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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
501
Sherbrooke Park Advisers
New York
$819K +$815K +5,100 New
SAM
502
Security Asset Management
New York
$817K -$13.3K -83 -2%
CP
503
CenterBook Partners
Connecticut
$809K +$805K +5,033 New
BS
504
Bessemer Securities
New York
$804K – – –
WMSA
505
Weiss Multi-Strategy Advisers
New York
$803K -$3.01M -18,817 -79%
FPCM
506
Financial Partners Capital Management
New York
$801K – – –
CW
507
CreativeOne Wealth
Kansas
$798K +$48.9K +306 +7%
HBT
508
Heartland Bank & Trust
Illinois
$794K -$84.4K -528 -10%
ACA
509
Affinity Capital Advisors
California
$794K – – –
VEA
510
Virtus ETF Advisers
New York
$784K +$136K +853 +21%
LCM
511
Liberty Capital Management
Michigan
$780K +$209K +1,305 +37%
CFG
512
Cooper Financial Group
California
$779K -$12.3K -77 -2%
CCM
513
Coldstream Capital Management
Washington
$777K +$773K +4,835 New
FTDI
514
First Trust Direct Indexing
Massachusetts
$776K -$118K -738 -13%
BRWA
515
B. Riley Wealth Advisors
Florida
$770K -$97.5K -610 -11%
MG
516
Mather Group
Illinois
$769K – – –
MS
517
Maven Securities
Jersey
$769K +$106K +662 +16%
EGM
518
Engineers Gate Manager
New York
$766K +$290K +1,816 +62%
PIM
519
Penobscot Investment Management
Massachusetts
$765K – – –
TMAM
520
Tokio Marine Asset Management
Japan
$751K +$59.3K +371 +9%
PWAG
521
Polaris Wealth Advisory Group
California
$749K +$711K +4,447 New
CPC
522
Cookson Peirce & Co
Pennsylvania
$747K +$245K +1,530 +49%
CG
523
Colony Group
Massachusetts
$744K -$377K -2,359 -34%
MFC
524
Mechanics Financial Corp
Ohio
$741K – – –
AI
525
Accredited Investors
Minnesota
$739K – – –
19 20
21
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