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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
TF
751
Trek Financial
Arizona
$741K -$656K -2,217 -48%
RWP
752
RWA Wealth Partners
Massachusetts
$738K +$106K +358 +18%
TIAA Trust, National Association
753
TIAA Trust, National Association
North Carolina
$737K +$20.7K +70 +3%
DWM
754
Dakota Wealth Management
Florida
$736K -$125K -423 -15%
Capstone Investment Advisors
755
Capstone Investment Advisors
New York
$733K -$702K -2,374 -50%
AAS
756
Annex Advisory Services
Wisconsin
$732K +$296K +1,000 +74%
JWM
757
JGP Wealth Management
Oregon
$731K +$694K +2,347 New
1WM
758
1858 Wealth Management
Ohio
$723K
FMLI
759
Fukoku Mutual Life Insurance
Japan
$721K -$56.5K -191 -8%
CGL
760
Clarius Group LLC
Washington
$720K -$105K -356 -13%
SG
761
StoneX Group
New York
$718K +$253K +855 +59%
PDL
762
Portfolio Design Labs
California
$717K
EWA
763
EP Wealth Advisors
California
$715K -$592 -2 -0.1%
SWM
764
Shelton Wealth Management
Texas
$711K +$159K +538 +31%
MA
765
MJP Associates
Connecticut
$700K +$140K +475 +27%
HAG
766
HighPoint Advisor Group
Illinois
$694K -$34K -115 -5%
IA
767
Inspire Advisors
Idaho
$694K +$11.8K +40 +2%
LSAG
768
Lake Street Advisors Group
New Hampshire
$689K -$18.6K -63 -3%
Connor, Clark & Lunn Investment Management (CC&L)
769
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$687K -$36.7M -123,962 -98%
CWM
770
Congress Wealth Management
Massachusetts
$685K -$277K -935 -30%
GWANC
771
Guardian Wealth Advisors (North Carolina)
North Carolina
$682K -$97.6K -330 -13%
PB
772
Pinnacle Bancorp
Nebraska
$677K
MIFH
773
Migdal Insurance & Financial Holdings
Israel
$675K -$325K -1,098 -34%
PIA
774
Perennial Investment Advisors
California
$669K +$103K +349 +19%
IA
775
IFP Advisors
Florida
$666K -$12.1K -41 -2%