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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
851
SevenBridge Financial Group
Pennsylvania
$398K – – –
CC
852
Claybrook Capital
Massachusetts
$398K +$363K +3,846 New
FF
853
FourThought Financial
Florida
$397K -$4.81K -51 -1%
SFO
854
Standard Family Office
South Dakota
$397K – – –
DACG
855
Donor Advised Charitable Giving
California
$396K – – –
CCM
856
Community Capital Management
Florida
$395K – – –
WMP
857
Wealth Management Partners
Arizona
$393K +$21.2K +225 +6%
CLOS
858
Compagnie Lombard Odier SCmA
Switzerland
$392K -$311K -3,300 -47%
PCM
859
Parsons Capital Management
Rhode Island
$391K +$189 +2 +0.1%
AG
860
AIA Group
Hong Kong
$391K +$358K +3,798 New
5L
861
55I LLC
Massachusetts
$390K +$10.5K +111 +3%
CCMW
862
Cypress Capital Management (Wyoming)
Wyoming
$386K – – –
CRWM
863
Castle Rock Wealth Management
California
$386K +$1.7K +18 +0.5%
MLFP
864
MPS Loria Financial Planners
Illinois
$384K – – –
WPW
865
Warther Private Wealth
Ohio
$381K +$342K +3,631 New
CIA
866
Capital Investment Advisors
Georgia
$380K +$32K +340 +10%
IA
867
IFP Advisors
Florida
$379K -$1.35M -14,341 -80%
WAG
868
Winthrop Advisory Group
Massachusetts
$379K -$60.2K -639 -15%
LNWTC
869
Laird Norton Wetherby Trust Company
Washington
$378K -$6.13K -65 -2%
CFA
870
Carroll Financial Associates
North Carolina
$378K +$2.64K +28 +0.8%
CB
871
CNB Bank
Pennsylvania
$376K +$15.1K +160 +5%
SAMC
872
Spectrum Asset Management (California)
California
$369K – – –
WA
873
Wealth Architects
California
$366K +$22.2K +236 +7%
WMA
874
Wealth Management Associates
New Jersey
$357K – – –
DSC
875
Duncker Streett & Co
Missouri
$356K +$38.6K +410 +14%
33 34
35
36 37