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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
876
Triasima Portfolio Management
Quebec, Canada
$342K +$9.43K +100 +3%
AC
877
Alexandria Capital
Virginia
$341K – – –
CCM
878
Coldstream Capital Management
Washington
$340K +$32.1K +341 +12%
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$339K +$943 +10 +0.3%
PP
880
Paloma Partners
Connecticut
$337K -$229K -2,429 -43%
PWAG
881
Polaris Wealth Advisory Group
California
$337K +$9.33K +99 +3%
DAS
882
Dynamic Advisor Solutions
Arizona
$335K -$116K -1,227 -27%
EWM
883
Evercore Wealth Management
New York
$335K +$2.54K +27 +0.8%
BCA
884
Berman Capital Advisors
Georgia
$335K +$110K +1,162 +55%
PTP
885
Platform Technology Partners
New York
$334K +$304K +3,228 New
PMFA
886
Plante Moran Financial Advisors
Michigan
$332K -$152K -1,610 -33%
MPW
887
Monterey Private Wealth
California
$331K +$8.2K +87 +3%
CA
888
Clearstead Advisors
Ohio
$331K +$12K +127 +4%
CB
889
Cadence Bank
Mississippi
$329K – – –
KFI
890
Key Financial Inc
Pennsylvania
$324K – – –
CWM
891
Connecticut Wealth Management
Connecticut
$324K +$4.43K +47 +2%
MA
892
Mezzasalma Advisors
New Jersey
$322K – – –
PAA
893
Peregrine Asset Advisers
Oregon
$322K – – –
SS
894
Simplicity Solutions
Minnesota
$322K +$43.5K +461 +17%
FRM
895
Fox Run Management
Connecticut
$322K +$293K +3,108 New
JWCA
896
J.W. Cole Advisors
Florida
$320K -$17.8K -189 -6%
KP
897
Keel Point
Alabama
$320K +$11.1K +118 +4%
FCH
898
Freestone Capital Holdings
Washington
$320K +$16.2K +172 +6%
RAM
899
Roanoke Asset Management
New Jersey
$317K – – –
SOAMC
900
Spirit of America Management Corp
New York
$311K – – –
34 35
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37 38