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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
776
Concord Wealth Partners
Virginia
$520K +$233K +903 +90%
NWM
777
Napa Wealth Management
California
$519K +$491K +1,906 New
FP
778
Foundry Partners
Minnesota
$517K – – –
KCM
779
KRS Capital Management
Michigan
$515K +$84.5K +328 +21%
CAMV
780
Concord Asset Management (Virginia)
Virginia
$515K +$262K +1,017 +116%
VWM
781
Vivid Wealth Management
Iowa
$515K +$487K +1,890 New
SSB
782
Sandy Spring Bank
Maryland
$514K -$131K -508 -21%
FCA
783
Fortis Capital Advisors
Kansas
$514K +$486K +1,887 New
BCA
784
Bay Colony Advisors
Massachusetts
$510K – – –
GAM
785
Guinness Asset Management
United Kingdom
$505K -$160K -622 -25%
TC
786
TownSquare Capital
Utah
$504K +$29.1K +113 +6%
VST
787
Van Strum & Towne
California
$497K -$25.8K -100 -5%
AFG
788
Atomi Financial Group
New York
$496K +$237K +918 +102%
GL
789
Graypoint LLC
New York
$494K +$62.6K +243 +15%
PIM
790
Platinum Investment Management
Australia
$492K +$404K +1,567 +650%
PIA
791
Perennial Investment Advisors
California
$490K +$195K +756 +72%
HCS
792
Himension Capital (Singapore)
Singapore
$489K – – –
WI
793
Wintrust Investments
Illinois
$487K +$62.6K +243 +16%
FAN
794
Financial Advisors Network
California
$487K – – –
MA
795
MJP Associates
Connecticut
$483K +$17.5K +68 +4%
AWM
796
Accurate Wealth Management
Florida
$480K +$3.61K +14 +0.8%
PIM
797
Plato Investment Management
Australia
$478K +$452K +1,756 New
RFC
798
Regions Financial Corp
Alabama
$477K +$79.1K +307 +21%
AIA
799
Affinity Investment Advisors
California
$477K -$42.8K -166 -9%
SWM
800
Shelton Wealth Management
Texas
$476K +$450K +1,747 New
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