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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
751
Peak Asset Management
Colorado
$586K – – –
AG
752
AlTi Global
New York
$584K +$2.48K +28 +0.4%
CFA
753
CWS Financial Advisors
Michigan
$583K – – –
CI
754
Cigna Investments
Connecticut
$583K -$4.61K -52 -0.8%
KPWS
755
Kestra Private Wealth Services
Texas
$581K +$143K +1,618 +35%
RFA
756
Resurgent Financial Advisors
Georgia
$579K +$3.37K +38 +0.6%
VAS
757
Vestmark Advisory Solutions
Massachusetts
$578K -$73.3K -828 -12%
CGPCS
758
Capital Group Private Client Services
California
$578K -$14.3M -161,282 -96%
FFA
759
Farther Finance Advisors
California
$576K +$438K +4,947 +344%
RBC
760
Romano Brothers & Co
Illinois
$575K -$17.3K -195 -3%
FB
761
Fulton Bank
Pennsylvania
$575K -$9.83K -111 -2%
CRWM
762
Castle Rock Wealth Management
California
$565K +$1.86K +21 +0.3%
HPC
763
HM Payson & Co
Maine
$564K +$1.95K +22 +0.4%
GS
764
GTS Securities
Florida
$563K +$540K +6,098 New
TWC
765
TD Waterhouse Canada
Ontario, Canada
$561K -$8.24K -93 -1%
GAM
766
Guinness Asset Management
United Kingdom
$560K +$17K +192 +3%
CIM
767
Cambria Investment Management
California
$559K +$536K +6,048 New
CCC
768
Chesapeake Capital Corp
Florida
$559K +$536K +6,048 New
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$558K +$18K +203 +3%
SBF
770
Sara-Bay Financial
Florida
$556K – – –
PIMJS
771
PKO Investment Management Joint-Stock
Poland
$554K +$310K +3,500 +140%
MYIA
772
Mount Yale Investment Advisors
Colorado
$551K -$53.9K -609 -9%
AB
773
Atlas Brown
Kentucky
$548K +$1.33K +15 +0.3%
APW
774
Acima Private Wealth
Virginia
$545K – – –
LDB
775
Lee, Danner & Bass
Tennessee
$543K +$520K +5,876 New
29 30
31
32 33