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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
676
Lumature Wealth Partners
Georgia
$622K +$447K +1,029 +188%
WAS
677
Winch Advisory Services
Wisconsin
$618K -$66.1K -152 -9%
CIC
678
Crawford Investment Counsel
Georgia
$610K – – –
JDR
679
Jay D. Rosenbaum
$607K -$33.9K -78 -5%
NRS
680
Neville Rodie & Shaw
New York
$602K -$60.9K -140 -8%
CIA
681
Choate Investment Advisors
Massachusetts
$598K – – –
MCP
682
Mirador Capital Partners
California
$592K – – –
SWMP
683
Signature Wealth Management Partners
New Jersey
$592K – – –
CF
684
Centaurus Financial
California
$580K -$197K -452 -24%
GC
685
Giverny Capital
Quebec, Canada
$576K – – –
EH
686
Equitable Holdings
New York
$576K +$6.09K +14 +1%
9WM
687
9258 Wealth Management
Ohio
$574K +$53.9K +124 +9%
ARMT
688
Amica Retiree Medical Trust
Rhode Island
$569K – – –
BFS
689
Bradley Foster & Sargent
Connecticut
$569K – – –
PIA
690
Pinion Investment Advisors
Kansas
$568K -$6.52K -15 -1%
S
691
SignatureFD
Georgia
$554K +$129K +297 +27%
OWM
692
OneAscent Wealth Management
Alabama
$551K -$23.5K -54 -4%
UAML
693
US Asset Management LLC
Pennsylvania
$549K – – –
BCV
694
Banque Cantonale Vaudoise
Switzerland
$546K -$114K -262 -16%
CF
695
Copperwynd Financial
Arizona
$543K -$6.09K -14 -1%
CI
696
Cigna Investments
Connecticut
$542K -$210K -484 -26%
1WM
697
1900 Wealth Management
Texas
$537K – – –
APA
698
American Portfolios Advisors
New York
$533K -$15.7K -36 -3%
IA
699
IFP Advisors
Florida
$532K – – –
VV
700
Verity & Verity
South Carolina
$531K – – –
26 27
28
29 30