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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1001
Marcum Wealth
Ohio
$245K +$247K +2,163 New
AFG
1002
Allegheny Financial Group
Pennsylvania
$244K – – –
CISOA
1003
Capital Investment Services of America
Wisconsin
$243K – – –
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$243K – – –
CFFP
1005
Center for Financial Planning
Michigan
$243K +$2.4K +21 +1%
BAM
1006
Belpointe Asset Management
Nevada
$243K +$68.6K +601 +39%
BWL
1007
Bogart Wealth LLC
Virginia
$242K – – –
AWM
1008
Apollon Wealth Management
South Carolina
$242K +$5.25K +46 +2%
CCMG
1009
Clark Capital Management Group
Pennsylvania
$241K +$243K +2,131 New
BG
1010
Bahl & Gaynor
Ohio
$240K – – –
T
1011
TOBAM
France
$240K – – –
PL
1012
Parthenon LLC
Kentucky
$239K – – –
WANY
1013
Wealthspire Advisors (New York)
New York
$238K +$240K +2,104 New
BA
1014
Bluesphere Advisors
Pennsylvania
$236K – – –
WW
1015
Westshore Wealth
California
$235K -$20.3K -178 -8%
BCAM
1016
Boston Common Asset Management
Massachusetts
$235K +$1.94K +17 +0.8%
FEM
1017
Fulcrum Equity Management
Texas
$235K +$237K +2,076 New
CWM
1018
Circle Wealth Management
New Jersey
$234K -$283K -2,475 -54%
WFPG
1019
Waller Financial Planning Group
Ohio
$234K – – –
LSPW
1020
Lake Street Private Wealth
Illinois
$234K +$16.8K +147 +8%
AC
1021
Alley Company
Illinois
$233K – – –
MAG
1022
MRA Advisory Group
New Jersey
$233K +$571 +5 +0.2%
MAM
1023
McLean Asset Management
Virginia
$233K +$2.74K +24 +1%
BL
1024
Balentine LLC
Georgia
$233K +$235K +2,056 New
FFG
1025
Fortem Financial Group
California
$229K – – –
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