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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
501
Kestra Advisory Services
Texas
$387K +$99K +450 +36%
SC
502
Shearwater Capital
Colorado
$384K – – –
SPWG
503
Sage Private Wealth Group
Illinois
$383K +$33.7K +153 +10%
AA
504
Ancora Advisors
Ohio
$381K +$220 +1 +0.1%
PCIA
505
Prime Capital Investment Advisors
Kansas
$378K +$13.4K +61 +4%
WCF
506
West Coast Financial
California
$376K +$13.9K +63 +4%
AW
507
Apricus Wealth
South Carolina
$371K +$141K +640 +64%
P
508
Pitcairn
Pennsylvania
$370K -$10.1K -46 -3%
EI
509
Ethic Inc
New York
$370K -$979K -4,450 -73%
PWG
510
Portside Wealth Group
Utah
$366K +$55.6K +253 +19%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$365K +$11.9K +54 +3%
NI
512
Natural Investments
California
$365K -$3.74K -17 -1%
OFS
513
OneAscent Financial Services
Alabama
$362K -$88.6K -403 -20%
NWAG
514
Net Worth Advisory Group
Utah
$360K +$50.1K +228 +17%
HPM
515
Hoxton Planning & Management
West Virginia
$357K +$220 +1 +0.1%
EFM
516
E Fund Management
China
$353K -$55.4K -252 -14%
WTB
517
Washington Trust Bank
Washington
$351K +$93K +423 +38%
SWM
518
Shakespeare Wealth Management
Wisconsin
$350K – – –
SCM
519
Suvretta Capital Management
New York
$347K – – –
CG
520
Cynosure Group
Utah
$342K +$33K +150 +11%
GJWM
521
Gilliland Jeter Wealth Management
Arkansas
$341K -$242K -1,102 -42%
HFAS
522
Hummer Financial Advisory Services
Illinois
$340K – – –
EWA
523
EverSource Wealth Advisors
Alabama
$340K +$83.8K +381 +34%
WTC
524
WhitTier Trust Company
Nevada
$340K -$8.58K -39 -3%
AAP
525
Arax Advisory Partners
Colorado
$338K +$151K +688 +86%
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