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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Core Wealth Partners
California
$304K +$307K +627 New
PP
877
PDS Planning
Ohio
$299K +$4.9K +10 +2%
SIM
878
Sentry Investment Management
Wisconsin
$298K -$42.1K -86 -12%
AF
879
Allworth Financial
California
$295K +$51K +104 +21%
WANY
880
Wealthspire Advisors (New York)
New York
$294K +$54.9K +112 +23%
SSB
881
Sandy Spring Bank
Maryland
$293K – – –
ACM
882
Advisors Capital Management
New Jersey
$293K +$48.5K +99 +20%
PWPS
883
Pinnacle Wealth Planning Services
Ohio
$293K – – –
FH
884
FWG Holdings
Florida
$291K +$11.8K +24 +4%
QI
885
Qtron Investments
Massachusetts
$291K – – –
PCM
886
Penserra Capital Management
California
$289K -$46.1K -94 -14%
CAS
887
Coppell Advisory Solutions
Texas
$287K +$82.8K +169 +34%
PPWM
888
Paragon Private Wealth Management
Kentucky
$283K +$286K +584 New
EWM
889
Endowment Wealth Management
Wisconsin
$283K -$26.5K -54 -8%
ECM
890
Evergreen Capital Management
Washington
$282K +$1.47K +3 +0.5%
GRP
891
Global Retirement Partners
California
$282K +$19.6K +40 +7%
CWM
892
Circle Wealth Management
New Jersey
$275K +$68.1K +139 +32%
WA
893
Wealth Alliance
New York
$273K +$19.1K +39 +7%
CAL
894
Capital Advisors Ltd
Ohio
$273K +$14.7K +30 +6%
GS
895
GTS Securities
Florida
$270K +$273K +558 New
MCM
896
Manchester Capital Management
Vermont
$270K – – –
JMFC
897
J.M. Forbes & Co
Massachusetts
$269K – – –
FNBT
898
FineMark National Bank & Trust
Florida
$265K -$3.43K -7 -1%
CWA
899
CM Wealth Advisors
Ohio
$262K -$154K -314 -39%
SOS
900
Silver Oak Securities
Tennessee
$260K -$20.6K -42 -7%
34 35
36
37 38