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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$255K +$239K +1,369 New
AAS
652
Annex Advisory Services
Wisconsin
$252K – – –
OPS
653
Orion Portfolio Solutions
Nebraska
$250K +$234K +1,342 New
MF
654
Magnetar Financial
Illinois
$248K +$232K +1,332 New
VFA
655
Voya Financial Advisors
Connecticut
$244K +$226K +1,294 New
CFB
656
Cullen/Frost Bankers
Texas
$242K – – –
MC
657
Machina Capital
France
$242K +$227K +1,300 New
BWM
658
Buckley Wealth Management
Nevada
$242K +$227K +1,301 New
GA
659
GraniteShares Advisors
New York
$240K +$225K +1,289 New
WFI
660
West Family Investments
California
$239K -$31.7K -182 -12%
CWP
661
Concord Wealth Partners
Virginia
$239K +$171K +983 +329%
LOAMS
662
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K +$222K +1,272 New
NFG
663
Next Financial Group
Texas
$235K +$150K +859 +212%
PCG
664
Private Capital Group
Connecticut
$232K +$697 +4 +0.3%
EI
665
Ellevest Inc
New York
$230K -$290K -1,666 -57%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$229K -$55.6K -319 -21%
NIMI
667
Natixis Investment Managers International
France
$228K -$58.6K -336 -22%
FPS
668
Fieldpoint Private Securities
Connecticut
$226K +$55.8K +320 +36%
HFP
669
Holistic Financial Partners
Indiana
$226K +$211K +1,213 New
AWM
670
Affinity Wealth Management
Delaware
$224K -$33.1K -190 -12%
WGCA
671
Wolf Group Capital Advisors
Virginia
$224K +$210K +1,203 New
BBA
672
Braun-Bostich & Associates
Pennsylvania
$224K +$254K +1,458 New
BOPW
673
Brandywine Oak Private Wealth
Pennsylvania
$223K +$209K +1,200 New
BFEC
674
Benjamin F. Edwards & Company
Missouri
$220K -$11.7K -67 -5%
1WM
675
1900 Wealth Management
Texas
$219K +$204K +1,173 New
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