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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
776
GeoWealth Management
Illinois
$567K +$463 +1 +0.1%
HFM
777
Hartford Funds Management
Pennsylvania
$562K +$207K +448 +55%
SAI
778
Savvy Advisors Inc
New York
$558K +$366K +791 +171%
BCM
779
Bourgeon Capital Management
Connecticut
$557K +$579K +1,251 New
BP
780
Ballentine Partners
Massachusetts
$554K -$133K -287 -19%
SG
781
StoneX Group
New York
$553K +$315K +681 +122%
WS
782
Wedbush Securities
California
$550K -$172K -372 -23%
HCMT
783
Highland Capital Management (Tennessee)
Tennessee
$548K – – –
TC
784
TwinBeech Capital
New York
$544K -$27.3M -58,885 -98%
PWM
785
Perigon Wealth Management
California
$543K +$198K +427 +54%
MB
786
MidFirst Bank
Oklahoma
$541K +$563K +1,215 New
MM
787
MQS Management
New York
$536K +$31K +67 +6%
CTA
788
Chesley Taft & Associates
Illinois
$535K -$393K -848 -41%
JSW
789
Journey Strategic Wealth
New Jersey
$531K +$553K +1,194 New
TAM
790
Trust Asset Management
Texas
$530K -$20.8K -45 -4%
AC
791
AXQ Capital
New Jersey
$530K -$807K -1,742 -59%
MFS
792
Mirabella Financial Services
United Kingdom
$525K +$546K +1,179 New
OIS
793
OneAscent Investment Solutions
Alabama
$523K – – –
GRP
794
Global Retirement Partners
California
$521K +$275K +593 +103%
EWA
795
EP Wealth Advisors
California
$517K +$538K +1,161 New
SFSG
796
Sound Financial Strategies Group
Mississippi
$515K -$44.5K -96 -8%
TBA
797
Tower Bridge Advisors
Pennsylvania
$507K – – –
BCV
798
Banque Cantonale Vaudoise
Switzerland
$506K +$135K +291 +34%
DP
799
Dearborn Partners
Illinois
$505K +$263K +567 +100%
CPW
800
Crestmont Private Wealth
Texas
$503K -$39.8K -86 -7%
30 31
32
33 34