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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
751
Ignite Planners
California
$269K +$10K +53 +4%
PTC
752
Petrus Trust Company
Texas
$267K -$53.9K -285 -18%
FCBT
753
First Citizens Bank & Trust
North Carolina
$267K +$240K +1,271 New
HKIMG
754
Hutchens & Kramer Investment Management Group
Indiana
$265K +$238K +1,259 New
TA
755
TrueWealth Advisors
Alabama
$262K -$15.3K -81 -6%
LFA
756
Legacy Financial Advisors
Kentucky
$261K -$45.8K -242 -16%
PWPS
757
Pinnacle Wealth Planning Services
Ohio
$261K -$2.27K -12 -1%
BC
758
Brookfield Corp
Ontario, Canada
$261K +$235K +1,240 New
NC
759
NinePointTwo Capital
California
$260K +$234K +1,239 New
CFAM
760
Center For Asset Management
Florida
$259K -$10.4K -55 -4%
T
761
TOBAM
France
$259K +$33.3K +176 +17%
MSWM
762
McGlone Suttner Wealth Management
Wisconsin
$259K +$233K +1,231 New
PCP
763
Proficio Capital Partners
Massachusetts
$259K -$17.4K -92 -7%
BP
764
Ballentine Partners
Massachusetts
$258K +$232K +1,229 New
PP
765
PDS Planning
Ohio
$258K +$232K +1,228 New
AG
766
AIA Group
Hong Kong
$256K -$28.7K -152 -11%
WA
767
Wealth Architects
California
$254K +$228K +1,208 New
BOPW
768
Brandywine Oak Private Wealth
Pennsylvania
$252K +$227K +1,200 New
MA
769
MJP Associates
Connecticut
$252K +$227K +1,200 New
BBHC
770
Brown Brothers Harriman & Co
New York
$251K +$378 +2 +0.2%
FA
771
FDx Advisors
Illinois
$251K – – –
GL
772
Graypoint LLC
New York
$250K +$225K +1,192 New
MFG
773
Merit Financial Group
Georgia
$249K +$224K +1,184 New
BAM
774
Belpointe Asset Management
Nevada
$248K +$40.9K +216 +22%
LFDLE
775
La Financiere de L'Echiquier
France
$247K -$180K -951 -45%
29 30
31
32 33