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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1001
Center for Financial Planning
Michigan
$243K +$2.4K +21 +1%
BAM
1002
Belpointe Asset Management
Nevada
$243K +$68.6K +601 +39%
BWL
1003
Bogart Wealth LLC
Virginia
$242K – – –
AWM
1004
Apollon Wealth Management
South Carolina
$242K +$5.25K +46 +2%
CCMG
1005
Clark Capital Management Group
Pennsylvania
$241K +$243K +2,131 New
BG
1006
Bahl & Gaynor
Ohio
$240K – – –
T
1007
TOBAM
France
$240K – – –
PL
1008
Parthenon LLC
Kentucky
$239K – – –
WANY
1009
Wealthspire Advisors (New York)
New York
$238K +$240K +2,104 New
BA
1010
Bluesphere Advisors
Pennsylvania
$236K – – –
WW
1011
Westshore Wealth
California
$235K -$20.3K -178 -8%
BCAM
1012
Boston Common Asset Management
Massachusetts
$235K +$1.94K +17 +0.8%
FEM
1013
Fulcrum Equity Management
Texas
$235K +$237K +2,076 New
CWM
1014
Circle Wealth Management
New Jersey
$234K -$283K -2,475 -54%
WFPG
1015
Waller Financial Planning Group
Ohio
$234K – – –
LSPW
1016
Lake Street Private Wealth
Illinois
$234K +$16.8K +147 +8%
AC
1017
Alley Company
Illinois
$233K – – –
MAG
1018
MRA Advisory Group
New Jersey
$233K +$571 +5 +0.2%
MAM
1019
McLean Asset Management
Virginia
$233K +$2.74K +24 +1%
BL
1020
Balentine LLC
Georgia
$233K +$235K +2,056 New
FFG
1021
Fortem Financial Group
California
$229K – – –
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K – – –
CGA
1023
Crescent Grove Advisors
Illinois
$227K +$228K +2,001 New
CPO
1024
Cerity Partners OCIO
New York
$226K +$228K +1,996 New
OFG
1025
OmniStar Financial Group
North Carolina
$225K -$29.7K -260 -12%
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