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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
976
Golden State Wealth Management
California
$350K +$58.6K +502 +23%
RWP
977
Revolve Wealth Partners
New Jersey
$350K +$315K +2,703 New
IA
978
Inspire Advisors
Idaho
$349K +$314K +2,690 New
SAMC
979
Spectrum Asset Management (California)
California
$347K – – –
SAI
980
Systematic Alpha Investments
New Jersey
$346K – – –
MPAM
981
Murphy Pohlad Asset Management
Minnesota
$345K – – –
BMC
982
Beaton Management Company
Massachusetts
$340K – – –
WE
983
Wealth Effects
Massachusetts
$340K +$306K +2,625 New
APP
984
Avantax Planning Partners
Iowa
$339K +$3.27K +28 +1%
HPWM
985
Highland Private Wealth Management
Washington
$337K +$19.4K +166 +7%
FFM
986
Forum Financial Management
Illinois
$334K +$300K +2,576 New
ABC
987
Associated Banc-Corp
Wisconsin
$333K – – –
C
988
Certuity
Florida
$332K -$25.2K -216 -8%
HL
989
HeadInvest LLC
Maine
$331K +$4.43K +38 +2%
FAG
990
Fortitude Advisory Group
Washington
$331K +$298K +2,556 New
ATWA
991
Arbor Trust Wealth Advisors
Michigan
$330K – – –
SB
992
Strategic Blueprint
Georgia
$328K +$70.1K +601 +31%
RBFC
993
Roman Butler Fullerton & Co
Missouri
$326K – – –
BL
994
Balentine LLC
Georgia
$326K +$53.8K +461 +22%
CICI
995
Capital Investment Counsel Inc
North Carolina
$321K +$289K +2,480 New
WG
996
Welch Group
Alabama
$320K +$1.75K +15 +0.6%
CA
997
CoreCap Advisors
Michigan
$316K +$284K +2,438 New
OIA
998
Optimum Investment Advisors
Illinois
$315K – – –
PIM
999
Penobscot Investment Management
Massachusetts
$314K +$3.15K +27 +1%
WFI
1000
West Family Investments
California
$312K – – –
38 39
40
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