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Steris
STE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
751
Prestige Wealth Management Group
New Jersey
$1.03K – – –
HCP
752
Hexagon Capital Partners
Arkansas
$1.03K +$1.1K +5 New
AW
753
Avion Wealth
Texas
$1K +$878 +4 +100%
WCM
754
WealthTrak Capital Management
Virginia
$823 +$878 +4 New
GEA
755
Glen Eagle Advisors
New Jersey
$617 – – –
GBT
756
Grove Bank & Trust
Florida
$617 – – –
TCM
757
Tradewinds Capital Management
Washington
$617 – – –
WPA
758
West Paces Advisors
Georgia
$617 – – –
CSWM
759
Cassady Schiller Wealth Management
Ohio
$617 +$658 +3 New
OSNBOA
760
Old Second National Bank of Aurora
Illinois
$617 +$658 +3 New
BFPW
761
BOK Financial Private Wealth
Colorado
$412 +$439 +2 New
PWM
762
Parkworth Wealth Management
California
$411 +$439 +2 New
SMAM
763
Sugar Maple Asset Management
Wisconsin
$411 +$439 +2 New
CTWM
764
Cherry Tree Wealth Management
Minnesota
$309 – – –
WA
765
WestEnd Advisors
North Carolina
$206 – – –
NC
766
NewSquare Capital
Pennsylvania
$206 +$219 +1 New
PWA
767
Principia Wealth Advisory
Texas
$206 +$219 +1 New
SGC
768
Slocum, Gordon & Co
Rhode Island
– -$37.8M -909,841 Closed
CCM
769
Cinctive Capital Management
New York
– -$6.45M -26,575 Closed
BCM
770
Brasada Capital Management
Texas
– -$4.62M -19,686 Closed
SCM
771
Sandler Capital Management
New York
– -$1.97M -8,117 Closed
BHCM
772
Brevan Howard Capital Management
Jersey
– -$1.65M -6,798 Closed
LP
773
LMR Partners
United Kingdom
– -$1.47M -6,072 Closed
AI
774
AXS Investments
New York
– -$1.17M -4,834 Closed
FTDI
775
First Trust Direct Indexing
Massachusetts
– -$1.12M -4,603 Closed
29 30
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