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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
701
Stonebrook Private
Michigan
$576K +$526K +7,559 New
JIC
702
Joel Isaacson & Co
New York
$573K – – –
MMG
703
Monetary Management Group
Missouri
$571K -$90.5K -1,300 -15%
DWM
704
Destination Wealth Management
California
$569K -$117K -1,678 -18%
PWP
705
Perfromance Wealth Partners
Illinois
$567K -$176K -2,525 -25%
LIWM
706
Long Island Wealth Management
New York
$567K +$518K +7,441 New
FNBT
707
FineMark National Bank & Trust
Florida
$563K +$10.9K +157 +2%
GWM
708
Geneos Wealth Management
Colorado
$560K +$6.96K +100 +1%
1IA
709
1834 Investment Advisors
Wisconsin
$555K -$126K -1,811 -20%
RA
710
RFG Advisory
Alabama
$554K +$505K +7,263 New
ARC
711
Advisor Resource Council
Texas
$552K +$504K +7,241 New
TAM
712
Trust Asset Management
Texas
$549K – – –
RCM
713
Rain Capital Management
Oregon
$544K -$10.4K -150 -2%
NW
714
NewEdge Wealth
Pennsylvania
$541K +$72.3K +1,039 +17%
BL
715
BFSG LLC
California
$541K -$20.9K -300 -4%
DWT
716
Dorsey & Whitney Trust
South Dakota
$541K +$17.1K +246 +4%
HWM
717
Hohimer Wealth Management
Washington
$539K -$25.4K -365 -5%
VCM
718
Virtue Capital Management
Tennessee
$536K -$496K -7,128 Closed
LTAS
719
Linden Thomas Advisory Services
North Carolina
$535K +$36.7K +527 +8%
MAS
720
Meeder Advisory Services
Ohio
$534K -$81.4K -1,170 -14%
SIA
721
Soltis Investment Advisors
Utah
$531K -$9.95K -143 -2%
TCM
722
Tributary Capital Management
Nebraska
$531K -$13.9K -200 -3%
CC
723
Centiva Capital
New York
$529K -$1.12M -16,118 -70%
MCC
724
Malaga Cove Capital
California
$527K +$144K +2,076 +43%
WIM
725
WealthPlan Investment Management
Nebraska
$526K – – –
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29
30 31