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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Cooper Financial Group
California
$805K +$322K +1,870 +61%
SWM
502
Spire Wealth Management
Virginia
$796K -$116K -672 -12%
MG
503
Mather Group
Illinois
$783K +$824K +4,789 New
PIM
504
Penobscot Investment Management
Massachusetts
$778K – – –
WFA
505
Wipfli Financial Advisors
Wisconsin
$778K +$818K +4,758 New
CW
506
CreativeOne Wealth
Kansas
$762K +$14.3K +83 +2%
MFC
507
Mechanics Financial Corp
Ohio
$754K +$2.23K +13 +0.3%
AI
508
Accredited Investors
Minnesota
$752K – – –
RWM
509
Ritholtz Wealth Management
New York
$748K +$507K +2,949 +181%
KPWS
510
Kestra Private Wealth Services
Texas
$745K -$20.5K -119 -3%
MME
511
Meag Munich Ergo
Germany
$741K -$162K -941 -17%
ICG
512
InterOcean Capital Group
Tennessee
$735K +$119K +694 +18%
OAM
513
Oppenheimer Asset Management
New York
$732K -$132K -769 -15%
NL
514
NVWM LLC
Pennsylvania
$725K -$187K -1,087 -20%
FWCM
515
Ferguson Wellman Capital Management
Oregon
$723K – – –
PAG
516
Private Advisor Group
New Jersey
$710K -$783K -4,553 -51%
Lido Advisors
517
Lido Advisors
California
$710K +$507K +2,951 +211%
TMAM
518
Tokio Marine Asset Management
Japan
$703K +$32K +186 +5%
BWA
519
Bordeaux Wealth Advisors
California
$700K +$3.27K +19 +0.4%
BL
520
Balentine LLC
Georgia
$699K +$54.5K +317 +8%
DWM
521
Dakota Wealth Management
Florida
$685K +$9.29K +54 +1%
EMG
522
ETF Managers Group
New Jersey
$681K +$27.5K +160 +4%
BAAM
523
Baker Avenue Asset Management
California
$681K +$717K +4,169 New
MS
524
Maven Securities
Jersey
$674K +$710K +4,126 New
DA
525
DCM Advisors
New York
$665K -$117K -683 -14%