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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
701
WD Rutherford
Oregon
$360K -$57.7K -305 -15%
SBH
702
Segall Bryant & Hamill
Illinois
$360K -$18.9K -100 -6%
BWP
703
BSW Wealth Partners
Colorado
$357K -$16.5K -87 -5%
FTWA
704
Fifth Third Wealth Advisors
Ohio
$354K +$319K +1,684 New
FCP
705
Fidelis Capital Partners
Florida
$353K +$58.6K +310 +22%
TWI
706
Thomas White International
Illinois
$350K – – –
HIIFS
707
Harel Insurance Investments & Financial Services
Israel
$346K -$208K -1,100 -40%
CAG
708
Csenge Advisory Group
Florida
$345K – – –
HWM
709
HB Wealth Management
Georgia
$342K +$56.9K +301 +23%
CI
710
CX Institutional
Indiana
$340K +$305K +1,613 New
AA
711
ALPS Advisors
Colorado
$339K -$51.1K -270 -14%
IPW
712
Invictus Private Wealth
Colorado
$338K – – –
GAM
713
Garrison Asset Management
Arkansas
$336K – – –
MGIA
714
Moneta Group Investment Advisors
Missouri
$335K +$302K +1,595 New
IAA
715
Independent Advisor Alliance
North Carolina
$333K +$299K +1,583 New
FB
716
Fulton Bank
Pennsylvania
$333K +$299K +1,583 New
AUB
717
Atlantic Union Bankshares
Virginia
$330K +$297K +1,569 New
MC
718
Machina Capital
France
$326K +$294K +1,554 New
AAS
719
Avantax Advisory Services
Texas
$326K +$7.19K +38 +3%
PCS
720
Personal CFO Solutions
New Jersey
$325K +$292K +1,545 New
BIP
721
Blueprint Investment Partners
North Carolina
$323K +$291K +1,537 New
JWM
722
Janiczek Wealth Management
Colorado
$322K -$2.84K -15 -1%
MFS
723
Mirabella Financial Services
United Kingdom
$320K +$288K +1,525 New
RB
724
Renasant Bank
Mississippi
$319K -$28.9K -153 -9%
FFM
725
Forum Financial Management
Illinois
$319K – – –
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