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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Continuum Advisory
Idaho
$588K +$54.2K +96 +10%
NIA
827
NIA Impact Advisors
California
$584K -$565 -1 -0.1%
MCM
828
Maple Capital Management
Vermont
$584K -$227K -401 -28%
BWAM
829
Boyd Watterson Asset Management
Ohio
$584K -$13.6K -24 -2%
PP
830
PDS Planning
Ohio
$583K +$180K +319 +45%
FFM
831
Forum Financial Management
Illinois
$583K +$43.5K +77 +8%
AFG
832
Atomi Financial Group
New York
$582K -$328K -580 -36%
RCA
833
Roberts Capital Advisors
Colorado
$580K – – –
1WM
834
1900 Wealth Management
Texas
$578K – – –
AB
835
ANB Bank
Colorado
$578K – – –
BCM
836
Brookstone Capital Management
Illinois
$577K +$5.09K +9 +0.9%
SAM
837
Smartleaf Asset Management
Massachusetts
$568K +$5.09K +9 +0.9%
AC
838
AlphaCore Capital
California
$568K +$146K +258 +35%
CIM
839
Corbyn Investment Management
Maryland
$567K +$566K +1,001 New
DP
840
Dearborn Partners
Illinois
$566K +$46.3K +82 +9%
PW
841
Pandora Wealth
Illinois
$562K -$63.3K -112 -10%
FRA
842
Frank Rimerman Advisors
California
$560K -$119K -210 -18%
LAM
843
Lewis Asset Management
California
$558K +$242K +429 +77%
BCV
844
Banque Cantonale Vaudoise
Switzerland
$555K -$79.1K -140 -13%
CCA
845
Cobblestone Capital Advisors
New York
$552K – – –
KPWS
846
Kestra Private Wealth Services
Texas
$552K +$210K +372 +62%
MCWA
847
Meadow Creek Wealth Advisors
Georgia
$550K -$14.1K -25 -3%
MMM
848
Mendel Money Management
Illinois
$546K – – –
GWM
849
Geneos Wealth Management
Colorado
$543K -$61K -108 -10%
RYIA
850
Roehl & Yi Investment Advisors
Oregon
$542K -$565 -1 -0.1%
32 33
34
35 36