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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
801
OneAscent Wealth Management
Alabama
$600K +$593K +1,078 New
CA
802
Continuum Advisory
Idaho
$600K -$62.1K -113 -10%
TCM
803
Twin Capital Management
Pennsylvania
$598K -$25.3K -46 -4%
NW
804
NewEdge Wealth
Pennsylvania
$590K -$2.09M -3,809 -78%
PPWM
805
Paragon Private Wealth Management
Kentucky
$588K +$47.8K +87 +9%
MIS
806
Morningstar Investment Services
Illinois
$570K +$40.7K +74 +8%
LCM
807
Landscape Capital Management
New Jersey
$570K +$563K +1,024 New
1WM
808
1900 Wealth Management
Texas
$568K – – –
MCWA
809
Meadow Creek Wealth Advisors
Georgia
$565K -$5.5K -10 -1%
WANY
810
Wealthspire Advisors (New York)
New York
$564K +$210K +382 +61%
NWAG
811
Net Worth Advisory Group
Utah
$562K +$555K +1,010 New
GSEP
812
Golden State Equity Partners
California
$559K -$583K -1,061 -51%
OIA
813
OneDigital Investment Advisors
Kansas
$556K -$148K -270 -21%
TFS
814
Thoroughbred Financial Services
Tennessee
$556K -$47.8K -87 -8%
HT
815
Headlands Technologies
Illinois
$556K -$2.18M -3,963 -80%
IB
816
Intrust Bank
Kansas
$553K -$23.6K -43 -4%
SC
817
Savant Capital
Illinois
$546K -$7.15K -13 -1%
CCA
818
Checchi Capital Advisers
California
$542K -$9.9K -18 -2%
GWMR
819
GC Wealth Management RIA
Massachusetts
$540K +$9.35K +17 +2%
HB
820
HTLF Bank
Colorado
$536K – – –
XF
821
XML Financial
Maryland
$535K +$24.7K +45 +5%
MMM
822
Mendel Money Management
Illinois
$535K +$2.75K +5 +0.5%
MM
823
MQS Management
New York
$534K +$527K +959 New
SOS
824
Silver Oak Securities
Tennessee
$533K +$67.6K +123 +15%
BF
825
Brogan Financial
Tennessee
$532K +$550 +1 +0.1%
31 32
33
34 35