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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
576
Edgestream Partners
New Jersey
$1.26M +$1.24M +2,865 New
BIAS
577
Beacon Investment Advisory Services
New Jersey
$1.26M – – –
MYLI
578
Meiji Yasuda Life Insurance
Japan
$1.25M -$64K -148 -5%
BL
579
Balentine LLC
Georgia
$1.25M -$109K -253 -8%
TAM
580
Townsend Asset Management
North Carolina
$1.24M +$864 +2 +0.1%
IFU
581
iSAM Funds (UK)
United Kingdom
$1.23M +$1.21M +2,789 New
MFS
582
Mirabella Financial Services
United Kingdom
$1.22M +$1.2M +2,765 New
SPIA
583
Steward Partners Investment Advisory
New York
$1.21M +$82.1K +190 +7%
VFA
584
Values First Advisors
Tennessee
$1.21M -$51.9K -120 -4%
AWS
585
Atria Wealth Solutions
New York
$1.19M +$336K +777 +40%
IAA
586
Independent Advisor Alliance
North Carolina
$1.19M +$1.17M +2,705 New
RSWM
587
Robertson Stephens Wealth Management
California
$1.19M -$102K -235 -8%
CAM
588
Cresset Asset Management
Illinois
$1.19M +$83.4K +193 +8%
AIP
589
Ameritas Investment Partners
Nebraska
$1.18M +$13.4K +31 +1%
GIA
590
Gateway Investment Advisers
Ohio
$1.18M -$8.64K -20 -0.7%
TC
591
TownSquare Capital
Utah
$1.17M +$112K +258 +11%
TFA
592
Toth Financial Advisory
Virginia
$1.16M +$323K +747 +40%
FUBT
593
First United Bank & Trust
Maryland
$1.15M +$29.8K +69 +3%
SAM
594
Sawgrass Asset Management
Florida
$1.14M – – –
LCM
595
Legato Capital Management
California
$1.14M – – –
DS
596
Dudley & Shanley
Florida
$1.12M – – –
STAS
597
Strong Tower Advisory Services
Minnesota
$1.12M +$9.08K +21 +0.8%
HWM
598
HB Wealth Management
Georgia
$1.11M +$121K +281 +13%
TA
599
TrueWealth Advisors
Alabama
$1.11M -$9.51K -22 -0.9%
HPC
600
HM Payson & Co
Maine
$1.11M – – –
22 23
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