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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$89.5K +$12.3K +56 +17%
LFG
652
Larson Financial Group
Missouri
$88.2K +$33.7K +153 +65%
SO
653
Sierra Ocean
California
$85.7K – – –
FDW
654
Fourth Dimension Wealth
Ohio
$79.3K -$4.84K -22 -6%
QL
655
Quarry LP
New York
$75.2K -$144K -653 -66%
FNWA
656
Financial Network Wealth Advisors
Utah
$72.3K +$19.8K +90 +39%
SW
657
SVB Wealth
Massachusetts
$68.7K +$66.6K +303 New
ADL
658
Asset Dedication LLC
California
$66K – – –
CH
659
Cromwell Holdings
Wyoming
$64.4K +$880 +4 +1%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$62.3K +$6.6K +30 +12%
HI
661
Harbour Investments
Wisconsin
$61.9K +$440 +2 +0.7%
SIM
662
Sentry Investment Management
Wisconsin
$61K -$18.9K -86 -23%
VCM
663
Versant Capital Management
Arizona
$59.4K +$23.8K +108 +70%
SGC
664
Slocum, Gordon & Co
Rhode Island
$57.1K +$55.4K +252 New
CSP
665
Cary Street Partners
Virginia
$56K -$31.5K -143 -37%
MCM
666
Manchester Capital Management
Vermont
$55.1K +$6.82K +31 +15%
WF
667
Wayfinding Financial
Washington
$46K +$45.5K +207 New
WSCM
668
Wellington Shields Capital Management
New York
$45.3K -$187K -850 -81%
CAM
669
Costello Asset Management
Pennsylvania
$45.3K +$44K +200 New
BBHC
670
Brown Brothers Harriman & Co
New York
$43.1K -$6.6K -30 -14%
OWP
671
ORG Wealth Partners
Texas
$42.9K +$41.8K +190 New
JSAM
672
J. Safra Asset Management
New York
$39K -$63.3K -288 -63%
PP
673
Pingora Partners
Wyoming
$38.1K – – –
ZBNA
674
Zions Bancorporation, National Association
Utah
$37.4K +$36.3K +165 New
PWMA
675
Pension & Wealth Management Advisors
Massachusetts
$34.4K – – –
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