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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
801
Geneos Wealth Management
Colorado
$629K +$97.6K +174 +20%
RBI
802
Raiffeisen Bank International
Austria
$626K -$218K -389 -27%
EWM
803
Evermay Wealth Management
Virginia
$625K -$3.37K -6 -0.6%
HTC
804
Haverford Trust Company
Pennsylvania
$624K – – –
HAG
805
HighPoint Advisor Group
Illinois
$622K +$85.3K +152 +16%
BWAM
806
Boyd Watterson Asset Management
Ohio
$622K -$12.3K -22 -2%
RSA
807
River Street Advisors
Illinois
$620K +$37K +66 +7%
IB
808
Intrust Bank
Kansas
$618K -$10.7K -19 -2%
BF
809
Brogan Financial
Tennessee
$616K +$20.2K +36 +4%
CFO
810
Callan Family Office
Pennsylvania
$616K +$9.54K +17 +2%
EWA
811
EverSource Wealth Advisors
Alabama
$616K +$93.2K +166 +19%
UAG
812
United Advisor Group
Ohio
$615K +$37K +66 +7%
NIA
813
NIA Impact Advisors
California
$608K -$123K -220 -18%
PPWM
814
Paragon Private Wealth Management
Kentucky
$607K -$58.4K -104 -9%
LG
815
LaFleur & Godfrey
Michigan
$607K -$5.61K -10 -1%
RCA
816
Roberts Capital Advisors
Colorado
$604K +$575K +1,024 New
1WM
817
1900 Wealth Management
Texas
$601K – – –
AB
818
ANB Bank
Colorado
$601K +$572K +1,020 New
BCM
819
Brookstone Capital Management
Illinois
$595K +$1.12K +2 +0.2%
IWM
820
Iams Wealth Management
Nebraska
$591K +$47.1K +84 +9%
IA
821
Inspire Advisors
Idaho
$589K -$34.2K -61 -6%
NEI
822
Northwest & Ethical Investments
Ontario, Canada
$587K +$317K +565 +131%
MCWA
823
Meadow Creek Wealth Advisors
Georgia
$587K +$561 +1 +0.1%
BIG
824
Brooklyn Investment Group
New York
$583K +$52.7K +94 +11%
SAM
825
Smartleaf Asset Management
Massachusetts
$582K +$49.4K +88 +10%
31 32
33
34 35