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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1026
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K – – –
CGA
1027
Crescent Grove Advisors
Illinois
$227K +$228K +2,001 New
CPO
1028
Cerity Partners OCIO
New York
$226K +$228K +1,996 New
OFG
1029
OmniStar Financial Group
North Carolina
$225K -$29.7K -260 -12%
PWP
1030
Principle Wealth Partners
Connecticut
$225K – – –
AWA
1031
Aaron Wealth Advisors
Illinois
$225K +$227K +1,989 New
TIA
1032
Tiemann Investment Advisors
California
$224K -$25.1K -220 -10%
ESB
1033
Essex Savings Bank
Connecticut
$222K +$216K +1,888 New
PCS
1034
Personal CFO Solutions
New Jersey
$222K +$224K +1,964 New
CWP
1035
Capital Wealth Planning
Florida
$221K -$48.6K -426 -18%
EFS
1036
Essex Financial Services
Connecticut
$220K -$27.4K -240 -11%
VC
1037
Veery Capital
Delaware
$220K +$222K +1,945 New
NFG
1038
Next Financial Group
Texas
$219K +$27.1K +237 +14%
SB
1039
Strategic Blueprint
Georgia
$218K -$168K -1,469 -43%
LA
1040
Latitude Advisors
Florida
$218K +$220K +1,928 New
DBRC
1041
D.B. Root & Company
Pennsylvania
$218K +$220K +1,929 New
BI
1042
Ballast Inc
Kentucky
$217K +$219K +1,920 New
BWP
1043
BSW Wealth Partners
Colorado
$215K +$217K +1,902 New
WI
1044
WrapManager Inc
California
$213K +$214K +1,878 New
BIP
1045
Blueprint Investment Partners
North Carolina
$213K +$214K +1,879 New
BP
1046
Ballentine Partners
Massachusetts
$211K +$213K +1,862 New
GA
1047
Geller Advisors
New York
$209K -$13.8K -121 -6%
WLPWM
1048
Walled Lake Planning & Wealth Management
Illinois
$209K – – –
CAM
1049
Crestone Asset Management
Colorado
$209K +$211K +1,849 New
RT
1050
Rockland Trust
Massachusetts
$208K +$210K +1,840 New
40 41
42
43 44