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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
701
Delta Asset Management
Tennessee
$5.49K – – –
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$5.27K +$217 +1 +4%
MSWM
703
Mowery & Schoenfeld Wealth Management
Illinois
$5.05K -$19.6K -90 -80%
WTA
704
Washington Trust Advisors
Massachusetts
$4.86K – – –
AEPWM
705
Atlantic Edge Private Wealth Management
Florida
$4.39K – – –
AWM
706
Abound Wealth Management
Tennessee
$4.17K -$3.91K -18 -49%
SC
707
Solstein Capital
California
$4.17K – – –
PA
708
Pineridge Advisors
Missouri
$4.17K +$4.13K +19 New
CPG
709
Cornerstone Planning Group
New Jersey
$4.13K – – –
AFS
710
Annapolis Financial Services
Maryland
$3.95K – – –
RWM
711
Raffa Wealth Management
District of Columbia
$3.95K – – –
TSWM
712
Tyler-Stone Wealth Management
Ohio
$3.73K – – –
TWP
713
Triad Wealth Partners
Kansas
$3.73K +$3.69K +17 New
PWMG
714
Private Wealth Management Group
New Jersey
$3.51K -$3.26K -15 -48%
CFO
715
CVA Family Office
Colorado
$3.51K +$217 +1 +7%
SC
716
SouthState Corp
Florida
$3.51K +$3.48K +16 New
S
717
Sachetta
Massachusetts
$3.32K +$1.74K +8 +133%
DJSG
718
D.J. St. Germain
Massachusetts
$2.85K – – –
SIC
719
SJS Investment Consulting
Ohio
$2.2K -$23.9K -110 -92%
PCM
720
Penserra Capital Management
California
$2K – – –
HCP
721
Hexagon Capital Partners
Arkansas
$1.98K +$1.96K +9 New
DF
722
Dunhill Financial
United Kingdom
$1.97K +$434 +2 +29%
NMM
723
Naples Money Management
Florida
$1.97K – – –
GWM
724
Geneos Wealth Management
Colorado
$1.76K – – –
FP
725
Financial Perspectives
Minnesota
$1.6K – – –
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