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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1026
Principle Wealth Partners
Connecticut
$225K – – –
AWA
1027
Aaron Wealth Advisors
Illinois
$225K +$227K +1,989 New
TIA
1028
Tiemann Investment Advisors
California
$224K -$25.1K -220 -10%
ESB
1029
Essex Savings Bank
Connecticut
$222K +$216K +1,888 New
PCS
1030
Personal CFO Solutions
New Jersey
$222K +$224K +1,964 New
CWP
1031
Capital Wealth Planning
Florida
$221K -$48.6K -426 -18%
EFS
1032
Essex Financial Services
Connecticut
$220K -$27.4K -240 -11%
VC
1033
Veery Capital
Delaware
$220K +$222K +1,945 New
NFG
1034
Next Financial Group
Texas
$219K +$27.1K +237 +14%
SB
1035
Strategic Blueprint
Georgia
$218K -$168K -1,469 -43%
LA
1036
Latitude Advisors
Florida
$218K +$220K +1,928 New
DBRC
1037
D.B. Root & Company
Pennsylvania
$218K +$220K +1,929 New
BI
1038
Ballast Inc
Kentucky
$217K +$219K +1,920 New
BWP
1039
BSW Wealth Partners
Colorado
$215K +$217K +1,902 New
WI
1040
WrapManager Inc
California
$213K +$214K +1,878 New
BIP
1041
Blueprint Investment Partners
North Carolina
$213K +$214K +1,879 New
BP
1042
Ballentine Partners
Massachusetts
$211K +$213K +1,862 New
GA
1043
Geller Advisors
New York
$209K -$13.8K -121 -6%
WLPWM
1044
Walled Lake Planning & Wealth Management
Illinois
$209K – – –
CAM
1045
Crestone Asset Management
Colorado
$209K +$211K +1,849 New
RT
1046
Rockland Trust
Massachusetts
$208K +$210K +1,840 New
LBD
1047
Landsberg Bennett & Dubbaneh
Florida
$208K +$212K +1,854 New
SQA
1048
Simon Quick Advisors
New Jersey
$207K +$125K +1,099 +150%
PCP
1049
Proficio Capital Partners
Massachusetts
$207K +$208K +1,826 New
CAM
1050
Close Asset Management
United Kingdom
$206K – – –
40 41
42
43 44