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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
826
Desjardins Global Asset Management
Quebec, Canada
$283K +$312K +717 New
MAM
827
McLean Asset Management
Virginia
$281K – – –
MS
828
Maven Securities
Jersey
$281K +$310K +713 New
AIM
829
Anchor Investment Management
South Carolina
$281K +$43.5K +100 +16%
BTW
830
Boston Trust Walden
Massachusetts
$279K -$80.4K -185 -21%
SS
831
Sunbelt Securities
Texas
$275K +$12.2K +28 +4%
EWA
832
EP Wealth Advisors
California
$273K +$17.8K +41 +6%
MFG
833
Monte Financial Group
Connecticut
$270K – – –
SCM
834
Shelton Capital Management
Colorado
$270K – – –
KFA
835
Krane Funds Advisors
New York
$268K -$79.1K -182 -21%
VCM
836
Vigilant Capital Management
Maine
$266K – – –
ST
837
Spinnaker Trust
Maine
$263K +$16.1K +37 +6%
BP
838
Ballentine Partners
Massachusetts
$263K +$40K +92 +16%
CCMD
839
Cypress Capital Management (Delaware)
Delaware
$262K – – –
AWS
840
Atria Wealth Solutions
New York
$260K -$257K -590 -47%
TFA
841
Transamerica Financial Advisors
Florida
$260K +$287K +659 New
PHIC
842
Pine Haven Investment Counsel
Massachusetts
$258K – – –
PL
843
Plancorp LLC
Missouri
$257K -$21.7K -50 -7%
AAM
844
Advisors Asset Management
Colorado
$256K -$383K -880 -58%
MFG
845
Menard Financial Group
Texas
$255K -$49.1K -113 -15%
CWS
846
Confluence Wealth Services
Pennsylvania
$251K +$45.7K +105 +22%
CB
847
Community Bank
New York
$250K – – –
MCC
848
Malaga Cove Capital
California
$250K +$277K +638 New
CFFP
849
Center for Financial Planning
Michigan
$249K – – –
OQS
850
Occudo Quantitative Strategies
Florida
$249K +$274K +630 New
32 33
34
35 36