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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
701
WealthPlan Investment Management
Nebraska
$569K +$8.24K +100 +1%
WLIM
702
White Lighthouse Investment Management
Massachusetts
$569K – – –
VST
703
Van Strum & Towne
California
$567K -$4.37K -53 -0.7%
BCM
704
Bayesian Capital Management
New York
$567K +$583K +7,077 New
IA
705
IFP Advisors
Florida
$559K -$456K -5,527 -44%
NB
706
Nicolet Bankshares
Wisconsin
$558K +$570K +6,917 New
DWP
707
Daymark Wealth Partners
Ohio
$555K -$34K -412 -6%
PAP
708
Persistent Asset Partners
Hong Kong
$554K +$95.1K +1,154 +20%
NSIM
709
North Star Investment Management
Illinois
$551K -$989 -12 -0.2%
VA
710
VestGen Advisors
Illinois
$545K +$192K +2,331 +52%
SFS
711
Symphony Financial Services
Ohio
$542K -$8.66K -105 -2%
CW
712
CreativeOne Wealth
Kansas
$534K +$289K +3,510 +111%
PA
713
Profund Advisors
Maryland
$533K -$255K -3,096 -32%
EFG
714
Everhart Financial Group
Ohio
$532K +$40.1K +487 +8%
KCP
715
Kera Capital Partners
California
$531K +$51.1K +620 +10%
HPC
716
HM Payson & Co
Maine
$530K – – –
LOAMS
717
Lombard Odier Asset Management (Switzerland)
Switzerland
$528K -$615K -7,458 -53%
TAM
718
Trust Asset Management
Texas
$527K – – –
FA
719
Forefront Analytics
Pennsylvania
$526K +$38K +461 +8%
WT
720
Whittier Trust
California
$526K +$63.9K +775 +14%
RCAG
721
Rehmann Capital Advisory Group
Michigan
$525K +$13.3K +161 +3%
FRA
722
Frank Rimerman Advisors
California
$522K +$742 +9 +0.1%
RHJA
723
Rice Hall James & Associates
California
$522K -$5.52K -67 -1%
WSFS
724
Wilmington Savings Fund Society
Delaware
$514K – – –
RSWM
725
Robertson Stephens Wealth Management
California
$508K -$8K -97 -2%
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