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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
901
RFG - Bristol Wealth Advisors
Massachusetts
$436K +$7.86K +14 +2%
CI
902
Conning Inc
Connecticut
$436K -$11.2K -20 -3%
DE
903
Diversified Enterprises
Delaware
$436K +$415K +739 New
DCM
904
Driehaus Capital Management
Illinois
$433K – – –
NW
905
NewEdge Wealth
Pennsylvania
$432K -$327K -583 -44%
OFO
906
OneAscent Family Office
Alabama
$426K +$163K +290 +67%
PAW
907
Plan A Wealth
Nebraska
$423K +$403K +718 New
GSEP
908
Golden State Equity Partners
California
$421K -$3.37K -6 -0.8%
AGWCA
909
Annis Gardner Whiting Capital Advisors
Florida
$421K -$2.25K -4 -0.6%
GS
910
GTS Securities
Florida
$420K -$356K -635 -47%
PP
911
PDS Planning
Ohio
$419K +$23.6K +42 +6%
RMCM
912
Reynders McVeigh Capital Management
Massachusetts
$417K -$61.7K -110 -13%
CRWM
913
Castle Rock Wealth Management
California
$417K +$3.37K +6 +0.9%
ST
914
Spinnaker Trust
Maine
$416K – – –
ECM
915
Evergreen Capital Management
Washington
$415K +$80.2K +143 +25%
FHC
916
First Heartland Consultants
Missouri
$415K +$22.4K +40 +6%
SWMP
917
Signature Wealth Management Partners
New Jersey
$413K – – –
TBT
918
Texas Bank & Trust
Texas
$413K – – –
SWP
919
Sagespring Wealth Partners
Tennessee
$412K +$98.2K +175 +33%
QWP
920
Quotient Wealth Partners
Texas
$411K -$26.9K -48 -6%
TNA
921
True North Advisors
Texas
$408K – – –
AF
922
Allworth Financial
California
$408K -$74.1K -132 -15%
CF
923
Convergence Financial
Missouri
$406K +$12.3K +22 +3%
WBC
924
Westpac Banking Corp
Australia
$406K -$42.6K -76 -10%
CP
925
Canopy Partners
Ohio
$404K -$1.12K -2 -0.3%
35 36
37
38 39