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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
Wealth Architects
California
$281K -$936 -4 -0.3%
TFS
802
Thoroughbred Financial Services
Tennessee
$279K +$279K +1,192 New
TA
803
TrueWealth Advisors
Alabama
$275K -$2.11K -9 -0.8%
1WM
804
1900 Wealth Management
Texas
$275K – – –
KIA
805
KLR Investment Advisors
Rhode Island
$274K +$21.1K +90 +7%
OPCM
806
Osborne Partners Capital Management
California
$273K – – –
VAS
807
Vestmark Advisory Solutions
Massachusetts
$272K -$1.32M -5,633 -83%
KWM
808
Kolinsky Wealth Management
New Jersey
$272K +$15K +64 +6%
HT
809
Headlands Technologies
Illinois
$272K -$1.79M -7,635 -87%
SPWM
810
Spartan Planning & Wealth Management
North Carolina
$271K +$271K +1,158 New
CIAS
811
Capital Investment Advisory Services
North Carolina
$269K +$25.7K +110 +11%
OIA
812
OneDigital Investment Advisors
Kansas
$266K +$266K +1,136 New
PWM
813
Perigon Wealth Management
California
$265K +$63.2K +270 +31%
FAFN
814
First Affirmative Financial Network
Colorado
$264K +$60.9K +260 +30%
AWA
815
Aaron Wealth Advisors
Illinois
$264K -$44K -188 -14%
WA
816
Wealth Advisors
California
$264K +$4.68K +20 +2%
FA
817
Faithward Advisors
Pennsylvania
$260K -$9.83K -42 -4%
AGWCA
818
Annis Gardner Whiting Capital Advisors
Florida
$260K +$260K +1,109 New
PA
819
Procyon Advisors
Connecticut
$260K +$259K +1,108 New
MFG
820
Merit Financial Group
Georgia
$259K -$253K -1,080 -49%
MSWM
821
McGlone Suttner Wealth Management
Wisconsin
$256K +$11.2K +48 +5%
RIM
822
Redwood Investment Management
Arizona
$256K +$256K +1,092 New
ADIM
823
Alpha DNA Investment Management
Maryland
$256K +$256K +1,092 New
MW
824
Marcum Wealth
Ohio
$253K +$13.1K +56 +5%
CMS
825
Capital Market Strategies
Florida
$253K +$259K +1,106 New
31 32
33
34 35