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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
651
Goldstein Munger & Associates
California
$261K -$120K -700 -30%
GAM
652
Garrison Asset Management
Arkansas
$261K – – –
FA
653
FDx Advisors
Illinois
$260K -$311K -1,806 -53%
LC
654
Lindbrook Capital
California
$258K +$8.43K +49 +3%
OFS
655
OneAscent Financial Services
Alabama
$257K -$73.3K -426 -21%
HIM
656
Hotaling Investment Management
Pennsylvania
$257K -$3.44K -20 -1%
FH
657
FWG Holdings
Florida
$250K -$34.2K -199 -12%
CCMT
658
CMT Capital Markets Trading
Germany
$250K +$263K +1,528 New
FIM
659
Freedom Investment Management
Connecticut
$246K +$259K +1,507 New
AC
660
ASB Consultores
Florida
$246K +$259K +1,505 New
FFM
661
Forum Financial Management
Illinois
$245K – – –
LAS
662
LWM Advisory Services
Florida
$242K +$10.1K +59 +4%
IAA
663
Independent Advisor Alliance
North Carolina
$240K +$10.7K +62 +4%
CA
664
Commerzbank Aktiengesellschaft
Germany
$240K +$252K +1,467 New
CDH
665
Charles D. Hyman
$237K – – –
PSP
666
Principal Street Partners
Tennessee
$237K +$250K +1,453 New
CMF
667
Counterpoint Mutual Funds
California
$235K +$248K +1,440 New
CMBA
668
C.M. Bidwell & Associates
Hawaii
$234K -$61K -355 -20%
RCAG
669
Rehmann Capital Advisory Group
Michigan
$233K -$4.3K -25 -2%
AAS
670
Avantax Advisory Services
Texas
$230K +$242K +1,410 New
LFA
671
Legacy Financial Advisors
Kentucky
$227K +$238K +1,386 New
AAS
672
Annex Advisory Services
Wisconsin
$221K +$688 +4 +0.3%
CIA
673
Capital Impact Advisors
Massachusetts
$219K -$31.8K -185 -12%
BWM
674
Buckley Wealth Management
Nevada
$218K -$145K -846 -39%
TA
675
TrueWealth Advisors
Alabama
$216K -$13.2K -77 -6%
25 26
27
28 29