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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Curi Wealth Management
North Carolina
$416K +$379K +4,564 New
SMH
802
Sanders Morris Harris
Texas
$414K – – –
CWM
803
Circle Wealth Management
New Jersey
$414K +$376K +4,534 New
W
804
WealthStone
Ohio
$412K -$4.64K -56 -1%
FA
805
Fortis Advisors
Pennsylvania
$411K – – –
SACTSONJ
806
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$411K – – –
M
807
Mirova
France
$411K +$334K +4,028 +836%
HPC
808
HM Payson & Co
Maine
$409K – – –
BEAM
809
Baker Ellis Asset Management
Washington
$408K – – –
QCG
810
Quadrant Capital Group
Ohio
$405K -$11.9K -144 -3%
KA
811
Kovack Advisors
Florida
$401K +$80.2K +967 +28%
1WA
812
180 Wealth Advisors
Washington
$398K +$120K +1,448 +47%
LSAG
813
Lake Street Advisors Group
New Hampshire
$397K -$2.57K -31 -0.7%
EMG
814
ETF Managers Group
New Jersey
$396K +$32.5K +392 +10%
PP
815
Paloma Partners
Connecticut
$394K -$916K -11,042 -72%
TF
816
Trek Financial
Arizona
$393K +$357K +4,303 New
IC
817
Intersect Capital
California
$389K -$17.3K -209 -5%
RA
818
RFG Advisory
Alabama
$385K +$47K +567 +15%
KIA
819
KCM Investment Advisors
California
$384K -$16.6K -200 -5%
TI
820
Tidal Investments
Wisconsin
$384K +$62K +747 +22%
RMCM
821
Reynders McVeigh Capital Management
Massachusetts
$383K +$332 +4 +0.1%
BC
822
Bridgefront Capital
Texas
$383K +$348K +4,195 New
MFG
823
Magnus Financial Group
New York
$381K -$27K -325 -7%
FWM
824
Frontier Wealth Management
Missouri
$380K -$8.29K -100 -2%
LPIC
825
LeJeune Puetz Investment Counsel
Michigan
$379K -$28.6K -345 -8%
31 32
33
34 35