47 48
49
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