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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1026
NorthCrest Asset Manangement
Minnesota
$291K +$262K +2,250 New
BJL
1027
Brighton Jones LLC
Washington
$290K +$3.38K +29 +1%
LSPW
1028
Lake Street Private Wealth
Illinois
$289K +$19.4K +166 +8%
CCA
1029
Column Capital Advisors
Indiana
$288K -$8.98K -77 -3%
PP
1030
Pegasus Partners
Wisconsin
$288K – – –
TFS
1031
Thoroughbred Financial Services
Tennessee
$288K +$260K +2,229 New
SC
1032
Sonen Capital
California
$287K +$258K +2,215 New
MSR
1033
Main Street Research
Connecticut
$285K – – –
PC
1034
Permanens Capital
New York
$285K +$257K +2,200 New
CT
1035
Cambridge Trust
Massachusetts
$285K +$257K +2,202 New
FF
1036
FourThought Financial
Florida
$284K -$130K -1,116 -34%
XSC
1037
X-Square Capital
Puerto Rico
$284K – – –
RWM
1038
Ritholtz Wealth Management
New York
$282K +$254K +2,178 New
BWP
1039
BSW Wealth Partners
Colorado
$280K +$30.1K +258 +14%
AFG
1040
Allegheny Financial Group
Pennsylvania
$279K – – –
AFM
1041
Andesa Financial Management
Pennsylvania
$279K +$41.5K +356 +20%
CAG
1042
Crestwood Advisors Group
Massachusetts
$279K +$251K +2,154 New
CISOA
1043
Capital Investment Services of America
Wisconsin
$278K – – –
SVWAG
1044
Sound View Wealth Advisors Group
Georgia
$278K – – –
MFA
1045
Mayflower Financial Advisors
Massachusetts
$278K +$467 +4 +0.2%
MFG
1046
Menard Financial Group
Texas
$277K -$40.4K -346 -14%
MW
1047
Marcum Wealth
Ohio
$277K -$2.57K -22 -1%
BWL
1048
Bogart Wealth LLC
Virginia
$277K – – –
PCS
1049
Personal CFO Solutions
New Jersey
$277K +$20.5K +176 +9%
BG
1050
Bahl & Gaynor
Ohio
$275K – – –
40 41
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43 44