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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
751
Equitable Trust
Tennessee
$268K – – –
GWM
752
Geneos Wealth Management
Colorado
$268K – – –
MLFP
753
MPS Loria Financial Planners
Illinois
$268K – – –
QSS
754
Quantitative Systematic Strategies
Florida
$268K +$257K +3,657 New
DAM
755
Doheny Asset Management
California
$266K -$5.27K -75 -2%
FFA
756
Fragasso Financial Advisors
Pennsylvania
$264K – – –
RAM
757
Roanoke Asset Management
New Jersey
$264K – – –
TC
758
TownSquare Capital
Utah
$262K -$12K -171 -5%
HFM
759
Harvest Fund Management
China
$262K +$115K +1,638 +84%
SS
760
Simplicity Solutions
Minnesota
$259K +$248K +3,528 New
CBU
761
CIBC Bank USA
Illinois
$259K +$248K +3,534 New
GAM
762
GQ Asset Management
New York
$259K +$249K +3,540 New
RWA
763
Ropes Wealth Advisors
Massachusetts
$258K -$6.32K -90 -2%
O
764
Ossiam
France
$257K +$190K +2,703 +339%
HA
765
Hamel Associates
New Jersey
$253K – – –
IIA
766
IPG Investment Advisors
California
$253K +$242K +3,450 New
BAM
767
Belpointe Asset Management
Nevada
$252K -$40.7K -579 -14%
PTC
768
Private Trust Company
Ohio
$251K – – –
FFN
769
Focus Financial Network
Minnesota
$247K +$237K +3,372 New
SFG
770
SevenBridge Financial Group
Pennsylvania
$247K – – –
BRWA
771
B. Riley Wealth Advisors
Florida
$245K -$7.8K -111 -3%
BC
772
Burney Company
Virginia
$245K -$2.53K -36 -1%
BJL
773
Brighton Jones LLC
Washington
$245K +$235K +3,342 New
KJHP
774
K.J. Harrison & Partners
Ontario, Canada
$242K – – –
GIM
775
Groesbeck Investment Management
New Jersey
$242K +$232K +3,300 New
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31
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