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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
701
Annis Gardner Whiting Capital Advisors
Florida
$5.27K +$217 +1 +4%
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$5.05K -$19.6K -90 -80%
WTA
703
Washington Trust Advisors
Massachusetts
$4.86K – – –
AEPWM
704
Atlantic Edge Private Wealth Management
Florida
$4.39K – – –
AWM
705
Abound Wealth Management
Tennessee
$4.17K -$3.91K -18 -49%
SC
706
Solstein Capital
California
$4.17K – – –
PA
707
Pineridge Advisors
Missouri
$4.17K +$4.13K +19 New
CPG
708
Cornerstone Planning Group
New Jersey
$4.13K – – –
AFS
709
Annapolis Financial Services
Maryland
$3.95K – – –
RWM
710
Raffa Wealth Management
District of Columbia
$3.95K – – –
TSWM
711
Tyler-Stone Wealth Management
Ohio
$3.73K – – –
TWP
712
Triad Wealth Partners
Kansas
$3.73K +$3.69K +17 New
PWMG
713
Private Wealth Management Group
New Jersey
$3.51K -$3.26K -15 -48%
CFO
714
CVA Family Office
Colorado
$3.51K +$217 +1 +7%
SC
715
SouthState Corp
Florida
$3.51K +$3.48K +16 New
S
716
Sachetta
Massachusetts
$3.32K +$1.74K +8 +133%
DJSG
717
D.J. St. Germain
Massachusetts
$2.85K – – –
SIC
718
SJS Investment Consulting
Ohio
$2.2K -$23.9K -110 -92%
PCM
719
Penserra Capital Management
California
$2K – – –
HCP
720
Hexagon Capital Partners
Arkansas
$1.98K +$1.96K +9 New
DF
721
Dunhill Financial
United Kingdom
$1.97K +$434 +2 +29%
NMM
722
Naples Money Management
Florida
$1.97K – – –
GWM
723
Geneos Wealth Management
Colorado
$1.76K – – –
FP
724
Financial Perspectives
Minnesota
$1.6K – – –
TCM
725
TD Capital Management
Tennessee
$1.54K – – –
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