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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
726
NewEdge Wealth
Pennsylvania
$571K +$550K +6,703 New
HPC
727
HM Payson & Co
Maine
$564K -$8.21K -100 -1%
EI
728
Ellevest Inc
New York
$562K -$21.2K -258 -4%
TAM
729
Trust Asset Management
Texas
$561K -$19.9K -243 -4%
RHJA
730
Rice Hall James & Associates
California
$561K -$903 -11 -0.2%
FRA
731
Frank Rimerman Advisors
California
$555K +$34K +414 +7%
PIMJS
732
PKO Investment Management Joint-Stock
Poland
$554K -$246K -3,000 -32%
NPT
733
Nixon Peabody Trust
Massachusetts
$551K -$51K -622 -9%
RSWM
734
Robertson Stephens Wealth Management
California
$549K +$14K +170 +3%
WSFS
735
Wilmington Savings Fund Society
Delaware
$548K -$84.7K -1,032 -14%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$546K +$10.7K +130 +2%
JSW
737
Journey Strategic Wealth
New Jersey
$541K +$159K +1,943 +44%
TWC
738
TD Waterhouse Canada
Ontario, Canada
$532K -$37.1K -452 -7%
DWM
739
Destination Wealth Management
California
$530K -$8.21K -100 -2%
PAM
740
Peak Asset Management
Colorado
$527K – – –
EFG
741
Everhart Financial Group
Ohio
$525K +$39K +475 +8%
FA
742
Forefront Analytics
Pennsylvania
$521K +$133K +1,621 +36%
BCWM
743
Bartlett & Co Wealth Management
Ohio
$518K – – –
SAM
744
Smartleaf Asset Management
Massachusetts
$514K +$18.2K +222 +4%
CTA
745
Clear Trail Advisors
Texas
$512K +$493K +6,007 New
CFA
746
CWS Financial Advisors
Michigan
$512K – – –
DAM
747
Deltec Asset Management
New York
$512K +$492K +6,000 New
EW
748
Evoke Wealth
California
$511K +$126K +1,531 +34%
IRP
749
Investment Research Partners
Pennsylvania
$510K +$739 +9 +0.2%
ACM
750
Allred Capital Management
Texas
$508K -$8.21K -100 -2%
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