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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Clearstead Advisors
Ohio
$632K -$592K -1,149 -50%
SFSG
777
Sound Financial Strategies Group
Mississippi
$631K -$433K -841 -42%
PFPT
778
Pinnacle Financial Partners (Tennessee)
Tennessee
$631K +$11.3K +22 +2%
MFG
779
Merit Financial Group
Georgia
$627K +$261K +506 +79%
WPC
780
Wedmont Private Capital
Pennsylvania
$625K +$47.4K +92 +8%
LG
781
LaFleur & Godfrey
Michigan
$619K -$2.58K -5 -0.4%
CAL
782
Capital Analysts LLC
Pennsylvania
$616K -$15.5K -30 -3%
CI
783
Cigna Investments
Connecticut
$614K – – –
IB
784
Intrust Bank
Kansas
$609K +$28.3K +55 +5%
SC
785
Sonen Capital
California
$608K -$30.9K -60 -5%
CNC
786
Citizens & Northern Corp
Pennsylvania
$608K – – –
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$606K -$195K -378 -25%
WAS
788
Winch Advisory Services
Wisconsin
$605K +$3.61K +7 +0.6%
IIA
789
ICW Investment Advisors
Arizona
$605K +$6.18K +12 +1%
RFS
790
Richardson Financial Services
Massachusetts
$602K +$569K +1,105 New
KIA
791
Knollwood Investment Advisory
Maryland
$600K +$567K +1,100 New
GWMR
792
GC Wealth Management RIA
Massachusetts
$594K +$561K +1,089 New
TCM
793
Twin Capital Management
Pennsylvania
$591K +$26.8K +52 +5%
QCG
794
Quadrant Capital Group
Ohio
$589K -$19.6K -38 -3%
OWM
795
OneAscent Wealth Management
Alabama
$588K -$80.9K -157 -13%
DIA
796
Dana Investment Advisors
Wisconsin
$586K +$9.27K +18 +2%
SWM
797
Spire Wealth Management
Virginia
$586K +$350K +679 +175%
DP
798
Dearborn Partners
Illinois
$582K +$550K +1,067 New
IIC
799
Ironwood Investment Counsel
Arizona
$581K -$29.9K -58 -5%
MBT
800
Montecito Bank & Trust
California
$581K -$4.64K -9 -0.8%
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32
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