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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
551
Integrated Wealth Concepts
Massachusetts
$1.11M +$455K +5,513 +66%
GLA
552
Great Lakes Advisors
Illinois
$1.11M -$92.3K -1,119 -7%
ECM
553
Everence Capital Management
Indiana
$1.1M – – –
WPC
554
Wedmont Private Capital
Pennsylvania
$1.1M +$146K +1,769 +15%
DM
555
Deerfield Management
New York
$1.1M – – –
CPW
556
Cove Private Wealth
New York
$1.1M +$75.8K +919 +7%
WS
557
Wedbush Securities
California
$1.09M -$43.8K -531 -4%
CCC
558
Chesapeake Capital Corp
Florida
$1.08M +$41.1K +498 +4%
SWM
559
Shelton Wealth Management
Texas
$1.08M +$1.11M +13,452 New
CCM
560
Coldstream Capital Management
Washington
$1.07M +$305K +3,698 +38%
GIA
561
Gateway Investment Advisers
Ohio
$1.07M +$88K +1,067 +9%
PCA
562
Private Capital Advisors
Connecticut
$1.06M – – –
AI
563
Atria Investments
North Carolina
$1.05M +$151K +1,832 +16%
FPAS
564
Focus Partners Advisor Solutions
Missouri
$1.05M -$114K -1,380 -10%
AF
565
Ally Financial
Michigan
$1.04M +$1.07M +13,000 New
CRC
566
Curi RMB Capital
Illinois
$1.04M -$234K -2,840 -18%
CA
567
Cullinan Associates
Kentucky
$1.01M – – –
WA
568
Waddell & Associates
Tennessee
$992K +$3.46K +42 +0.3%
VI
569
Vestcor Inc
New Brunswick, Canada
$989K – – –
IA
570
Inspire Advisors
Idaho
$987K +$1.02M +12,329 New
VAS
571
Vestmark Advisory Solutions
Massachusetts
$984K +$40.6K +492 +4%
B
572
Bailard
California
$984K -$11.8K -143 -1%
OWA
573
Octavia Wealth Advisors
Ohio
$975K -$5.03K -61 -0.5%
BFPW
574
BOK Financial Private Wealth
Colorado
$968K – – –
AUB
575
Atlantic Union Bankshares
Virginia
$966K +$14.3K +173 +1%
21 22
23
24 25