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Roper Technologies
ROP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1001
Coastal Bridge Advisors
Connecticut
$315K +$314K +556 New
LAM
1002
Longboard Asset Management
Arizona
$314K +$313K +554 New
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$313K +$35.6K +63 +13%
BWS
1004
Broadway Wealth Solutions
Texas
$313K -$2.26K -4 -0.7%
TNA
1005
True North Advisors
Texas
$313K -$79.1K -140 -20%
CC
1006
Cultivar Capital
Texas
$311K – – –
MCC
1007
Malaga Cove Capital
California
$308K – – –
WTB
1008
Washington Trust Bank
Washington
$307K -$123K -217 -29%
JMFC
1009
J.M. Forbes & Co
Massachusetts
$307K -$42.4K -75 -12%
TC
1010
TwinBeech Capital
New York
$307K +$306K +542 New
VA
1011
Valmark Advisers
Ohio
$307K +$9.04K +16 +3%
UW
1012
Unique Wealth
Florida
$306K +$9.61K +17 +3%
NG
1013
Norden Group
Utah
$306K +$305K +540 New
EPIMS
1014
Evelyn Partners Investment Management Services
$306K +$155K +275 +104%
AA
1015
Alta Advisers
United Kingdom
$306K – – –
AA
1016
Advisory Alpha
Michigan
$305K +$19.8K +35 +7%
EWM
1017
Endowment Wealth Management
Wisconsin
$304K -$10.7K -19 -3%
BJL
1018
Brighton Jones LLC
Washington
$302K +$65.5K +116 +28%
OFO
1019
OneAscent Family Office
Alabama
$302K -$107K -190 -26%
CAM
1020
Creekmur Asset Management
Illinois
$302K +$80.8K +143 +37%
MYIA
1021
Mount Yale Investment Advisors
Colorado
$300K +$3.39K +6 +1%
BAM
1022
Blueshift Asset Management
New Jersey
$296K +$296K +523 New
DT
1023
Diversified Trust
Tennessee
$295K -$5.65K -10 -2%
SW
1024
SVB Wealth
Massachusetts
$294K +$293K +518 New
QI
1025
Qtron Investments
Massachusetts
$294K – – –
39 40
41
42 43