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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Accurate Wealth Management
Florida
$5.44K +$4.75K +27 New
LCM
602
Logan Capital Management
Pennsylvania
$5.17K – – –
ZB
603
Zions Bancorporation
Utah
$5.17K -$5.8K -33 -54%
JWA
604
JFS Wealth Advisors
Pennsylvania
$5.17K -$1.41K -8 -22%
GFPC
605
Global Financial Private Client
Florida
$5.17K – – –
HWMA
606
Heritage Wealth Management (Arizona)
Arizona
$5.17K +$2.46K +14 +100%
MPWT
607
MassMutual Private Wealth & Trust
Connecticut
$5K -$6.68K -38 -60%
VCM
608
Vigilant Capital Management
Maine
$5K – – –
CCM
609
Cribstone Capital Management
Maine
$4.8K -$8.44K -48 -65%
EBA
610
Eagle Bay Advisors
New York
$4.8K -$176 -1 -4%
BBHC
611
Brown Brothers Harriman & Co
New York
$4.43K -$46.1K -262 -92%
GWM
612
Geneos Wealth Management
Colorado
$4.25K +$2.64K +15 +188%
EI
613
Ellevest Inc
New York
$4.06K -$20.9K -119 -84%
MCM
614
MV Capital Management
Maryland
$4.06K -$1.93K -11 -33%
SWA
615
Sutton Wealth Advisors
Florida
$3.88K +$2.11K +12 +133%
WPWM
616
Western Pacific Wealth Management
Illinois
$3.69K +$3.52K +20 New
RCM
617
Raleigh Capital Management
North Carolina
$3.51K -$1.93K -11 -37%
SC
618
Solstein Capital
California
$3.51K – – –
CPG
619
Cornerstone Planning Group
New Jersey
$3.39K +$2.99K +17 New
AFS
620
Annapolis Financial Services
Maryland
$3.32K – – –
RWM
621
Raffa Wealth Management
District of Columbia
$3.32K – – –
SC
622
Schubert & Co
Texas
$3.14K +$1.58K +9 +113%
FMP
623
Financial Management Professionals
Texas
$3K – – –
BHWM
624
Bay Harbor Wealth Management
Maryland
$3K +$352 +2 +17%
AWM
625
Abound Wealth Management
Tennessee
$2.96K +$1.76K +10 +167%
23 24
25
26 27