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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
551
Penobscot Investment Management
Massachusetts
$1M – – –
I
552
InceptionR
California
$1,000K +$457K +2,414 +103%
FTDI
553
First Trust Direct Indexing
Massachusetts
$986K -$25.5K -135 -3%
CG
554
Colony Group
Massachusetts
$976K +$3.03K +16 +0.3%
MFC
555
Mechanics Financial Corp
Ohio
$973K +$3.78K +20 +0.4%
MFGM
556
Marshall Financial Group (Maryland)
Maryland
$959K -$329K -1,742 -28%
CPC
557
Cookson Peirce & Co
Pennsylvania
$946K -$28.7K -152 -3%
CC
558
Centiva Capital
New York
$939K -$587K -3,102 -41%
RJT
559
Raymond James Trust
Florida
$939K +$145K +766 +21%
EMG
560
ETF Managers Group
New Jersey
$922K +$12.3K +65 +2%
GIA
561
Gladstone Institutional Advisory
Florida
$920K +$828K +4,380 New
FWCM
562
Ferguson Wellman Capital Management
Oregon
$918K -$10.2K -54 -1%
AG
563
Ascent Group
Virginia
$918K +$300K +1,585 +57%
OQS
564
Occudo Quantitative Strategies
Florida
$903K -$1.35M -7,123 -62%
BWA
565
Bordeaux Wealth Advisors
California
$897K +$757 +4 +0.1%
PWAG
566
Polaris Wealth Advisory Group
California
$892K -$37.6K -199 -4%
HI
567
Horizon Investments
North Carolina
$885K -$808K -4,271 -50%
DWM
568
Dakota Wealth Management
Florida
$882K -$29.5K -156 -4%
AI
569
Accredited Investors
Minnesota
$861K -$95.1K -503 -11%
AM
570
AGF Management
Ontario, Canada
$858K -$27.6K -146 -3%
SIA
571
Schechter Investment Advisors
Michigan
$855K +$8.13K +43 +1%
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
$843K -$301K -1,589 -28%
CCG
573
Cypress Capital Group
Florida
$840K -$18.7K -99 -2%
CA
574
Cetera Advisors
Colorado
$813K +$28K +148 +4%
SWS
575
SYSTM Wealth Solutions
Illinois
$804K +$220K +1,164 +44%
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