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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
576
CX Institutional
Indiana
$261K +$734 +3 +0.3%
OFS
577
OneAscent Financial Services
Alabama
$260K +$42.1K +172 +17%
ST
578
Smithfield Trust
Pennsylvania
$259K +$20.3K +83 +8%
WANY
579
Wealthspire Advisors (New York)
New York
$258K -$89.3K -365 -24%
AWA
580
Aaron Wealth Advisors
Illinois
$257K -$239K -976 -46%
HDIM
581
Hanson & Doremus Investment Management
Vermont
$256K – – –
BCWM
582
Bartlett & Co Wealth Management
Ohio
$253K +$245 +1 +0.1%
CFG
583
Citizens Financial Group
Rhode Island
$252K +$278K +1,138 New
BMCM
584
Bryn Mawr Capital Management
Pennsylvania
$251K -$14.7K -60 -5%
KBFS
585
Kohmann Bosshard Financial Services
Ohio
$251K – – –
PA
586
Profund Advisors
Maryland
$249K -$129K -526 -32%
B
587
Bailard
California
$249K +$1.96K +8 +0.7%
VAG
588
VisionPoint Advisory Group
Texas
$248K -$24.2K -99 -8%
NB
589
Nicolet Bankshares
Wisconsin
$247K +$275K +1,125 New
NAM
590
NorthCrest Asset Manangement
Minnesota
$243K -$631K -2,579 -70%
TAM
591
Trust Asset Management
Texas
$242K – – –
JSW
592
Journey Strategic Wealth
New Jersey
$242K -$136K -556 -34%
PPWP
593
Premier Path Wealth Partners
New Jersey
$238K +$263K +1,075 New
WA
594
Waddell & Associates
Tennessee
$235K -$284K -1,159 -52%
FCP
595
Fidelis Capital Partners
Florida
$235K +$3.18K +13 +1%
GCP
596
GSA Capital Partners
United Kingdom
$234K +$259K +1,060 New
CIAS
597
Capital Investment Advisory Services
North Carolina
$231K +$18.8K +77 +8%
RIG
598
RiverFront Investment Group
Virginia
$231K +$255K +1,043 New
VAS
599
Vestmark Advisory Solutions
Massachusetts
$230K -$1.51M -6,192 -86%
OWM
600
OneAscent Wealth Management
Alabama
$228K -$12.7K -52 -5%
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