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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
926
Centaurus Financial
California
$271K +$62.6K +797 +32%
CWM
927
Calamos Wealth Management
Illinois
$267K -$487K -6,200 -66%
WAG
928
Winthrop Advisory Group
Massachusetts
$266K +$1.1K +14 +0.4%
CB
929
Cadence Bank
Mississippi
$265K – – –
TIMH
930
Tilt Investment Management Holdings
New York
$264K +$32.9K +419 +15%
EWM
931
Evercore Wealth Management
New York
$264K -$6.05K -77 -2%
GWM
932
Gitterman Wealth Management
New Jersey
$262K +$249K +3,169 New
TW
933
Transform Wealth
Colorado
$260K -$158K -2,006 -39%
BL
934
Balentine LLC
Georgia
$260K +$247K +3,144 New
WA
935
Wealth Architects
California
$260K +$4.48K +57 +2%
PTP
936
Platform Technology Partners
New York
$260K – – –
MCM
937
Maple Capital Management
Vermont
$259K +$26.1K +332 +12%
PWAG
938
Polaris Wealth Advisory Group
California
$258K – – –
SWM
939
Seed Wealth Management
Illinois
$258K – – –
MA
940
Mezzasalma Advisors
New Jersey
$257K – – –
AWM
941
Act Wealth Management
Texas
$256K – – –
BFA
942
Bill Few Associates
Pennsylvania
$254K – – –
TA
943
TFB Advisors
Kansas
$254K -$19.1K -243 -7%
JWCA
944
J.W. Cole Advisors
Florida
$252K -$6.76K -86 -3%
BPFA
945
Barnes Pettey Financial Advisors
Mississippi
$251K +$239K +3,035 New
BG
946
Bahl & Gaynor
Ohio
$251K -$26.3K -335 -10%
CFFP
947
Center for Financial Planning
Michigan
$251K – – –
PWM
948
Purus Wealth Management
California
$250K +$3.14K +40 +1%
WMP
949
Wealth Management Partners
Arizona
$250K +$1.73K +22 +0.7%
WKSWA
950
White Knight Strategic Wealth Advisors
New Jersey
$250K – – –
36 37
38
39 40