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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
1226
Vermillion & White Wealth Management Group
Pennsylvania
$16.5K +$15.7K +28 New
MFT
1227
Moisand Fitzgerald Tamayo
Florida
$15.9K – – –
KFI
1228
Key Financial Inc
Pennsylvania
$15.9K +$561 +1 +4%
S
1229
Sachetta
Massachusetts
$15.3K – – –
NFSG
1230
Newbridge Financial Services Group
Florida
$14.8K +$7.86K +14 +127%
FIM
1231
FWL Investment Management
Texas
$14.7K – – –
TWD
1232
True Wealth Design
Ohio
$14.7K +$11.2K +20 +400%
DF
1233
Dunhill Financial
United Kingdom
$14.3K -$1.12K -2 -8%
MHR
1234
Matthew Hamilton Rosenberg
$14.2K – – –
WA
1235
Whipplewood Advisors
Colorado
$13.6K +$107K +190 +826%
FFO
1236
Fortitude Family Office
Arizona
$13.6K -$7.86K -14 -38%
TC
1237
Truvestments Capital
Florida
$13.6K – – –
NEWAS
1238
N.E.W. Advisory Services
Wisconsin
$13.6K +$12.9K +23 New
WIM
1239
Westside Investment Management
California
$12.4K – – –
GA
1240
GoalVest Advisory
New York
$12.4K -$13.5K -24 -53%
AF
1241
Atala Financial
California
$12.4K – – –
OC
1242
Oakworth Capital
Alabama
$12.4K – – –
GFPC
1243
Global Financial Private Client
Florida
$11.8K +$2.81K +5 +33%
PCTC
1244
Perkins Coie Trust Company
Washington
$11.8K +$11.2K +20 New
AWM
1245
Atticus Wealth Management
Florida
$10.6K – – –
CIAS
1246
CBIZ Investment Advisory Services
Ohio
$10.6K +$10.1K +18 New
WWM
1247
Wolff Wiese Magana
California
$10K -$8.98K -16 -48%
CAWM
1248
Capital A Wealth Management
Pennsylvania
$10K +$561 +1 +6%
CPG
1249
Cornerstone Planning Group
New Jersey
$9.92K +$8.98K +16 +800%
BFPW
1250
BOK Financial Private Wealth
Colorado
$9.43K -$10.1K -18 -53%
48 49
50
51 52