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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
976
Independent Advisor Alliance
North Carolina
$271K +$260K +2,931 New
AWM
977
Act Wealth Management
Texas
$270K -$8.86K -100 -3%
QI
978
Qtron Investments
Massachusetts
$269K – – –
AFT
979
Alpha Family Trust
California
$269K – – –
TPA
980
Trivium Point Advisory
Connecticut
$267K +$34.4K +388 +15%
EFM
981
E Fund Management
China
$267K +$1.95K +22 +0.8%
CCFCSB
982
Cape Cod Five Cents Savings Bank
Massachusetts
$266K +$255K +2,875 New
SIA
983
Schechter Investment Advisors
Michigan
$265K – – –
ACI
984
Alpha Cubed Investments
California
$265K +$254K +2,869 New
CAL
985
Capital Advisors Ltd
Ohio
$264K – – –
SC
986
Schulhoff & Co
Ohio
$264K – – –
KP
987
Keel Point
Alabama
$264K +$81.8K +924 +30%
SMA
988
Sage Mountain Advisors
Georgia
$263K +$252K +2,849 New
WG
989
Wealth Group
North Carolina
$263K +$252K +2,844 New
DSC
990
Duncker Streett & Co
Missouri
$259K – – –
PMFA
991
Plante Moran Financial Advisors
Michigan
$259K – – –
RWM
992
Ritholtz Wealth Management
New York
$259K +$5.14K +58 +2%
FSA
993
Financial Security Advisor
Virginia
$257K – – –
HT
994
Heritage Trust
Oklahoma
$256K – – –
RWM
995
Rockline Wealth Management
New York
$256K +$245K +2,772 New
HI
996
Harbour Investments
Wisconsin
$255K -$1.06K -12 -0.4%
KCM
997
KRS Capital Management
Michigan
$253K – – –
CMI
998
Clare Market Investments
Texas
$253K +$11K +124 +5%
PWP
999
Phillips Wealth Planners
Mississippi
$251K +$31.8K +359 +15%
TGAM
1000
TBH Global Asset Management
Tennessee
$251K +$241K +2,719 New
38 39
40
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