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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
851
Confluence Wealth Services
Pennsylvania
$303K +$1.86K +25 +0.6%
SPC
852
Sigma Planning Corp
Michigan
$302K -$14.2K -190 -5%
PAW
853
Plan A Wealth
Nebraska
$302K +$288K +3,862 New
RC
854
Randolph Company
Ohio
$301K +$287K +3,852 New
MCM
855
Maple Capital Management
Vermont
$301K -$149 -2 -0.1%
AWA
856
Arkadios Wealth Advisors
Georgia
$300K +$286K +3,840 New
DS
857
DRW Securities
Illinois
$299K +$294K +3,936 New
MYIA
858
Mount Yale Investment Advisors
Colorado
$298K -$320K -4,286 -53%
WAG
859
Winthrop Advisory Group
Massachusetts
$297K – – –
ECM
860
Evergreen Capital Management
Washington
$295K +$373 +5 +0.1%
PWP
861
Prasad Wealth Partners
Ohio
$294K – – –
VCA
862
Verdence Capital Advisors
Maryland
$293K -$2.46K -33 -0.9%
KCP
863
Kera Capital Partners
California
$293K +$48.9K +655 +21%
SF
864
Summit Financial
New Jersey
$291K -$29.5K -396 -10%
SCM
865
Sone Capital Management
New York
$290K +$277K +3,709 New
EP
866
Edgestream Partners
New Jersey
$289K -$8.79M -117,875 -97%
SMA
867
Sage Mountain Advisors
Georgia
$289K +$57.6K +773 +27%
UW
868
Unique Wealth
Florida
$288K +$19.1K +256 +7%
AC
869
Addison Capital
Pennsylvania
$287K +$273K +3,666 New
JAG
870
Journey Advisory Group
Kentucky
$286K -$77.5K -1,039 -22%
CWM
871
Cornerstone Wealth Management
Missouri
$285K +$271K +3,638 New
LCM
872
Logan Capital Management
Pennsylvania
$283K – – –
SWP
873
Strategic Wealth Partners
Ohio
$282K +$269K +3,601 New
BFA
874
Bragg Financial Advisors
North Carolina
$279K +$224 +3 +0.1%
MPM
875
MBB Public Markets
Illinois
$276K -$59.1K -793 -18%
33 34
35
36 37