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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
701
Dynamic Wealth Strategies
California
$20K – – –
EDRH
702
Edmond de Rothschild Holding
Switzerland
$19.6K +$19.9K +93 New
CA
703
Centerpoint Advisors
Massachusetts
$19K -$214 -1 -1%
TM
704
Torren Management
California
$18.6K – – –
FFO
705
Fortitude Family Office
Arizona
$17.9K -$429 -2 -2%
JWA
706
JFS Wealth Advisors
Pennsylvania
$17.1K – – –
AWM
707
Activest Wealth Management
Florida
$15.8K +$13.9K +65 +650%
TPCW
708
TD Private Client Wealth
New York
$14.9K -$4.72K -22 -24%
AUB
709
Atlantic Union Bankshares
Virginia
$14.7K -$214 -1 -1%
RPA
710
Redwood Park Advisors
California
$14.7K – – –
KFA
711
Kelleher Financial Advisors
New York
$14.3K – – –
WAG
712
Wilkerson Advisory Group
Missouri
$14.1K -$4.5K -21 -24%
CAL
713
Capital Advisors Ltd
Ohio
$14K -$214 -1 -2%
FMII
714
Farmers & Merchants Investments Inc
Nebraska
$13.9K – – –
CFFP
715
Center for Financial Planning
Michigan
$13.5K -$193K -898 -93%
BWA
716
Basecamp Wealth Advisors
Washington
$13.5K -$4.29K -20 -24%
HI
717
Harbour Investments
Wisconsin
$13.4K +$1.29K +6 +10%
RWM
718
RMG Wealth Management
Wisconsin
$12.8K -$3.22K -15 -22%
CT
719
Clearstead Trust
Maine
$12.6K +$12.9K +60 New
WA
720
Westfuller Advisors
New York
$12.4K +$10.5K +49 +490%
DIP
721
DT Investment Partners
Pennsylvania
$12.2K – – –
IA
722
IFG Advisory
Georgia
$11.8K +$12K +56 New
GCM
723
Gables Capital Management
Florida
$10.5K – – –
RCM
724
Raleigh Capital Management
North Carolina
$10K – – –
APW
725
Allied Private Wealth
Florida
$9.85K +$10.1K +47 New
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