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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
826
Anchor Investment Management
South Carolina
$281K +$43.5K +100 +16%
BTW
827
Boston Trust Walden
Massachusetts
$279K -$80.4K -185 -21%
SS
828
Sunbelt Securities
Texas
$275K +$12.2K +28 +4%
EWA
829
EP Wealth Advisors
California
$273K +$17.8K +41 +6%
MFG
830
Monte Financial Group
Connecticut
$270K – – –
SCM
831
Shelton Capital Management
Colorado
$270K – – –
KFA
832
Krane Funds Advisors
New York
$268K -$79.1K -182 -21%
VCM
833
Vigilant Capital Management
Maine
$266K – – –
ST
834
Spinnaker Trust
Maine
$263K +$16.1K +37 +6%
BP
835
Ballentine Partners
Massachusetts
$263K +$40K +92 +16%
CCMD
836
Cypress Capital Management (Delaware)
Delaware
$262K – – –
AWS
837
Atria Wealth Solutions
New York
$260K -$257K -590 -47%
TFA
838
Transamerica Financial Advisors
Florida
$260K +$287K +659 New
PHIC
839
Pine Haven Investment Counsel
Massachusetts
$258K – – –
PL
840
Plancorp LLC
Missouri
$257K -$21.7K -50 -7%
AAM
841
Advisors Asset Management
Colorado
$256K -$383K -880 -58%
MFG
842
Menard Financial Group
Texas
$255K -$49.1K -113 -15%
CWS
843
Confluence Wealth Services
Pennsylvania
$251K +$45.7K +105 +22%
CB
844
Community Bank
New York
$250K – – –
MCC
845
Malaga Cove Capital
California
$250K +$277K +638 New
CFFP
846
Center for Financial Planning
Michigan
$249K – – –
OQS
847
Occudo Quantitative Strategies
Florida
$249K +$274K +630 New
CCM
848
Compton Capital Management
Rhode Island
$247K -$457K -1,050 -63%
NP
849
NorthRock Partners
Minnesota
$246K -$57.8K -133 -18%
SAM
850
Silvercrest Asset Management
New York
$245K – – –
32 33
34
35 36