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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
601
Planned Solutions
California
$16K +$15.8K +150 New
AF
602
Advisornet Financial
Minnesota
$14K -$5.79K -55 -29%
PW
603
Price Wealth
Texas
$14K +$11.7K +111 +617%
PG
604
Proffitt & Goodson
Tennessee
$13K – – –
VAIA
605
Virtus Alternative Investment Advisers
Connecticut
$12K -$7.15K -68 -39%
ZB
606
Zions Bancorporation
Utah
$11K -$210 -2 -2%
AA
607
Advisory Alpha
Michigan
$11K +$11.2K +106 New
PWMG
608
Prestige Wealth Management Group
New Jersey
$10K – – –
SFG
609
Sowa Financial Group
Rhode Island
$10K – – –
PFWA
610
Paces Ferry Wealth Advisors
Georgia
$10K +$10.1K +96 New
BWM
611
BerganKDV Wealth Management
Minnesota
$9K – – –
FRA
612
Front Row Advisors
California
$9K – – –
TFO
613
Tarbox Family Office
California
$9K +$2.21K +21 +33%
GWS
614
Glassman Wealth Services
Virginia
$9K +$3.26K +31 +61%
NL
615
NVWM LLC
Pennsylvania
$8K – – –
WCG
616
Weaver Consulting Group
California
$8K – – –
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
TWA
618
TCI Wealth Advisors
Arizona
$7K – – –
PFA
619
Professional Financial Advisors
Nebraska
$7K +$6.73K +64 New
MF
620
Manchester Financial
California
$5K +$3.37K +32 +246%
EWA
621
Evolution Wealth Advisors
Florida
$4K – – –
FMP
622
Financial Management Professionals
Texas
$4K – – –
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
NFSG
624
Newbridge Financial Services Group
Florida
$4K +$3.58K +34 New
RWM
625
Raffa Wealth Management
District of Columbia
$3.94K – – –
23 24
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