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Roper Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
$763K +$440K +951 +125%
RF
702
Roxbury Financial
New Jersey
$760K -$1.39K -3 -0.2%
EWS
703
Evergreen Wealth Solutions
Pennsylvania
$759K -$27.3K -59 -3%
EP
704
Essential Partners
California
$759K +$721K +1,557 +1,059%
RA
705
Ransom Advisory
Rhode Island
$757K +$69.5K +150 +10%
AU
706
AlphaGrep UK
$753K +$783K +1,691 New
BIG
707
Brooklyn Investment Group
New York
$752K +$266K +574 +52%
EH
708
Equitable Holdings
New York
$751K +$59.3K +128 +8%
BFM
709
Boothbay Fund Management
New York
$750K -$77.3K -167 -9%
NB
710
NBT Bank
New York
$750K +$176K +380 +22%
IIA
711
ICW Investment Advisors
Arizona
$749K -$23.2K -50 -3%
S
712
SignatureFD
Georgia
$747K -$28.3K -61 -4%
EWM
713
Empirical Wealth Management
Washington
$742K +$51.9K +112 +7%
CAS
714
Coppell Advisory Solutions
Texas
$731K +$202K +436 +37%
BEI
715
Benjamin Edwards Inc
Missouri
$722K -$39.4K -85 -5%
GDP
716
Great Diamond Partners
Maine
$718K -$1.39K -3 -0.2%
MGIA
717
Moneta Group Investment Advisors
Missouri
$718K -$11.6K -25 -2%
SW
718
SlateStone Wealth
Florida
$711K
TE
719
Tema ETFs
New York
$709K -$1.85K -4 -0.3%
BFS
720
Bradley Foster & Sargent
Connecticut
$697K -$463 -1 -0.1%
WP
721
WealthPLAN Partners
Nebraska
$695K -$74.6K -161 -9%
PAW
722
Plan A Wealth
Nebraska
$691K +$77.8K +168 +12%
CCM
723
Coldstream Capital Management
Washington
$690K -$158K -342 -18%
CAM
724
Congress Asset Management
Massachusetts
$687K -$221K -477 -24%
AF
725
Allworth Financial
California
$687K +$269K +580 +60%