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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
926
Independent Solutions Wealth Management
New York
$302K -$137K -1,327 -29%
NED
927
Nancy E. Dempze
$301K +$108K +1,040 +49%
KP
928
Keel Point
Alabama
$300K -$58.5K -565 -16%
WMA
929
Wealth Management Associates
New Jersey
$299K +$38.1K +368 +13%
KCM
930
Kathmere Capital Management
Pennsylvania
$298K +$18.8K +182 +6%
PWAG
931
Polaris Wealth Advisory Group
California
$297K – – –
CCMG
932
Clark Capital Management Group
Pennsylvania
$297K +$4.55K +44 +1%
BBNA
933
Bremer Bank National Association
Minnesota
$296K – – –
WA
934
Wealth Architects
California
$295K -$9.11K -88 -3%
AWM
935
Act Wealth Management
Texas
$295K – – –
MA
936
Mezzasalma Advisors
New Jersey
$295K – – –
C
937
Certuity
Florida
$295K +$12.3K +119 +4%
BBPWM
938
Blue Bell Private Wealth Management
Pennsylvania
$295K +$311K +3,000 +3,000%
ACM
939
Advisors Capital Management
New Jersey
$294K +$45.3K +438 +17%
T
940
TOBAM
France
$293K +$87.2K +842 +38%
SW
941
SteelPeak Wealth
California
$292K +$10.4K +100 +3%
RAM
942
Roanoke Asset Management
New Jersey
$291K – – –
C
943
CEDRUS
Colorado
$290K +$20.6K +199 +7%
SFG
944
SevenBridge Financial Group
Pennsylvania
$289K -$7.76K -75 -2%
DSC
945
Duncker Streett & Co
Missouri
$288K – – –
BP
946
Ballentine Partners
Massachusetts
$288K +$91.7K +886 +41%
EWM
947
Evercore Wealth Management
New York
$287K -$4.66K -45 -1%
SOAMC
948
Spirit of America Management Corp
New York
$285K – – –
PWS
949
Peterson Wealth Services
Utah
$285K +$14.5K +140 +5%
PAIM
950
Punch & Associates Investment Management
Minnesota
$285K +$311K +3,000 New
36 37
38
39 40