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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
Frontier Wealth Management
Missouri
$463K -$11.7K -100 -3%
BBNA
902
Bremer Bank National Association
Minnesota
$463K – – –
DG
903
DMC Group
Alabama
$462K +$529K +4,536 New
SMG
904
Spectrum Management Group
Indiana
$460K +$414K +3,553 New
KCM
905
KRS Capital Management
Michigan
$460K +$415K +3,555 New
CCMG
906
Clark Capital Management Group
Pennsylvania
$457K +$162K +1,393 +65%
FL
907
Fort LP
Maryland
$455K +$410K +3,514 New
OPS
908
Orion Portfolio Solutions
Nebraska
$450K +$14.3K +123 +4%
WAG
909
Winthrop Advisory Group
Massachusetts
$450K +$20.2K +173 +5%
DSC
910
Duncker Streett & Co
Missouri
$445K – – –
M
911
Mirova
France
$443K -$243K -2,084 -38%
CNBT
912
Cornerstone National Bank & Trust
Illinois
$442K – – –
MC
913
Middleton & Co
Massachusetts
$439K – – –
SDWMA
914
Schneider Downs Wealth Management Advisors
Pennsylvania
$439K – – –
LFM
915
LGT Fund Management
Liechtenstein
$438K +$394K +3,378 New
WB
916
West Bancorporation
Iowa
$434K +$390K +3,347 New
PMFA
917
Plante Moran Financial Advisors
Michigan
$430K -$36.6K -314 -9%
AWM
918
Act Wealth Management
Texas
$428K +$385K +3,300 New
ET
919
Equitable Trust
Tennessee
$428K +$385K +3,300 New
KP
920
Keel Point
Alabama
$427K +$27.3K +234 +8%
DCM
921
Dupont Capital Management
Delaware
$425K -$1.08M -9,288 -74%
AWP
922
Ascent Wealth Partners
New York
$421K -$15.4K -132 -4%
EWM
923
Evercore Wealth Management
New York
$419K – – –
SAM
924
Simplify Asset Management
Nevada
$419K +$377K +3,234 New
CRWM
925
Castle Rock Wealth Management
California
$417K +$30.3K +260 +8%
35 36
37
38 39