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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
751
Foundations Investment Advisors
Arizona
$751K -$334K -1,129 -32%
TSS
752
Two Sigma Securities
New York
$746K +$451K +1,525 +175%
DAS
753
Dynamic Advisor Solutions
Arizona
$743K +$706K +2,386 New
TF
754
Trek Financial
Arizona
$741K -$656K -2,217 -48%
RWP
755
RWA Wealth Partners
Massachusetts
$738K +$106K +358 +18%
TIAA Trust, National Association
756
TIAA Trust, National Association
North Carolina
$737K +$20.7K +70 +3%
DWM
757
Dakota Wealth Management
Florida
$736K -$125K -423 -15%
Capstone Investment Advisors
758
Capstone Investment Advisors
New York
$733K -$702K -2,374 -50%
AAS
759
Annex Advisory Services
Wisconsin
$732K +$296K +1,000 +74%
JWM
760
JGP Wealth Management
Oregon
$731K +$694K +2,347 New
1WM
761
1858 Wealth Management
Ohio
$723K – – –
FMLI
762
Fukoku Mutual Life Insurance
Japan
$721K -$56.5K -191 -8%
CGL
763
Clarius Group LLC
Washington
$720K -$105K -356 -13%
SG
764
StoneX Group
New York
$718K +$253K +855 +59%
PDL
765
Portfolio Design Labs
California
$717K – – –
EWA
766
EP Wealth Advisors
California
$715K -$592 -2 -0.1%
SWM
767
Shelton Wealth Management
Texas
$711K +$159K +538 +31%
MA
768
MJP Associates
Connecticut
$700K +$140K +475 +27%
HAG
769
HighPoint Advisor Group
Illinois
$694K -$34K -115 -5%
IA
770
Inspire Advisors
Idaho
$694K +$11.8K +40 +2%
LSAG
771
Lake Street Advisors Group
New Hampshire
$689K -$18.6K -63 -3%
Connor, Clark & Lunn Investment Management (CC&L)
772
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$687K -$36.7M -123,962 -98%
CWM
773
Congress Wealth Management
Massachusetts
$685K -$277K -935 -30%
GWANC
774
Guardian Wealth Advisors (North Carolina)
North Carolina
$682K -$97.6K -330 -13%
PB
775
Pinnacle Bancorp
Nebraska
$677K – – –