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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
926
Next Financial Group
Texas
$162K -$86.9K -1,114 -36%
LWS
927
Lucia Wealth Services
California
$162K +$159K +2,034 New
JFGIW
928
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$161K – – –
GWM
929
Geneos Wealth Management
Colorado
$159K -$152K -1,943 -49%
ZB
930
Zions Bancorporation
Utah
$158K – – –
FPA
931
First Pacific Advisors
California
$150K – – –
EP
932
Eudaimonia Partners
Tennessee
$148K +$56.2K +720 +63%
HIIFS
933
Harel Insurance Investments & Financial Services
Israel
$148K +$109K +1,400 +313%
WLPWM
934
Walled Lake Planning & Wealth Management
Illinois
$147K – – –
BWL
935
Bogart Wealth LLC
Virginia
$146K – – –
CAM
936
Close Asset Management
United Kingdom
$145K – – –
HFRG
937
Houlihan Financial Resource Group
Virginia
$144K +$140K +1,800 New
WAM
938
Wolverine Asset Management
Illinois
$138K +$133K +1,704 +6,086%
AIL
939
AGF Investments LLC
Ontario, Canada
$137K -$503K -6,452 -79%
HI
940
Hudock Inc
Pennsylvania
$136K – – –
BCA
941
Berman Capital Advisors
Georgia
$126K -$7.33K -94 -6%
LS
942
Leelyn Smith
Illinois
$126K – – –
FCH
943
Freestone Capital Holdings
Washington
$121K +$119K +1,522 New
SIAS
944
Shine Investment Advisory Services
Colorado
$119K -$24.4K -313 -17%
ST
945
Smithfield Trust
Pennsylvania
$119K +$6.32K +81 +6%
NNP
946
Nachman Norwood & Parrott
South Carolina
$118K +$115K +1,479 New
OAJ
947
Ogorek Anthony Joseph
New York
$117K – – –
PO
948
Private Ocean
California
$114K – – –
IFAM
949
Institutional & Family Asset Management
Colorado
$108K – – –
CAGAS
950
Capital Advisory Group Advisory Services
Minnesota
$107K – – –
36 37
38
39 40