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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
851
Sage Private Wealth Group
Illinois
$364K +$31.6K +377 +10%
PWMAG
852
Pinnacle Wealth Management Advisory Group
New Jersey
$363K +$18.8K +224 +6%
PCA
853
Pallas Capital Advisors
Massachusetts
$363K -$325K -3,876 -49%
DC
854
Davenport & Co
Virginia
$361K +$334K +3,988 New
PAM
855
Panagora Asset Management
Massachusetts
$360K – – –
DO
856
denkapparat Operations
Germany
$359K +$333K +3,972 New
4WM
857
49 Wealth Management
Texas
$359K +$332K +3,966 New
A
858
Alongside
Texas
$359K +$332K +3,966 New
AGP
859
Aspire Growth Partners
Florida
$358K +$332K +3,963 New
NAM
860
NorthCrest Asset Manangement
Minnesota
$358K +$61K +728 +23%
SVCP
861
Silicon Valley Capital Partners
California
$357K – – –
ICP
862
Interchange Capital Partners
Pennsylvania
$357K +$331K +3,948 New
RIM
863
RW Investment Management
Idaho
$356K – – –
BS
864
Banco Santander
Spain
$355K -$39.1K -467 -11%
CFM
865
Catalyst Funds Management
Australia
$353K +$55.7K +665 +21%
NB
866
Nicolet Bankshares
Wisconsin
$351K -$254K -3,034 -44%
SW
867
SVB Wealth
Massachusetts
$349K -$921 -11 -0.3%
SI
868
Sava Infond
Slovenia
$348K – – –
TCOO
869
Trust Company of Oklahoma
Oklahoma
$347K +$28.2K +337 +10%
CRWM
870
Castle Rock Wealth Management
California
$347K +$316K +3,769 New
PCS
871
Personal CFO Solutions
New Jersey
$347K +$321K +3,832 New
CFFP
872
Center for Financial Planning
Michigan
$345K +$92.1K +1,100 +41%
PPWP
873
Premier Path Wealth Partners
New Jersey
$342K -$8.04K -96 -2%
7WCP
874
71 West Capital Partners
Massachusetts
$341K +$316K +3,770 New
KWA
875
Kingswood Wealth Advisors
California
$341K +$316K +3,770 New
33 34
35
36 37