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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
751
Trifecta Capital Advisors
Illinois
$591K – – –
AI
752
Accredited Investors
Minnesota
$584K +$773 +3 +0.1%
JCM
753
Janney Capital Management
Pennsylvania
$578K +$547K +2,121 New
HFS
754
Hantz Financial Services
Michigan
$576K +$30.9K +120 +6%
FCH
755
Freestone Capital Holdings
Washington
$574K +$4.38K +17 +0.8%
OIA
756
OneDigital Investment Advisors
Kansas
$573K +$250K +969 +85%
LA
757
LM Advisors
California
$568K +$537K +2,085 New
ST
758
Smithfield Trust
Pennsylvania
$559K -$9.02K -35 -2%
LC
759
Lindbrook Capital
California
$558K +$52.8K +205 +11%
AAS
760
Avantax Advisory Services
Texas
$558K +$149K +577 +39%
UB
761
UMB Bank
Missouri
$556K -$79.9K -310 -13%
RWP
762
RWA Wealth Partners
Massachusetts
$548K +$519K +2,013 New
ERWM
763
Elk River Wealth Management
Colorado
$545K – – –
SEEDPG
764
S.E.E.D. Planning Group
New York
$543K – – –
MM
765
MQS Management
New York
$540K -$247K -957 -33%
PJSIMP
766
P.J. Schmidt Investment Management (PJS)
Wisconsin
$540K +$56.9K +221 +14%
BFM
767
Boothbay Fund Management
New York
$539K +$66.7K +259 +15%
RA
768
RFG Advisory
Alabama
$535K +$23.4K +91 +5%
BP
769
Ballentine Partners
Massachusetts
$533K +$80.9K +314 +19%
AFT
770
Alpha Family Trust
California
$530K – – –
CCA
771
Checchi Capital Advisers
California
$528K -$58K -225 -10%
CWM
772
Circle Wealth Management
New Jersey
$525K +$9.53K +37 +2%
WB
773
WesBanco Bank
West Virginia
$522K -$30.9K -120 -6%
VFA
774
Valeo Financial Advisors
Indiana
$520K +$55.9K +217 +13%
CWP
775
Concord Wealth Partners
Virginia
$520K +$233K +903 +90%
29 30
31
32 33