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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
451
Tobias Financial Advisors
Florida
$38K +$36.6K +250 New
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
LFG
453
Larson Financial Group
Missouri
$34K – – –
EI
454
Ellevest Inc
New York
$34K +$33.1K +226 New
RE
455
RBC Europe
United Kingdom
$34K +$24K +164 +278%
CIA
456
CSat Investment Advisory
Michigan
$33K +$31.7K +216 New
BDWM
457
Brewin Dolphin Wealth Management
Ireland
$32.8K – – –
RMAM
458
Raab & Moskowitz Asset Management
New Jersey
$32K +$31.4K +214 New
MA
459
MUFG Americas
New York
$31K – – –
HWM
460
Holloway Wealth Management
Florida
$30K – – –
KC
461
Knuff & Co
California
$30K – – –
HIA
462
Harbor Investment Advisory
Maryland
$30K +$29.3K +200 New
RWA
463
Ropes Wealth Advisors
Massachusetts
$27K – – –
AA
464
AlphaMark Advisors
Kentucky
$23K – – –
WEC
465
Winslow Evans & Crocker
Massachusetts
$22K -$432K -2,950 -95%
HPC
466
HM Payson & Co
Maine
$21K – – –
PCIA
467
Prime Capital Investment Advisors
Kansas
$21K – – –
EWA
468
Evolution Wealth Advisors
Florida
$20K -$4.1K -28 -18%
SL
469
Savior LLC
Massachusetts
$19K +$17.9K +122 New
HWM
470
HighMark Wealth Management
Minnesota
$19K +$18.9K +129 New
LF
471
Lee Financial
Texas
$18K – – –
ACM
472
Allred Capital Management
Texas
$16K +$15.4K +105 New
CI
473
CX Institutional
Indiana
$15K – – –
CA
474
CXI Advisors
Indiana
$15K +$14.4K +98 New
OPS
475
Orion Portfolio Solutions
Nebraska
$15K +$14.7K +100 New
17 18
19
20 21