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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
651
Lindbrook Capital
California
$258K +$8.43K +49 +3%
OFS
652
OneAscent Financial Services
Alabama
$257K -$73.3K -426 -21%
HIM
653
Hotaling Investment Management
Pennsylvania
$257K -$3.44K -20 -1%
FH
654
FWG Holdings
Florida
$250K -$34.2K -199 -12%
CCMT
655
CMT Capital Markets Trading
Germany
$250K +$263K +1,528 New
FIM
656
Freedom Investment Management
Connecticut
$246K +$259K +1,507 New
AC
657
ASB Consultores
Florida
$246K +$259K +1,505 New
FFM
658
Forum Financial Management
Illinois
$245K – – –
LAS
659
LWM Advisory Services
Florida
$242K +$10.1K +59 +4%
IAA
660
Independent Advisor Alliance
North Carolina
$240K +$10.7K +62 +4%
CA
661
Commerzbank Aktiengesellschaft
Germany
$240K +$252K +1,467 New
CDH
662
Charles D. Hyman
$237K – – –
PSP
663
Principal Street Partners
Tennessee
$237K +$250K +1,453 New
CMF
664
Counterpoint Mutual Funds
California
$235K +$248K +1,440 New
CMBA
665
C.M. Bidwell & Associates
Hawaii
$234K -$61K -355 -20%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$233K -$4.3K -25 -2%
AAS
667
Avantax Advisory Services
Texas
$230K +$242K +1,410 New
LFA
668
Legacy Financial Advisors
Kentucky
$227K +$238K +1,386 New
AAS
669
Annex Advisory Services
Wisconsin
$221K +$688 +4 +0.3%
CIA
670
Capital Impact Advisors
Massachusetts
$219K -$31.8K -185 -12%
BWM
671
Buckley Wealth Management
Nevada
$218K -$145K -846 -39%
TA
672
TrueWealth Advisors
Alabama
$216K -$13.2K -77 -6%
AWA
673
Aaron Wealth Advisors
Illinois
$215K +$226K +1,314 New
SRG
674
SBB Research Group
Illinois
$214K +$225K +1,310 New
IP
675
Ignite Planners
California
$211K +$214K +1,243 New
25 26
27
28 29