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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
951
Integrity Alliance
Iowa
$225K +$3.38K +41 +1%
HT
952
Heritage Trust
Oklahoma
$224K – – –
EAN
953
Excelsior Advisor Network
Colorado
$224K +$33.6K +408 +17%
AWM
954
Arista Wealth Management
Nevada
$223K – – –
FSA
955
Financial Security Advisor
Virginia
$223K +$412 +5 +0.2%
HCM
956
Highview Capital Management
Illinois
$222K – – –
CI
957
Conning Inc
Connecticut
$221K -$35K -425 -13%
EC
958
EntryPoint Capital
New York
$221K -$202K -2,456 -47%
PWP
959
Perfromance Wealth Partners
Illinois
$221K -$41.2K -500 -15%
PFS
960
Prospera Financial Services
Texas
$221K +$4.7K +57 +2%
AHL
961
Abel Hall LLC
Louisiana
$220K +$226K +2,745 New
PFM
962
Patton Fund Management
Texas
$219K – – –
IP
963
Indivisible Partners
Florida
$219K +$1.9K +23 +0.8%
LCM
964
LCM Capital Management
Illinois
$219K +$4.12K +50 +2%
BFC
965
Blue Fin Capital
Rhode Island
$218K -$1.24K -15 -0.5%
AWM
966
Act Wealth Management
Texas
$218K – – –
SFGP
967
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$218K +$1.65K +20 +0.7%
CFFP
968
Center for Financial Planning
Michigan
$217K +$66.9K +812 +43%
JAG
969
Journey Advisory Group
Kentucky
$216K +$2.8K +34 +1%
GIM
970
Groesbeck Investment Management
New Jersey
$216K – – –
PP
971
PDS Planning
Ohio
$215K -$247 -3 -0.1%
TWIM
972
TIAA Wealth Investment Management
New York
$214K +$221K +2,678 New
SAI
973
Systematic Alpha Investments
New Jersey
$214K – – –
PDL
974
Portfolio Design Labs
California
$214K +$220K +2,668 New
EWM
975
Evercore Wealth Management
New York
$213K – – –
37 38
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