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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
726
Soltis Investment Advisors
Utah
$526K +$544K +7,053 New
CCM
727
CAAS Capital Management
New York
$522K +$539K +7,000 New
TAM
728
Trust Asset Management
Texas
$521K – – –
NW
729
NewEdge Wealth
Pennsylvania
$518K -$3.01K -39 -0.6%
HIA
730
Harbor Investment Advisory
Maryland
$515K +$9.63K +125 +2%
DWM
731
Dakota Wealth Management
Florida
$508K -$42.7K -554 -8%
VST
732
Van Strum & Towne
California
$508K – – –
FMAEN1
733
Fund Management at Engine No 1
California
$508K +$65.3K +847 +14%
SAM
734
SignalPoint Asset Management
Missouri
$503K +$6.17K +80 +1%
MYIA
735
Mount Yale Investment Advisors
Colorado
$500K -$234K -3,031 -31%
NFG
736
Nations Financial Group
Iowa
$497K +$1K +13 +0.2%
MFG
737
Merit Financial Group
Georgia
$497K +$272K +3,531 +113%
SIC
738
Salem Investment Counselors
North Carolina
$496K -$127K -1,650 -20%
RFA
739
Resurgent Financial Advisors
Georgia
$495K +$28.4K +368 +6%
SP
740
Symmetry Partners
Connecticut
$494K -$60.3K -783 -11%
B
741
Bellecapital
Switzerland
$494K – – –
BCM
742
Brookstone Capital Management
Illinois
$493K +$20.7K +269 +4%
RSC
743
Red Spruce Capital
Pennsylvania
$491K – – –
NA
744
NewEdge Advisors
Louisiana
$489K -$141K -1,826 -7%
RB
745
Renasant Bank
Mississippi
$489K +$88.4K +1,147 +21%
SFA
746
Souders Financial Advisors
Ohio
$488K +$76.6K +994 +18%
RBC
747
Romano Brothers & Co
Illinois
$488K – – –
MNBTD
748
Moody National Bank Trust Division
Texas
$487K – – –
CLOS
749
Compagnie Lombard Odier SCmA
Switzerland
$482K +$24.9K +323 +5%
CFG
750
Citizens Financial Group
Rhode Island
$478K -$169K -2,196 -26%
28 29
30
31 32