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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
776
Independent Financial Group
California
$326K +$302K +1,389 New
PCS
777
Personal CFO Solutions
New Jersey
$325K -$34.4K -158 -10%
AWM
778
Accurate Wealth Management
Florida
$325K +$56.6K +260 +24%
MA
779
MJP Associates
Connecticut
$323K +$38.3K +176 +15%
PP
780
PDS Planning
Ohio
$319K +$29.2K +134 +11%
FCBT
781
First Citizens Bank & Trust
North Carolina
$319K +$19.2K +88 +7%
AAS
782
Annex Advisory Services
Wisconsin
$317K – – –
GL
783
Graypoint LLC
New York
$316K +$33.7K +155 +13%
CIA
784
Capital Investment Advisors
Georgia
$316K +$43.5K +200 +17%
CAMG
785
CWA Asset Management Group
Florida
$314K +$78.3K +360 +37%
RB
786
Renasant Bank
Mississippi
$314K -$39.2K -180 -12%
WI
787
Wintrust Investments
Illinois
$313K +$10.9K +50 +4%
CWM
788
Congress Wealth Management
Massachusetts
$312K +$290K +1,331 New
TIA
789
Tiemann Investment Advisors
California
$312K -$5.44K -25 -2%
BTWM
790
Baker Tilly Wealth Management
Wisconsin
$311K +$3.48K +16 +1%
VFA
791
Valeo Financial Advisors
Indiana
$309K +$5.01K +23 +2%
AWA
792
Aaron Wealth Advisors
Illinois
$308K +$2.39K +11 +0.8%
LFA
793
Legacy Financial Advisors
Kentucky
$308K +$14.8K +68 +5%
IWC
794
Integrated Wealth Concepts
Massachusetts
$307K +$284K +1,307 New
GCM
795
Gallacher Capital Management
Colorado
$304K -$28.9K -133 -9%
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$291K – – –
PCP
797
Proficio Capital Partners
Massachusetts
$291K +$1.96K +9 +0.7%
T
798
TOBAM
France
$289K – – –
HWAM
799
Hennion & Walsh Asset Management
New Jersey
$286K +$265K +1,218 New
KIA
800
KLR Investment Advisors
Rhode Island
$285K -$19.6K -90 -7%
30 31
32
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