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Roper Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1001
KFG Wealth Management
Indiana
$283K +$49.4K +90 +20%
PCP
1002
Proficio Capital Partners
Massachusetts
$280K +$36.8K +67 +14%
GCP
1003
GSA Capital Partners
United Kingdom
$280K +$295K +538 New
EWM
1004
Endowment Wealth Management
Wisconsin
$279K -$6.04K -11 -2%
CBA
1005
Coastal Bridge Advisors
Connecticut
$279K
MWM
1006
MGB Wealth Management
Texas
$276K +$16.5K +30 +6%
RS
1007
R Squared
Hong Kong
$276K +$291K +530 New
Los Angeles Capital Management
1008
Los Angeles Capital Management
California
$275K
HPBT
1009
Hickory Point Bank & Trust
Illinois
$273K +$289K +526 New
Fayez Sarofim & Co
1010
Fayez Sarofim & Co
Texas
$272K
SWP
1011
Sagespring Wealth Partners
Tennessee
$272K +$287K +523 New
KWM
1012
Kingsview Wealth Management
Oregon
$271K +$4.94K +9 +2%
RWM
1013
Ritholtz Wealth Management
New York
$271K -$141K -257 -33%
CGA
1014
Crescent Grove Advisors
Illinois
$270K
EDRH
1015
Edmond de Rothschild Holding
Switzerland
$269K -$32.9K -60 -10%
QI
1016
Qtron Investments
Massachusetts
$269K
SAI
1017
Savvy Advisors Inc
New York
$265K +$52.7K +96 +23%
PGA
1018
Portland Global Advisors
Maine
$265K
CRC
1019
Curi RMB Capital
Illinois
$262K -$364K -663 -57%
CWA
1020
CM Wealth Advisors
Ohio
$260K
EGA
1021
E&G Advisors
Texas
$260K
MCWS
1022
McKinley Carter Wealth Services
West Virginia
$258K
SIA
1023
Strategic Investment Advisors
Michigan
$257K -$2.2K -4 -0.8%
OPOWM
1024
One Plus One Wealth Management
Florida
$255K +$270K +491 New
JGUA
1025
John G. Ullman & Associates
New York
$255K -$4.94K -9 -2%