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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
751
Sequent Asset Management
Texas
$781K +$747K +1,386 New
CAG
752
Csenge Advisory Group
Florida
$775K -$59.8K -111 -7%
SEM
753
Suncoast Equity Management
Florida
$752K +$41K +76 +6%
VAM
754
Verity Asset Management
North Carolina
$752K +$358K +664 +99%
DADC
755
D.A. Davidson & Co
Montana
$750K +$284K +527 +66%
SFSG
756
Sound Financial Strategies Group
Mississippi
$748K +$104K +192 +17%
BFEC
757
Benjamin F. Edwards & Company
Missouri
$744K -$539 -1 -0.1%
UAML
758
US Asset Management LLC
Pennsylvania
$740K -$28.6K -53 -4%
PFS
759
Prospera Financial Services
Texas
$734K +$221K +409 +46%
AFG
760
Atomi Financial Group
New York
$734K +$109K +203 +18%
SW
761
SVB Wealth
Massachusetts
$732K +$22.6K +42 +3%
PA
762
Pinnacle Associates
New York
$729K -$5.39K -10 -0.8%
SF
763
Symphony Financial
Texas
$729K -$1.62K -3 -0.2%
GWP
764
Gen-Wealth Partners
Michigan
$727K +$84.1K +156 +14%
HTC
765
Haverford Trust Company
Pennsylvania
$727K +$205K +380 +42%
CRC
766
Curi RMB Capital
Illinois
$719K -$9.7K -18 -1%
PWM
767
Perigon Wealth Management
California
$716K -$195K -362 -22%
OIA
768
OneDigital Investment Advisors
Kansas
$716K +$177K +328 +35%
QI
769
Qtron Investments
Massachusetts
$710K +$355K +659 +110%
NIA
770
NIA Impact Advisors
California
$706K -$51.2K -95 -7%
DCM
771
Driehaus Capital Management
Illinois
$706K -$190K -352 -22%
MGIA
772
Moneta Group Investment Advisors
Missouri
$701K -$371K -688 -36%
AWA
773
Arkadios Wealth Advisors
Georgia
$699K +$168K +312 +34%
FMTC
774
Farmers & Merchants Trust Company
California
$697K – – –
TAM
775
Trust Asset Management
Texas
$694K – – –
29 30
31
32 33