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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
501
Snowden Capital Advisors
New York
$401K +$41.6K +194 +11%
GRP
502
Global Retirement Partners
California
$392K +$399K +1,861 New
EWM
503
Empirical Wealth Management
Washington
$391K +$399K +1,859 New
EP
504
Evelyn Partners
$389K +$396K +1,848 New
ECM
505
Evergreen Capital Management
Washington
$389K +$105K +492 +36%
BAAM
506
Baker Avenue Asset Management
California
$388K +$192K +895 +94%
AF
507
Allworth Financial
California
$388K +$28.3K +132 +8%
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$386K +$22.7K +106 +6%
SCP
509
Sivia Capital Partners
California
$386K +$393K +1,831 New
CTA
510
Clear Trail Advisors
Texas
$385K -$18.2K -85 -4%
OIS
511
OneAscent Investment Solutions
Alabama
$380K -$140K -654 -27%
MAS
512
Meeder Advisory Services
Ohio
$375K +$57K +266 +18%
IB
513
Intrust Bank
Kansas
$374K -$31.5K -147 -8%
EFM
514
E Fund Management
China
$372K +$643 +3 +0.2%
LP
515
LMR Partners
United Kingdom
$372K +$379K +1,766 New
CL
516
Choreo LLC
Illinois
$371K +$59.8K +279 +19%
AWA
517
Aaron Wealth Advisors
Illinois
$370K +$128K +598 +52%
GIA
518
Gateway Investment Advisers
Ohio
$370K -$5.17M -24,136 -93%
BP
519
Ballentine Partners
Massachusetts
$363K -$120K -562 -25%
WFA
520
Wellspring Financial Advisors
Ohio
$357K +$17.8K +83 +5%
SC
521
Shearwater Capital
Colorado
$357K – – –
AA
522
Ancora Advisors
Ohio
$355K +$39.5K +184 +12%
MYIA
523
Mount Yale Investment Advisors
Colorado
$355K -$16.3K -76 -4%
ATPW
524
Ashton Thomas Private Wealth
Arizona
$354K +$6.43K +30 +2%
FRM
525
Fox Run Management
Connecticut
$354K +$360K +1,681 New
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