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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
501
DCM Advisors
New York
$397K +$341K +2,908 New
FMT
502
First Mercantile Trust
Tennessee
$393K +$111K +950 +49%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$392K -$32.3K -275 -9%
CGL
504
Clarius Group LLC
Washington
$387K +$102K +867 +44%
UCFA
505
United Capital Financial Advisors
Texas
$386K -$76.9K -656 -19%
SAMC
506
Spectrum Asset Management (California)
California
$372K -$135K -1,150 -30%
KAS
507
Kestra Advisory Services
Texas
$372K +$320K +2,724 +9,080%
CW
508
CreativeOne Wealth
Kansas
$370K +$318K +2,714 New
EF
509
Empirical Finance
Pennsylvania
$367K +$58.5K +499 +23%
RA
510
RFG Advisory
Alabama
$367K +$316K +2,693 New
EI
511
Ellevest Inc
New York
$357K +$88.8K +757 +41%
GIA
512
Gladstone Institutional Advisory
Florida
$355K -$57.1K -487 -16%
RJT
513
Raymond James Trust
Florida
$354K -$15.2K -130 -5%
EGM
514
Engineers Gate Manager
New York
$350K -$501K -4,273 -62%
AII
515
AGF Investments Inc
Ontario, Canada
$349K +$300K +2,560 New
FP
516
Foundry Partners
Minnesota
$335K – – –
CG
517
Caprock Group
Idaho
$329K +$11.5K +98 +4%
NFG
518
Next Financial Group
Texas
$329K +$55.7K +475 +25%
TSW
519
Thompson Siegel & Walmsley
Virginia
$327K -$35.2K -300 -11%
VFA
520
Voya Financial Advisors
Connecticut
$320K -$3.99K -34 -1%
SBSB
521
Sullivan, Bruyette, Speros & Blaney
Virginia
$320K +$108K +922 +65%
CS
522
Comerica Securities
Michigan
$318K +$37.9K +323 +16%
ICP
523
Interchange Capital Partners
Pennsylvania
$317K +$273K +2,327 New
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$315K -$19.8K -169 -7%
CM
525
Columbus Macro
Pennsylvania
$314K -$52.1K -444 -16%
19 20
21
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