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Edwards Lifesciences
EW

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1076
Monterey Private Wealth
California
$234K -$135K -1,200 -38%
PWP
1077
Principle Wealth Partners
Connecticut
$234K – – –
TIA
1078
Tiemann Investment Advisors
California
$232K – – –
MCWA
1079
Meadow Creek Wealth Advisors
Georgia
$232K +$221K +1,970 New
GA
1080
Geller Advisors
New York
$231K +$13.5K +120 +7%
MAG
1081
MRA Advisory Group
New Jersey
$230K -$3.81K -34 -2%
ST
1082
Smithfield Trust
Pennsylvania
$228K -$42.7K -381 -16%
DBRC
1083
D.B. Root & Company
Pennsylvania
$227K +$337 +3 +0.2%
VC
1084
Veery Capital
Delaware
$226K -$3.03K -27 -1%
BI
1085
Ballast Inc
Kentucky
$226K – – –
PCS
1086
Personal CFO Solutions
New Jersey
$225K -$25.6K -228 -11%
AF
1087
Advisornet Financial
Minnesota
$224K +$28.3K +252 +15%
WLPWM
1088
Walled Lake Planning & Wealth Management
Illinois
$223K +$5.95K +53 +3%
SICM
1089
Sustainable Insight Capital Management
New York
$223K +$212K +1,893 New
MCM
1090
Monument Capital Management
Virginia
$222K +$212K +1,888 New
WHAM
1091
Windmill Hill Asset Management
United Kingdom
$221K +$211K +1,877 New
CTC
1092
Central Trust Company
Missouri
$219K -$897 -8 -0.4%
B
1093
Barings
North Carolina
$218K -$44K -392 -17%
LSPW
1094
Lake Street Private Wealth
Illinois
$218K -$42.3K -377 -17%
CAM
1095
Crestone Asset Management
Colorado
$218K – – –
FWIA
1096
Fort Washington Investment Advisors
Ohio
$218K +$208K +1,856 New
WI
1097
WrapManager Inc
California
$217K +$23.3K +208 +13%
CAG
1098
Crestwood Advisors Group
Massachusetts
$215K -$36.5K -325 -15%
DP
1099
Dearborn Partners
Illinois
$214K – – –
FPA
1100
First Pacific Advisors
California
$214K – – –
42 43
44
45 46