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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
451
Red Door Wealth Management
Tennessee
$364K +$324K +1,617 New
SWM
452
Shakespeare Wealth Management
Wisconsin
$362K – – –
RWM
453
Revisor Wealth Management
Ohio
$360K -$160K -800 -33%
TF
454
TIAA FSB
Florida
$349K +$800 +4 +0.3%
PA
455
Profund Advisors
Maryland
$344K +$7.6K +38 +3%
ACM
456
Allred Capital Management
Texas
$344K +$12.4K +62 +4%
YIA
457
YHB Investment Advisors
Connecticut
$343K +$15K +75 +5%
CCA
458
Conestoga Capital Advisors
Pennsylvania
$341K -$42K -210 -12%
HFAS
459
Hummer Financial Advisory Services
Illinois
$337K -$200K -1,000 -40%
FIM
460
Freedom Investment Management
Connecticut
$335K -$58.6K -293 -16%
VIA
461
Vident Investment Advisory
Georgia
$329K +$4.2K +21 +1%
PWPS
462
Pinnacle Wealth Planning Services
Ohio
$329K -$20.6K -103 -7%
WI
463
Wahed Invest
New York
$322K +$29.6K +148 +12%
AWM
464
Apollon Wealth Management
South Carolina
$319K +$284K +1,417 New
CWS
465
Confluence Wealth Services
Pennsylvania
$318K +$200 +1 +0.1%
ACIM
466
Azimuth Capital Investment Management
Michigan
$313K – – –
DC
467
Davenport & Co
Virginia
$312K -$800 -4 -0.3%
DI
468
DFPG Investments
Utah
$311K +$274K +1,369 New
TWC
469
TD Waterhouse Canada
Ontario, Canada
$311K -$10.4K -52 -4%
HI
470
Horizon Investments
North Carolina
$310K +$24.4K +122 +10%
AO
471
Advisor OS
Illinois
$309K +$10K +50 +4%
WG
472
Winton Group
United Kingdom
$306K +$272K +1,358 New
WSC
473
Wellington Shields & Co
New York
$304K -$10K -50 -4%
CW
474
CreativeOne Wealth
Kansas
$302K +$269K +1,343 New
CCA
475
Checchi Capital Advisers
California
$299K -$8.2K -41 -3%
17 18
19
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