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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Curi Wealth Management
North Carolina
$466K – – –
SCM
877
Shelton Capital Management
Colorado
$466K – – –
AI
878
AXS Investments
New York
$465K -$174K -1,551 -28%
CA
879
Clearstead Advisors
Ohio
$465K +$119K +1,059 +37%
FNT
880
First National Trust
Pennsylvania
$464K -$15.1K -135 -3%
MLL
881
Moody Lynn & Lieberson
Massachusetts
$463K -$2.48M -22,145 -85%
HAM
882
Hedges Asset Management
Nevada
$459K – – –
CPIG
883
Chicago Partners Investment Group
Illinois
$458K +$20.4K +182 +4%
DHFB
884
Dixon Hubard Feinour & Brown
Virginia
$456K -$11.2K -100 -3%
PCM
885
Parsons Capital Management
Rhode Island
$454K +$9.98K +89 +2%
BW
886
Bison Wealth
Georgia
$452K -$12.1K -108 -3%
OC
887
Oakworth Capital
Alabama
$452K – – –
AAM
888
AR Asset Management
California
$450K – – –
PA
889
Pinnacle Associates
New York
$448K +$427K +3,808 New
MFW
890
Meristem Family Wealth
Minnesota
$447K -$619K -5,517 -59%
CLOS
891
Compagnie Lombard Odier SCmA
Switzerland
$445K – – –
CIA
892
Capital Investment Advisors
Georgia
$444K -$337 -3 -0.1%
TPM
893
Triasima Portfolio Management
Quebec, Canada
$444K +$16.8K +150 +4%
NICM
894
Neo Ivy Capital Management
New York
$444K +$187K +1,669 +79%
OPS
895
Orion Portfolio Solutions
Nebraska
$437K +$26.3K +234 +7%
MLFP
896
MPS Loria Financial Planners
Illinois
$436K – – –
SS
897
Simplicity Solutions
Minnesota
$435K -$430K -3,837 -51%
CWS
898
Confluence Wealth Services
Pennsylvania
$435K +$561 +5 +0.1%
EGM
899
Engineers Gate Manager
New York
$435K +$84.7K +755 +26%
CFG
900
Cooper Financial Group
California
$434K – – –
34 35
36
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