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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
Mutual Advisors
Nebraska
$405K -$4.5K -21 -1%
OF
502
Optimize Financial
California
$403K -$1.29K -6 -0.3%
SCS
503
Sound Capital Solutions
Florida
$403K +$411K +1,916 New
SCA
504
Snowden Capital Advisors
New York
$401K +$41.6K +194 +11%
GRP
505
Global Retirement Partners
California
$392K +$399K +1,861 New
EWM
506
Empirical Wealth Management
Washington
$391K +$399K +1,859 New
EP
507
Evelyn Partners
$389K +$396K +1,848 New
ECM
508
Evergreen Capital Management
Washington
$389K +$105K +492 +36%
BAAM
509
Baker Avenue Asset Management
California
$388K +$192K +895 +94%
AF
510
Allworth Financial
California
$388K +$28.3K +132 +8%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$386K +$22.7K +106 +6%
SCP
512
Sivia Capital Partners
California
$386K +$393K +1,831 New
CTA
513
Clear Trail Advisors
Texas
$385K -$18.2K -85 -4%
OIS
514
OneAscent Investment Solutions
Alabama
$380K -$140K -654 -27%
MAS
515
Meeder Advisory Services
Ohio
$375K +$57K +266 +18%
IB
516
Intrust Bank
Kansas
$374K -$31.5K -147 -8%
EFM
517
E Fund Management
China
$372K +$643 +3 +0.2%
LP
518
LMR Partners
United Kingdom
$372K +$379K +1,766 New
CL
519
Choreo LLC
Illinois
$371K +$59.8K +279 +19%
AWA
520
Aaron Wealth Advisors
Illinois
$370K +$128K +598 +52%
GIA
521
Gateway Investment Advisers
Ohio
$370K -$5.17M -24,136 -93%
BP
522
Ballentine Partners
Massachusetts
$363K -$120K -562 -25%
WFA
523
Wellspring Financial Advisors
Ohio
$357K +$17.8K +83 +5%
SC
524
Shearwater Capital
Colorado
$357K – – –
AA
525
Ancora Advisors
Ohio
$355K +$39.5K +184 +12%
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