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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
651
IFP Advisors
Florida
$91.6K – – –
BTI
652
Blue Trust Inc
Georgia
$89.5K +$12.3K +56 +17%
LFG
653
Larson Financial Group
Missouri
$88.2K +$33.7K +153 +65%
SO
654
Sierra Ocean
California
$85.7K – – –
FDW
655
Fourth Dimension Wealth
Ohio
$79.3K -$4.84K -22 -6%
QL
656
Quarry LP
New York
$75.2K -$144K -653 -66%
FNWA
657
Financial Network Wealth Advisors
Utah
$72.3K +$19.8K +90 +39%
SW
658
SVB Wealth
Massachusetts
$68.7K +$66.6K +303 New
ADL
659
Asset Dedication LLC
California
$66K – – –
CH
660
Cromwell Holdings
Wyoming
$64.4K +$880 +4 +1%
PFBT
661
Parkside Financial Bank & Trust
Missouri
$62.3K +$6.6K +30 +12%
HI
662
Harbour Investments
Wisconsin
$61.9K +$440 +2 +0.7%
SIM
663
Sentry Investment Management
Wisconsin
$61K -$18.9K -86 -23%
VCM
664
Versant Capital Management
Arizona
$59.4K +$23.8K +108 +70%
SGC
665
Slocum, Gordon & Co
Rhode Island
$57.1K +$55.4K +252 New
CSP
666
Cary Street Partners
Virginia
$56K -$31.5K -143 -37%
MCM
667
Manchester Capital Management
Vermont
$55.1K +$6.82K +31 +15%
WF
668
Wayfinding Financial
Washington
$46K +$45.5K +207 New
WSCM
669
Wellington Shields Capital Management
New York
$45.3K -$187K -850 -81%
CAM
670
Costello Asset Management
Pennsylvania
$45.3K +$44K +200 New
BBHC
671
Brown Brothers Harriman & Co
New York
$43.1K -$6.6K -30 -14%
OWP
672
ORG Wealth Partners
Texas
$42.9K +$41.8K +190 New
JSAM
673
J. Safra Asset Management
New York
$39K -$63.3K -288 -63%
PP
674
Pingora Partners
Wyoming
$38.1K – – –
ZBNA
675
Zions Bancorporation, National Association
Utah
$37.4K +$36.3K +165 New
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