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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
626
Clear Investment Research
Georgia
$34K – – –
LWM
627
Liberty Wealth Management
California
$32K +$2.11K +18 +8%
AAP
628
Arax Advisory Partners
Colorado
$31K – – –
RPWA
629
Regent Peak Wealth Advisors
Georgia
$31K +$26.4K +225 New
CAAS
630
Capital Asset Advisory Services
Michigan
$28K +$24K +205 New
IAIM
631
International Assets Investment Management
Florida
$28K +$24.3K +207 New
SL
632
Savior LLC
Massachusetts
$27K – – –
CCA
633
Catalyst Capital Advisors
New York
$27K +$23.1K +197 New
CAM
634
CenterStar Asset Management
Illinois
$26K – – –
PFBT
635
Parkside Financial Bank & Trust
Missouri
$24K +$3.17K +27 +18%
BWM
636
BerganKDV Wealth Management
Minnesota
$24K +$11K +94 +116%
MWP
637
Meridian Wealth Partners
Pennsylvania
$24K +$20.5K +175 New
SLF
638
Sun Life Financial
Ontario, Canada
$23K -$235 -2 -1%
CIA
639
CSat Investment Advisory
Michigan
$21K -$215K -1,833 -92%
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
$21K +$17.8K +152 New
EARNEST Partners
641
EARNEST Partners
Georgia
$20K – – –
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
GAM
643
Guinness Asset Management
United Kingdom
$19K +$16.3K +139 New
PFO
644
Pathstone Family Office
New Jersey
$18K +$15.1K +129 New
CWA
645
Clearview Wealth Advisors
Oregon
$18K +$15.5K +132 New
GWS
646
Glassman Wealth Services
Virginia
$17K +$5.28K +45 +55%
AF
647
Advisornet Financial
Minnesota
$16K -$1.76K -15 -11%
PG
648
Proffitt & Goodson
Tennessee
$16K – – –
AWA
649
Arkadios Wealth Advisors
Georgia
$14K -$4.46K -38 -26%
PWMG
650
Prestige Wealth Management Group
New Jersey
$14K +$352 +3 +3%