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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
751
Stanley-Laman Group
Pennsylvania
$271K -$49.3K -702 -16%
SW
752
SVB Wealth
Massachusetts
$270K -$41.3K -588 -14%
ET
753
Equitable Trust
Tennessee
$268K – – –
GWM
754
Geneos Wealth Management
Colorado
$268K – – –
MLFP
755
MPS Loria Financial Planners
Illinois
$268K – – –
QSS
756
Quantitative Systematic Strategies
Florida
$268K +$257K +3,657 New
DAM
757
Doheny Asset Management
California
$266K -$5.27K -75 -2%
FFA
758
Fragasso Financial Advisors
Pennsylvania
$264K – – –
RAM
759
Roanoke Asset Management
New Jersey
$264K – – –
TC
760
TownSquare Capital
Utah
$262K -$12K -171 -5%
HFM
761
Harvest Fund Management
China
$262K +$115K +1,638 +84%
SS
762
Simplicity Solutions
Minnesota
$259K +$248K +3,528 New
CBU
763
CIBC Bank USA
Illinois
$259K +$248K +3,534 New
GAM
764
GQ Asset Management
New York
$259K +$249K +3,540 New
RWA
765
Ropes Wealth Advisors
Massachusetts
$258K -$6.32K -90 -2%
O
766
Ossiam
France
$257K +$190K +2,703 +339%
HA
767
Hamel Associates
New Jersey
$253K – – –
IIA
768
IPG Investment Advisors
California
$253K +$242K +3,450 New
BAM
769
Belpointe Asset Management
Nevada
$252K -$40.7K -579 -14%
PTC
770
Private Trust Company
Ohio
$251K – – –
FFN
771
Focus Financial Network
Minnesota
$247K +$237K +3,372 New
SFG
772
SevenBridge Financial Group
Pennsylvania
$247K – – –
BRWA
773
B. Riley Wealth Advisors
Florida
$245K -$7.8K -111 -3%
BC
774
Burney Company
Virginia
$245K -$2.53K -36 -1%
BJL
775
Brighton Jones LLC
Washington
$245K +$235K +3,342 New
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