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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
801
J.M. Forbes & Co
Massachusetts
$403K – – –
DC
802
Diametric Capital
Massachusetts
$402K +$367K +5,274 New
WBC
803
Westpac Banking Corp
Australia
$402K -$1.73M -24,863 -83%
IFWM
804
Institute for Wealth Management
Colorado
$399K -$6.05K -87 -2%
RCM
805
Radnor Capital Management
Pennsylvania
$395K -$41.7K -600 -10%
FWTB
806
First Western Trust Bank
Colorado
$390K +$356K +5,120 New
VFA
807
Valeo Financial Advisors
Indiana
$390K +$138K +1,978 +63%
QCG
808
Quadrant Capital Group
Ohio
$387K -$45.9K -660 -12%
BWG
809
Berry Wealth Group
Texas
$386K +$352K +5,059 New
BMC
810
Benin Management Corp
Connecticut
$386K -$93.5K -1,344 -21%
MFG
811
MidWestOne Financial Group
Iowa
$385K +$6.68K +96 +2%
NPA
812
Nichols & Pratt Advisers
Massachusetts
$385K – – –
BBA
813
Braun-Bostich & Associates
Pennsylvania
$385K +$116K +1,674 +50%
FC
814
Forte Capital
New York
$385K -$7.65K -110 -2%
LCM
815
Liberty Capital Management
Michigan
$384K – – –
MG
816
Mather Group
Illinois
$383K -$27.5K -395 -7%
AWA
817
Alta Wealth Advisors
Massachusetts
$383K +$1.81K +26 +0.5%
IA
818
IFP Advisors
Florida
$383K +$38.5K +553 +12%
PAM
819
Palisade Asset Management
Minnesota
$380K -$86.6K -1,245 -20%
CT
820
Chicago Trust
Illinois
$376K -$1.32K -19 -0.4%
VA
821
Valmark Advisers
Ohio
$375K +$57.4K +825 +20%
SWM
822
SeaCrest Wealth Management
New York
$372K -$35K -503 -9%
HBT
823
Hills Bank & Trust
Iowa
$370K – – –
BL
824
Balentine LLC
Georgia
$369K +$336K +4,833 New
PPWP
825
Premier Path Wealth Partners
New Jersey
$366K +$334K +4,803 New
31 32
33
34 35