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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
701
Chesley Taft & Associates
Illinois
$760K +$775K +2,805 New
BI
702
BlueSpruce Investments
Illinois
$759K – – –
TF
703
Trek Financial
Arizona
$756K +$130K +469 +20%
VT
704
Vise Technologies
New York
$747K -$105K -378 -12%
BRWA
705
B. Riley Wealth Advisors
Florida
$746K -$498K -1,803 -40%
RCA
706
Roberts Capital Advisors
Colorado
$741K – – –
FFA
707
Farther Finance Advisors
California
$739K +$77.4K +280 +11%
STA
708
Summit Trail Advisors
New York
$739K -$208K -752 -22%
IEFM
709
IQ EQ Fund Management
Ireland
$723K +$3.04K +11 +0.4%
ECM
710
Evergreen Capital Management
Washington
$720K -$22.7K -82 -3%
DWM
711
Dakota Wealth Management
Florida
$717K +$13K +47 +2%
AWM
712
Axxcess Wealth Management
California
$714K -$124K -449 -15%
JWM
713
JGP Wealth Management
Oregon
$711K +$37K +134 +5%
MFG
714
Menard Financial Group
Texas
$710K +$132K +478 +22%
KCM
715
Kathmere Capital Management
Pennsylvania
$701K -$158K -572 -18%
MA
716
MJP Associates
Connecticut
$697K +$34.3K +124 +5%
LSAG
717
Lake Street Advisors Group
New Hampshire
$694K +$79.6K +288 +13%
PB
718
Pinnacle Bancorp
Nebraska
$684K +$96.8K +350 +16%
HL
719
HeadInvest LLC
Maine
$682K +$696K +2,516 New
DFCM
720
Dark Forest Capital Management
Puerto Rico
$681K +$380K +1,374 +121%
RIA
721
Realta Investment Advisors
Delaware
$679K +$104K +377 +19%
CA
722
Commerzbank Aktiengesellschaft
Germany
$679K +$187K +676 +37%
RCG
723
Regatta Capital Group
California
$678K +$276 +1 +0%
VAS
724
Vestmark Advisory Solutions
Massachusetts
$678K +$334K +1,209 +94%
NWMG
725
National Wealth Management Group
Ohio
$678K +$692K +2,502 New
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