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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modern Wealth Management
Kansas
$230K +$219K +2,942 New
IC
927
Iconiq Capital
California
$230K +$219K +2,938 New
AWM
928
Arista Wealth Management
Nevada
$229K +$218K +2,928 New
M
929
Mirova
France
$228K +$132K +1,766 +155%
PFM
930
Patton Fund Management
Texas
$226K +$216K +2,896 New
MAC
931
Mason & Associates (California)
California
$226K -$6.86K -92 -3%
TCOV
932
Trust Company of Vermont
Vermont
$226K -$3.95K -53 -2%
VAS
933
Vestmark Advisory Solutions
Massachusetts
$225K -$203K -2,727 -49%
PCIA
934
Prime Capital Investment Advisors
Kansas
$225K -$84.1K -1,127 -28%
SC
935
Schulhoff & Co
Ohio
$223K – – –
FMC
936
First Merchants Corp
Indiana
$222K -$14.9K -200 -7%
WA
937
Wealth Architects
California
$221K -$373 -5 -0.2%
AFG
938
Atomi Financial Group
New York
$221K +$211K +2,827 New
MWM
939
Modera Wealth Management
New Jersey
$221K +$211K +2,827 New
MSS
940
Mitchell Sinkler & Starr
Pennsylvania
$219K – – –
LCM
941
LCM Capital Management
Illinois
$218K +$1.72K +23 +0.8%
FSA
942
Financial Security Advisor
Virginia
$217K – – –
HCM
943
Highview Capital Management
Illinois
$217K -$392K -5,250 -65%
HT
944
Heritage Trust
Oklahoma
$217K – – –
RWM
945
Rockline Wealth Management
New York
$217K – – –
TCWA
946
Turtle Creek Wealth Advisors
Texas
$216K +$206K +2,764 New
GFP
947
Gryphon Financial Partners
Ohio
$215K +$205K +2,746 New
SSWM
948
Strait & Sound Wealth Management
California
$214K -$35.1K -471 -15%
NP
949
Nilsine Partners
Colorado
$214K +$204K +2,742 New
VR
950
Valued Retirements
Texas
$214K +$204K +2,739 New
36 37
38
39 40