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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
701
BlueSpruce Investments
Illinois
$759K – – –
TF
702
Trek Financial
Arizona
$756K +$130K +469 +20%
VT
703
Vise Technologies
New York
$747K -$105K -378 -12%
BRWA
704
B. Riley Wealth Advisors
Florida
$746K -$498K -1,803 -40%
RCA
705
Roberts Capital Advisors
Colorado
$741K – – –
FFA
706
Farther Finance Advisors
California
$739K +$77.4K +280 +11%
STA
707
Summit Trail Advisors
New York
$739K -$208K -752 -22%
IEFM
708
IQ EQ Fund Management
Ireland
$723K +$3.04K +11 +0.4%
ECM
709
Evergreen Capital Management
Washington
$720K -$22.7K -82 -3%
DWM
710
Dakota Wealth Management
Florida
$717K +$13K +47 +2%
AWM
711
Axxcess Wealth Management
California
$714K -$124K -449 -15%
JWM
712
JGP Wealth Management
Oregon
$711K +$37K +134 +5%
MFG
713
Menard Financial Group
Texas
$710K +$132K +478 +22%
KCM
714
Kathmere Capital Management
Pennsylvania
$701K -$158K -572 -18%
MA
715
MJP Associates
Connecticut
$697K +$34.3K +124 +5%
LSAG
716
Lake Street Advisors Group
New Hampshire
$694K +$79.6K +288 +13%
PB
717
Pinnacle Bancorp
Nebraska
$684K +$96.8K +350 +16%
HL
718
HeadInvest LLC
Maine
$682K +$696K +2,516 New
DFCM
719
Dark Forest Capital Management
Puerto Rico
$681K +$380K +1,374 +121%
RIA
720
Realta Investment Advisors
Delaware
$679K +$104K +377 +19%
CA
721
Commerzbank Aktiengesellschaft
Germany
$679K +$187K +676 +37%
RCG
722
Regatta Capital Group
California
$678K +$276 +1 +0%
VAS
723
Vestmark Advisory Solutions
Massachusetts
$678K +$334K +1,209 +94%
NWMG
724
National Wealth Management Group
Ohio
$678K +$692K +2,502 New
P
725
&Partners
Tennessee
$678K +$690K +2,497 New
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