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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
776
Hartford Funds Management
Pennsylvania
$562K +$207K +448 +55%
SAI
777
Savvy Advisors Inc
New York
$558K +$366K +791 +171%
BCM
778
Bourgeon Capital Management
Connecticut
$557K +$579K +1,251 New
BP
779
Ballentine Partners
Massachusetts
$554K -$133K -287 -19%
SG
780
StoneX Group
New York
$553K +$315K +681 +122%
WS
781
Wedbush Securities
California
$550K -$172K -372 -23%
HCMT
782
Highland Capital Management (Tennessee)
Tennessee
$548K – – –
TC
783
TwinBeech Capital
New York
$544K -$27.3M -58,885 -98%
PWM
784
Perigon Wealth Management
California
$543K +$198K +427 +54%
MB
785
MidFirst Bank
Oklahoma
$541K +$563K +1,215 New
MM
786
MQS Management
New York
$536K +$31K +67 +6%
CTA
787
Chesley Taft & Associates
Illinois
$535K -$393K -848 -41%
JSW
788
Journey Strategic Wealth
New Jersey
$531K +$553K +1,194 New
TAM
789
Trust Asset Management
Texas
$530K -$20.8K -45 -4%
AC
790
AXQ Capital
New Jersey
$530K -$807K -1,742 -59%
MFS
791
Mirabella Financial Services
United Kingdom
$525K +$546K +1,179 New
OIS
792
OneAscent Investment Solutions
Alabama
$523K – – –
GRP
793
Global Retirement Partners
California
$521K +$275K +593 +103%
EWA
794
EP Wealth Advisors
California
$517K +$538K +1,161 New
SFSG
795
Sound Financial Strategies Group
Mississippi
$515K -$44.5K -96 -8%
TBA
796
Tower Bridge Advisors
Pennsylvania
$507K – – –
BCV
797
Banque Cantonale Vaudoise
Switzerland
$506K +$135K +291 +34%
DP
798
Dearborn Partners
Illinois
$505K +$263K +567 +100%
CPW
799
Crestmont Private Wealth
Texas
$503K -$39.8K -86 -7%
LAM
800
Lewis Asset Management
California
$502K +$24.5K +53 +5%
30 31
32
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