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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
726
Natural Investments
California
$583K +$79.6K +950 +17%
FRA
727
Frank Rimerman Advisors
California
$580K -$8.96K -107 -2%
WSFS
728
Wilmington Savings Fund Society
Delaware
$578K -$3.1K -37 -0.6%
BP
729
Ballentine Partners
Massachusetts
$577K +$10.6K +127 +2%
DEA
730
DoubleLine ETF Adviser
Florida
$576K -$63.4K -757 -11%
CAI
731
Capital Advisors Inc
Oklahoma
$576K +$5.36K +64 +1%
PWM
732
Perigon Wealth Management
California
$574K +$71.3K +851 +15%
RSWM
733
Robertson Stephens Wealth Management
California
$574K -$168 -2 -0%
CAG
734
Csenge Advisory Group
Florida
$573K +$531K +6,338 New
SIA
735
Soltis Investment Advisors
Utah
$572K -$73K -871 -12%
NW
736
NewEdge Wealth
Pennsylvania
$571K +$189K +2,252 +56%
VA
737
Valmark Advisers
Ohio
$565K +$6.03K +72 +1%
HI
738
Harbour Investments
Wisconsin
$565K -$2.43K -29 -0.5%
SAM
739
Smartleaf Asset Management
Massachusetts
$562K – – –
PAM
740
Peak Asset Management
Colorado
$559K – – –
IA
741
IFP Advisors
Florida
$559K -$67.5K -806 -12%
AC
742
AlphaCore Capital
California
$558K +$230K +2,741 +80%
FA
743
Forefront Analytics
Pennsylvania
$557K -$34.8K -416 -6%
GIM
744
Generali Investments Management
Slovenia
$555K – – –
KLWA
745
Kelly Lawrence W & Associates
California
$554K -$369K -4,400 -42%
BCWM
746
Bartlett & Co Wealth Management
Ohio
$553K +$1.76K +21 +0.3%
CA
747
Clearstead Advisors
Ohio
$552K +$262K +3,126 +105%
EDRH
748
Edmond de Rothschild Holding
Switzerland
$550K -$2.24M -26,700 -81%
LOAMS
749
Lombard Odier Asset Management (Switzerland)
Switzerland
$549K -$43.6K -521 -8%
VA
750
VestGen Advisors
Illinois
$546K -$67.5K -806 -12%
28 29
30
31 32