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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
926
Cadence Bank
Mississippi
$265K – – –
TIMH
927
Tilt Investment Management Holdings
New York
$264K +$32.9K +419 +15%
EWM
928
Evercore Wealth Management
New York
$264K -$6.05K -77 -2%
GWM
929
Gitterman Wealth Management
New Jersey
$262K +$249K +3,169 New
TW
930
Transform Wealth
Colorado
$260K -$158K -2,006 -39%
BL
931
Balentine LLC
Georgia
$260K +$247K +3,144 New
WA
932
Wealth Architects
California
$260K +$4.48K +57 +2%
PTP
933
Platform Technology Partners
New York
$260K – – –
MCM
934
Maple Capital Management
Vermont
$259K +$26.1K +332 +12%
PWAG
935
Polaris Wealth Advisory Group
California
$258K – – –
SWM
936
Seed Wealth Management
Illinois
$258K – – –
MA
937
Mezzasalma Advisors
New Jersey
$257K – – –
AWM
938
Act Wealth Management
Texas
$256K – – –
BFA
939
Bill Few Associates
Pennsylvania
$254K – – –
TA
940
TFB Advisors
Kansas
$254K -$19.1K -243 -7%
JWCA
941
J.W. Cole Advisors
Florida
$252K -$6.76K -86 -3%
BPFA
942
Barnes Pettey Financial Advisors
Mississippi
$251K +$239K +3,035 New
BG
943
Bahl & Gaynor
Ohio
$251K -$26.3K -335 -10%
CFFP
944
Center for Financial Planning
Michigan
$251K – – –
PWM
945
Purus Wealth Management
California
$250K +$3.14K +40 +1%
WMP
946
Wealth Management Partners
Arizona
$250K +$1.73K +22 +0.7%
WKSWA
947
White Knight Strategic Wealth Advisors
New Jersey
$250K – – –
ISWM
948
Independent Solutions Wealth Management
New York
$250K -$12.1K -154 -5%
AWP
949
Ascent Wealth Partners
New York
$249K -$1.89K -24 -0.8%
MIM
950
Merrion Investment Management
New Jersey
$248K -$157K -2,000 -40%
36 37
38
39 40