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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
501
Opal Wealth Advisors
New York
$257K -$42.8K -190 -13%
CWM
502
Curi Wealth Management
North Carolina
$256K +$8.12K +36 +3%
AWM
503
Avitas Wealth Management
California
$253K +$276K +1,226 New
HA
504
Herold Advisors
New York
$251K +$62.9K +279 +30%
KFA
505
Krane Funds Advisors
New York
$250K -$87.9K -390 -24%
AO
506
Advisor OS
Illinois
$247K -$26.8K -119 -9%
MA
507
Montag & Associates
Georgia
$247K – – –
LWAC
508
Laurel Wealth Advisors (California)
California
$242K -$136K -605 -34%
FHA
509
First Horizon Advisors
Tennessee
$241K +$190K +842 +256%
CI
510
Cigna Investments
Connecticut
$240K -$106K -469 -29%
F
511
F3Logic
Minnesota
$240K +$676 +3 +0.3%
FC
512
Forte Capital
New York
$239K – – –
CP
513
CenterBook Partners
Connecticut
$232K +$254K +1,126 New
CNC
514
Canandaigua National Corp
New York
$230K -$2.48K -11 -1%
PWS
515
Peterson Wealth Services
Utah
$227K +$249K +1,103 New
VIA
516
Vident Investment Advisory
Georgia
$226K -$463K -2,054 -65%
EWM
517
Empirical Wealth Management
Washington
$225K +$58.2K +258 +31%
FFM
518
Forum Financial Management
Illinois
$223K +$10.8K +48 +5%
ARC
519
Advisor Resource Council
Texas
$223K +$35.4K +157 +17%
PNC
520
Park National Corp
Ohio
$221K -$1.13K -5 -0.5%
APA
521
Astoria Portfolio Advisors
New York
$219K +$239K +1,060 New
PTC
522
Private Trust Company
Ohio
$216K -$57.9K -257 -20%
KF
523
Krilogy Financial
Missouri
$216K – – –
TAM
524
Trust Asset Management
Texas
$216K +$20.7K +92 +10%
CAM
525
Cresset Asset Management
Illinois
$214K -$7.21K -32 -3%
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