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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Modera Wealth Management
New Jersey
$255K +$229K +1,966 New
G
1077
GenTrust
Florida
$254K -$59.3K -508 -18%
OFG
1078
OmniStar Financial Group
North Carolina
$253K -$4.08K -35 -2%
VC
1079
Veery Capital
Delaware
$252K – – –
LA
1080
Latitude Advisors
Florida
$250K – – –
DBRC
1081
D.B. Root & Company
Pennsylvania
$250K +$117 +1 +0.1%
BI
1082
Ballast Inc
Kentucky
$248K – – –
CC
1083
Commons Capital
Massachusetts
$245K +$221K +1,893 New
CA
1084
Cornerstone Advisory
Maryland
$245K +$221K +1,893 New
BP
1085
Ballentine Partners
Massachusetts
$242K +$583 +5 +0.3%
CTC
1086
Central Trust Company
Missouri
$242K +$23.9K +205 +12%
BAM
1087
Belpointe Asset Management
Nevada
$240K -$33.5K -287 -13%
MAM
1088
McLean Asset Management
Virginia
$240K -$2.8K -24 -1%
CAM
1089
Crestone Asset Management
Colorado
$240K – – –
WLPWM
1090
Walled Lake Planning & Wealth Management
Illinois
$239K – – –
GA
1091
Geller Advisors
New York
$239K +$233 +2 +0.1%
PCP
1092
Proficio Capital Partners
Massachusetts
$238K +$1.52K +13 +0.7%
CAM
1093
Close Asset Management
United Kingdom
$236K – – –
DP
1094
Dearborn Partners
Illinois
$236K – – –
FPA
1095
First Pacific Advisors
California
$236K – – –
HWAM
1096
Hennion & Walsh Asset Management
New Jersey
$235K -$203K -1,743 -49%
MCM
1097
Maple Capital Management
Vermont
$234K +$211K +1,807 New
CT
1098
Caldwell Trust
Florida
$233K – – –
CCM
1099
Check Capital Management
California
$233K – – –
SB
1100
Sunflower Bank
Texas
$233K – – –
42 43
44
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