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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Congress Wealth Management
Massachusetts
$368K +$55.9K +239 +18%
JWM
752
Janiczek Wealth Management
Colorado
$368K -$1.4K -6 -0.4%
KCM
753
KRS Capital Management
Michigan
$366K +$366K +1,562 New
II
754
Inspire Investing
Idaho
$366K -$35.6K -152 -9%
WI
755
Wintrust Investments
Illinois
$362K +$49.2K +210 +16%
IPW
756
Impact Partnership Wealth
Georgia
$360K +$360K +1,537 New
FPAS
757
Focus Partners Advisor Solutions
Missouri
$356K -$99.9K -427 -22%
IAA
758
Independent Advisor Alliance
North Carolina
$356K -$53.4K -228 -13%
OL
759
Optas LLC
Texas
$356K +$355K +1,518 New
FFA
760
First Foundation Advisors
California
$355K +$23.9K +102 +7%
CM
761
CastleKnight Management
New York
$351K -$304K -1,300 -46%
BIP
762
Blueprint Investment Partners
North Carolina
$351K -$24.8K -106 -7%
AR
763
Advisory Research
Illinois
$349K +$349K +1,491 New
CI
764
Conning Inc
Connecticut
$349K -$145K -619 -29%
AAS
765
Avantax Advisory Services
Texas
$345K -$5.38K -23 -2%
CIC
766
Cornercap Investment Counsel
Georgia
$343K -$1.08M -4,601 -76%
FCBT
767
First Citizens Bank & Trust
North Carolina
$340K +$22K +94 +7%
CDH
768
Charles D. Hyman
$340K – – –
RFC
769
Regions Financial Corp
Alabama
$338K -$3.04K -13 -0.9%
PP
770
PDS Planning
Ohio
$332K +$13.3K +57 +4%
AT
771
American Trust
Kentucky
$332K -$65.5K -280 -17%
LFA
772
Legacy Financial Advisors
Kentucky
$328K +$20.6K +88 +7%
WIA
773
World Investment Advisors
California
$328K +$48K +205 +17%
AA
774
ALPS Advisors
Colorado
$325K -$55.5K -237 -15%
FFM
775
Forum Financial Management
Illinois
$324K -$31.1K -133 -9%
29 30
31
32 33