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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
751
SC&H Financial Advisors
Maryland
$596K – – –
TW
752
Transform Wealth
Colorado
$592K -$307K -2,966 -32%
PAM
753
Palisade Asset Management
Minnesota
$592K – – –
BCM
754
Brookstone Capital Management
Illinois
$590K +$23.1K +223 +4%
RE
755
RBC Europe
United Kingdom
$588K – – –
MPCG
756
Matrix Private Capital Group
New York
$583K -$25.7K -248 -4%
CI
757
Conning Inc
Connecticut
$583K -$5.28K -51 -0.8%
LWAC
758
Laurel Wealth Advisors (California)
California
$582K -$93.2K -900 -13%
WLIM
759
White Lighthouse Investment Management
Massachusetts
$580K -$38K -367 -6%
ICG
760
InterOcean Capital Group
Tennessee
$580K +$632K +6,102 New
RFA
761
Resurgent Financial Advisors
Georgia
$579K -$31.2K -301 -5%
BMM
762
Buffington Mohr McNeal
Idaho
$578K +$20.7K +200 +3%
NC
763
NovaPoint Capital
Georgia
$577K -$63.1K -610 -9%
APW
764
Acima Private Wealth
Virginia
$577K – – –
GAM
765
Gotham Asset Management
New York
$576K -$1.35M -12,995 -68%
SFA
766
Souders Financial Advisors
Ohio
$576K +$2.59K +25 +0.4%
AP
767
AtonRa Partners
Switzerland
$572K -$943K -9,108 -60%
VEA
768
Virtus ETF Advisers
New York
$569K +$620K +5,989 New
WT
769
Whittier Trust
California
$566K +$127K +1,230 +26%
BC
770
Bowman & Company
Wisconsin
$563K +$28K +270 +5%
APW
771
Atlantic Private Wealth
North Carolina
$562K – – –
AB
772
Atlas Brown
Kentucky
$562K – – –
MWC
773
MBM Wealth Consultants
Missouri
$559K +$38.2K +369 +7%
HI
774
Harper Investing
California
$557K +$70.9K +685 +13%
RWB
775
RMR Wealth Builders
New Jersey
$556K -$173K -1,674 -22%
29 30
31
32 33