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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
726
Capital Advisors Inc
Oklahoma
$576K +$5.36K +64 +1%
PWM
727
Perigon Wealth Management
California
$574K +$71.3K +851 +15%
RSWM
728
Robertson Stephens Wealth Management
California
$574K -$168 -2 -0%
CAG
729
Csenge Advisory Group
Florida
$573K +$531K +6,338 New
SIA
730
Soltis Investment Advisors
Utah
$572K -$73K -871 -12%
NW
731
NewEdge Wealth
Pennsylvania
$571K +$189K +2,252 +56%
VA
732
Valmark Advisers
Ohio
$565K +$6.03K +72 +1%
HI
733
Harbour Investments
Wisconsin
$565K -$2.43K -29 -0.5%
SAM
734
Smartleaf Asset Management
Massachusetts
$562K – – –
PAM
735
Peak Asset Management
Colorado
$559K – – –
IA
736
IFP Advisors
Florida
$559K -$67.5K -806 -12%
AC
737
AlphaCore Capital
California
$558K +$230K +2,741 +80%
FA
738
Forefront Analytics
Pennsylvania
$557K -$34.8K -416 -6%
GIM
739
Generali Investments Management
Slovenia
$555K – – –
KLWA
740
Kelly Lawrence W & Associates
California
$554K -$369K -4,400 -42%
BCWM
741
Bartlett & Co Wealth Management
Ohio
$553K +$1.76K +21 +0.3%
CA
742
Clearstead Advisors
Ohio
$552K +$262K +3,126 +105%
EDRH
743
Edmond de Rothschild Holding
Switzerland
$550K -$2.24M -26,700 -81%
LOAMS
744
Lombard Odier Asset Management (Switzerland)
Switzerland
$549K -$43.6K -521 -8%
VA
745
VestGen Advisors
Illinois
$546K -$67.5K -806 -12%
PIMJS
746
PKO Investment Management Joint-Stock
Poland
$543K +$58.6K +700 +13%
ECM
747
Evergreen Capital Management
Washington
$539K -$135K -1,606 -21%
PAI
748
Pittenger & Anderson Inc
Nebraska
$537K -$1.7M -20,252 -77%
AB
749
Atlas Brown
Kentucky
$536K – – –
APW
750
Atlantic Private Wealth
North Carolina
$535K – – –
28 29
30
31 32