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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
601
Silicon Valley Capital Partners
California
$12.9K +$11.4K +57 New
SWM
602
Sugarloaf Wealth Management
Georgia
$12.1K – – –
HIA
603
Harbor Investment Advisory
Maryland
$11.7K – – –
SC
604
SouthState Corp
Florida
$11.2K -$117K -583 -92%
MHR
605
Matthew Hamilton Rosenberg
$10.6K – – –
BIA
606
Bell Investment Advisors
California
$9.22K +$1K +5 +14%
CT
607
Cambridge Trust
Massachusetts
$9K – – –
MCM
608
MV Capital Management
Maryland
$8.32K +$400 +2 +6%
TAM
609
Tucker Asset Management
Colorado
$8.32K – – –
FDCC
610
Foster Dykema Cabot & Co
Massachusetts
$8K +$7.4K +37 New
CFO
611
CVA Family Office
Colorado
$7.87K +$4K +20 +133%
JWA
612
JFS Wealth Advisors
Pennsylvania
$7.65K +$2.8K +14 +70%
FMP
613
Financial Management Professionals
Texas
$7K – – –
LCM
614
Logan Capital Management
Pennsylvania
$6.75K – – –
FCB
615
First Command Bank
Texas
$6.75K +$6K +30 New
FCFS
616
First Command Financial Services
Texas
$6.75K +$6K +30 New
ZB
617
Zions Bancorporation
Utah
$6.3K – – –
GFPC
618
Global Financial Private Client
Florida
$6.14K – – –
VCM
619
Vigilant Capital Management
Maine
$6K – – –
SWA
620
Sutton Wealth Advisors
Florida
$4.72K – – –
WPWM
621
Western Pacific Wealth Management
Illinois
$4.5K – – –
SC
622
Solstein Capital
California
$4.28K – – –
EBA
623
Eagle Bay Advisors
New York
$4.05K -$1.2K -6 -25%
AFS
624
Annapolis Financial Services
Maryland
$4.05K – – –
RWM
625
Raffa Wealth Management
District of Columbia
$4.05K – – –
23 24
25
26 27