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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
976
Tred Avon Family Wealth
Maryland
$230K +$239K +517 New
WA
977
Waddell & Associates
Tennessee
$229K +$238K +514 New
SWM
978
Sendero Wealth Management
Texas
$228K +$14.4K +31 +6%
PGA
979
Portland Global Advisors
Maine
$228K – – –
G
980
GenTrust
Florida
$227K +$236K +510 New
EWM
981
Endowment Wealth Management
Wisconsin
$226K -$9.26K -20 -4%
VA
982
VestGen Advisors
Illinois
$226K -$25K -54 -10%
HPBT
983
Hickory Point Bank & Trust
Illinois
$225K -$4.63K -10 -2%
IA
984
Invested Advisors
Pennsylvania
$225K +$35.7K +77 +18%
LFM
985
LGT Fund Management
Liechtenstein
$225K -$3.47M -7,492 -94%
FLII
986
First Long Island Investors
New York
$224K +$233K +504 New
AFP
987
Ausdal Financial Partners
Iowa
$223K -$41.7K -90 -15%
OWP
988
ORG Wealth Partners
Texas
$223K +$47.7K +103 +26%
CWP
989
Core Wealth Partners
California
$223K -$58.8K -127 -20%
EGA
990
E&G Advisors
Texas
$223K – – –
LFA
991
Legacy Financial Advisors
Kentucky
$222K +$23.6K +51 +11%
CPA
992
Capital Performance Advisors
California
$221K +$230K +497 New
KA
993
Kozak & Associates
Colorado
$220K – – –
RA
994
Riversedge Advisors
Delaware
$219K +$228K +492 New
JGUA
995
John G. Ullman & Associates
New York
$218K – – –
IFA
996
Index Fund Advisors
California
$218K -$463 -1 -0.2%
AWF
997
Alpha Wealth Funds
Utah
$217K +$232K +500 New
TNA
998
True North Advisors
Texas
$217K -$111K -240 -33%
APA
999
Astoria Portfolio Advisors
New York
$217K +$77.3K +167 +35%
MO
1000
McMillan Office
Michigan
$216K +$225K +485 New
38 39
40
41 42