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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
MinichMacGregor Wealth Management
New York
$11.7K +$11.1K +27 New
OWA
1002
One Wealth Advisors
California
$11.7K +$11.1K +27 New
LD
1003
Lipe & Dalton
New York
$11K – – –
JFA
1004
JNBA Financial Advisors
Minnesota
$10.8K -$1.24K -3 -11%
LCM
1005
Logan Capital Management
Pennsylvania
$10.8K – – –
HWM
1006
HighMark Wealth Management
Minnesota
$10K -$412 -1 -4%
PP
1007
Pacifica Partners
Canada
$9.97K – – –
EBA
1008
Eagle Bay Advisors
New York
$9.94K +$1.65K +4 +21%
TF
1009
TimeScale Financial
Massachusetts
$9.71K – – –
MCC
1010
Money Concepts Capital
Florida
$9.11K -$46.1K -112 -84%
FA
1011
Fiduciary Alliance
South Carolina
$9.09K +$8.65K +21 New
OC
1012
Oakworth Capital
Alabama
$9.07K -$5.77K -14 -40%
BCMLT
1013
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.64K +$8.24K +20 New
RBC
1014
Romano Brothers & Co
Illinois
$8.64K +$8.24K +20 New
MYAM
1015
Meiji Yasuda Asset Management
Japan
$8.14K +$658K +1,597 +9%
AWM
1016
Atticus Wealth Management
Florida
$7.78K – – –
NIC
1017
Northwest Investment Counselors
Oregon
$7.78K – – –
LWANC
1018
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.35K – – –
PO
1019
Private Ocean
California
$7.35K +$7K +17 New
GBT
1020
Grove Bank & Trust
Florida
$7K +$6.59K +16 New
HB
1021
Horizon Bancorp
Indiana
$7K +$6.59K +16 New
CA
1022
Crewe Advisors
Utah
$6.48K -$15.2K -37 -71%
TFP
1023
Tilia Fiduciary Partners
North Carolina
$6.48K – – –
CSPIA
1024
Cary Street Partners Investment Advisory
Virginia
$6.48K +$6.18K +15 New
CSWM
1025
Cassady Schiller Wealth Management
Ohio
$6.48K +$6.18K +15 New
39 40
41
42 43