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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Column Capital Advisors
Indiana
$288K -$8.98K -77 -3%
PP
1027
Pegasus Partners
Wisconsin
$288K – – –
TFS
1028
Thoroughbred Financial Services
Tennessee
$288K +$260K +2,229 New
SC
1029
Sonen Capital
California
$287K +$258K +2,215 New
MSR
1030
Main Street Research
Connecticut
$285K – – –
PC
1031
Permanens Capital
New York
$285K +$257K +2,200 New
CT
1032
Cambridge Trust
Massachusetts
$285K +$257K +2,202 New
FF
1033
FourThought Financial
Florida
$284K -$130K -1,116 -34%
XSC
1034
X-Square Capital
Puerto Rico
$284K – – –
RWM
1035
Ritholtz Wealth Management
New York
$282K +$254K +2,178 New
BWP
1036
BSW Wealth Partners
Colorado
$280K +$30.1K +258 +14%
AFG
1037
Allegheny Financial Group
Pennsylvania
$279K – – –
AFM
1038
Andesa Financial Management
Pennsylvania
$279K +$41.5K +356 +20%
CAG
1039
Crestwood Advisors Group
Massachusetts
$279K +$251K +2,154 New
CISOA
1040
Capital Investment Services of America
Wisconsin
$278K – – –
SVWAG
1041
Sound View Wealth Advisors Group
Georgia
$278K – – –
MFA
1042
Mayflower Financial Advisors
Massachusetts
$278K +$467 +4 +0.2%
MFG
1043
Menard Financial Group
Texas
$277K -$40.4K -346 -14%
MW
1044
Marcum Wealth
Ohio
$277K -$2.57K -22 -1%
BWL
1045
Bogart Wealth LLC
Virginia
$277K – – –
PCS
1046
Personal CFO Solutions
New Jersey
$277K +$20.5K +176 +9%
BG
1047
Bahl & Gaynor
Ohio
$275K – – –
PL
1048
Parthenon LLC
Kentucky
$274K – – –
T
1049
TOBAM
France
$274K – – –
NICM
1050
Neo Ivy Capital Management
New York
$273K -$664K -5,695 -73%
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