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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1026
Sentry Investment Management
Wisconsin
$107K -$27K -346 -20%
TIM
1027
Tortoise Investment Management
New York
$104K – – –
CSPIA
1028
Cary Street Partners Investment Advisory
Virginia
$103K -$19.1K -244 -16%
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K +$8.13K +104 +9%
CCA
1030
Catalyst Capital Advisors
New York
$101K -$4.45K -57 -4%
FFA
1031
Frazier Financial Advisors
Ohio
$99.4K – – –
CA
1032
CoreCap Advisors
Michigan
$99.4K +$8.52K +109 +9%
LI
1033
LRI Investments
Florida
$99.3K -$19.5K -250 -2%
GA
1034
GoalVest Advisory
New York
$96.8K – – –
BC
1035
Broadwater Capital
Massachusetts
$93.3K -$11.6M -148,963 -99%
KSB
1036
Kennebec Savings Bank
Maine
$93.3K – – –
FLP
1037
Financial Life Planners
Arizona
$93.3K +$93.8K +1,200 New
GRP
1038
Global Retirement Partners
California
$89.8K -$51.6K -660 -36%
WSC
1039
Wellington Shields & Co
New York
$89.4K – – –
CFO
1040
CVA Family Office
Colorado
$86.9K +$2.89K +37 +3%
TC
1041
Truvestments Capital
Florida
$83.7K -$44.7K -572 -35%
SSG
1042
Summit Securities Group
New York
$78.8K +$48.3K +618 +156%
WA
1043
Westfuller Advisors
New York
$78.7K +$79.1K +1,012 New
CYG
1044
Clean Yield Group
Vermont
$78.5K – – –
GBT
1045
Grove Bank & Trust
Florida
$78.5K – – –
ZBNA
1046
Zions Bancorporation, National Association
Utah
$76K +$2.03K +26 +3%
EWM
1047
Evolution Wealth Management
Florida
$74.7K – – –
EPIM
1048
Evelyn Partners Investment Management
$73.7K +$78.3K +1,002 +111%
LSA
1049
Leonteq Securities AG
Switzerland
$72.3K +$2.34K +30 +3%
TC
1050
Trust Company
Kansas
$72.3K +$56.3K +720 +343%
40 41
42
43 44