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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1001
Everhart Financial Group
Ohio
$250K +$240K +2,710 New
AIM
1002
Aurora Investment Managers
Florida
$250K – – –
CGA
1003
Crescent Grove Advisors
Illinois
$250K +$46.5K +525 +24%
PTC
1004
Private Trust Company
Ohio
$249K +$8.94K +101 +4%
GIM
1005
Groesbeck Investment Management
New Jersey
$249K – – –
MFG
1006
Magnus Financial Group
New York
$248K +$886 +10 +0.4%
WW
1007
Westshore Wealth
California
$248K -$1.68K -19 -0.7%
WKSWA
1008
White Knight Strategic Wealth Advisors
New Jersey
$247K -$4.25K -48 -2%
SAI
1009
Systematic Alpha Investments
New Jersey
$247K – – –
T
1010
TOBAM
France
$245K -$136K -1,536 -37%
SIM
1011
Sentry Investment Management
Wisconsin
$245K -$48K -542 -17%
SAMC
1012
Spectrum Asset Management (California)
California
$243K +$233K +2,631 New
BFA
1013
Bill Few Associates
Pennsylvania
$243K +$19.6K +221 +9%
CAM
1014
Cozad Asset Management
Illinois
$242K – – –
ICP
1015
Interchange Capital Partners
Pennsylvania
$241K +$231K +2,607 New
MSS
1016
Mitchell Sinkler & Starr
Pennsylvania
$240K +$248K +2,800 New
ABC
1017
Associated Banc-Corp
Wisconsin
$240K +$1.95K +22 +0.9%
GWP
1018
Gen-Wealth Partners
Michigan
$239K +$35K +395 +18%
BFC
1019
Blue Fin Capital
Rhode Island
$238K +$228K +2,576 New
ISWM
1020
Independent Solutions Wealth Management
New York
$236K +$12K +136 +6%
LCM
1021
LCM Capital Management
Illinois
$235K +$10.9K +123 +5%
CFP
1022
Catalyst Financial Partners
Massachusetts
$234K +$20.5K +232 +10%
PL
1023
Parthenon LLC
Kentucky
$233K – – –
MFG
1024
Mosaic Financial Group
Illinois
$233K +$6.2K +70 +3%
VR
1025
Valued Retirements
Texas
$232K -$13.7K -155 -6%
39 40
41
42 43