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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
926
BCS Wealth Management
Tennessee
$203K +$204K +2,613 New
PFS
927
Prospera Financial Services
Texas
$203K +$204K +2,616 New
ABC
928
Associated Banc-Corp
Wisconsin
$202K +$203K +2,601 New
GCC
929
Guardian Capital (Canada)
Ontario, Canada
$200K +$201K +2,577 New
AIM
930
AIA Investment Management
Singapore
$192K +$192K +2,463 New
KPW
931
Kore Private Wealth
New York
$190K +$190K +2,439 New
PMFA
932
Plante Moran Financial Advisors
Michigan
$188K +$17.3K +222 +10%
CT
933
Caldwell Trust
Florida
$187K +$187K +2,400 New
CB
934
CNB Bank
Pennsylvania
$185K +$3.75K +48 +2%
PIM
935
Partner Investment Management
California
$184K -$687K -8,793 -79%
ZB
936
Zions Bancorporation
Utah
$180K -$3.51K -45 -2%
LWS
937
Lucia Wealth Services
California
$177K -$11.5K -147 -6%
AF
938
Allworth Financial
California
$160K +$1.87K +24 +1%
TL
939
TrueWealth LLC
Georgia
$159K +$2.34K +30 +1%
EP
940
Eudaimonia Partners
Tennessee
$159K +$160K +2,043 New
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K – – –
AIS
942
Accurate Investment Solutions
Pennsylvania
$157K +$158K +2,025 New
SIAS
943
Shine Investment Advisory Services
Colorado
$151K -$9.37K -120 -6%
WLPWM
944
Walled Lake Planning & Wealth Management
Illinois
$146K +$146K +1,872 New
BWL
945
Bogart Wealth LLC
Virginia
$143K – – –
GLI
946
Guardian Life Insurance
New York
$143K +$1.64K +21 +1%
RMAM
947
Raab & Moskowitz Asset Management
New Jersey
$143K +$144K +1,845 New
CIA
948
CSat Investment Advisory
Michigan
$141K +$36.8K +471 +35%
SQA
949
Simon Quick Advisors
New Jersey
$136K +$55.8K +714 +69%
OIA
950
Optimum Investment Advisors
Illinois
$133K +$15.9K +204 +14%
36 37
38
39 40