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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
501
Krilogy Financial
Missouri
$201K +$203K +1,049 New
M
502
Mirova
France
$168K +$170K +880 New
AA
503
Ancora Advisors
Ohio
$167K +$12.6K +65 +8%
FHA
504
First Horizon Advisors
Tennessee
$161K +$11.4K +59 +8%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$143K – – –
ST
506
Smithfield Trust
Pennsylvania
$134K -$180K -930 -57%
NIMI
507
Natixis Investment Managers International
France
$133K +$134K +694 New
CFFP
508
Center for Financial Planning
Michigan
$129K – – –
UB
509
UMB Bank
Missouri
$127K +$43.1K +223 +51%
CCM
510
Chilton Capital Management
Texas
$125K +$126K +654 New
SIM
511
Sentry Investment Management
Wisconsin
$125K -$3.67K -19 -3%
SC
512
SouthState Corp
Florida
$121K -$11.8K -61 -9%
BAM
513
Belpointe Asset Management
Nevada
$121K +$8.7K +45 +8%
GRP
514
Global Retirement Partners
California
$117K +$7.92K +41 +7%
IA
515
IFP Advisors
Florida
$117K -$65.7K -340 -27%
TWI
516
Thomas White International
Illinois
$114K – – –
SGC
517
Slocum, Gordon & Co
Rhode Island
$113K – – –
CFGS
518
Concourse Financial Group Securities
Alabama
$112K -$68.4K -354 -38%
AF
519
Allworth Financial
California
$107K +$4.83K +25 +5%
KFI
520
Key Financial Inc
Pennsylvania
$92.8K – – –
PPC
521
Park Place Capital
Alabama
$89.1K – – –
HNB
522
Huntington National Bank
Ohio
$88.4K +$5.99K +31 +7%
VWM
523
Venturi Wealth Management
Texas
$82.8K +$83.7K +433 New
AAP
524
Arax Advisory Partners
Colorado
$82.4K +$4.64K +24 +6%
AA
525
Alta Advisers
United Kingdom
$76.5K – – –
19 20
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