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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
801
Regent Peak Wealth Advisors
Georgia
$520K +$1.45K +5 +0.3%
MAM
802
Martingale Asset Management
Massachusetts
$519K -$72.7K -250 -13%
1WM
803
1858 Wealth Management
Ohio
$516K -$9.88K -34 -2%
EPIME
804
Evelyn Partners Investment Management (Europe)
$516K +$499K +1,717 New
VCWM
805
Vista Cima Wealth Management
Arizona
$514K +$497K +1,711 New
CLOS
806
Compagnie Lombard Odier SCmA
Switzerland
$511K +$410K +1,409 +483%
WCM
807
Weaver Capital Management
Georgia
$506K +$234K +806 +92%
FCA
808
Fortis Capital Advisors
Kansas
$503K +$544K +1,872 New
VVP
809
Venture Visionary Partners
Ohio
$503K -$10.5K -36 -2%
VCM
810
Virtue Capital Management
Tennessee
$501K -$200K -687 -29%
JCIA
811
Jackson Creek Investment Advisors
Colorado
$501K +$291 +1 +0.1%
CFB
812
Cullen/Frost Bankers
Texas
$501K -$443K -1,523 -48%
EPIMS
813
Evelyn Partners Investment Management Services
$501K +$485K +1,667 New
HP
814
Haven Private
Florida
$499K +$483K +1,660 New
BMCM
815
Burns Matteson Capital Management
New York
$497K +$149K +513 +45%
AWA
816
Alta Wealth Advisors
Massachusetts
$496K +$56.1K +193 +13%
ICP
817
Interchange Capital Partners
Pennsylvania
$495K -$12.8K -44 -3%
RCAG
818
Rehmann Capital Advisory Group
Michigan
$492K -$14K -48 -3%
PP
819
PDS Planning
Ohio
$489K +$25K +86 +6%
FAFN
820
First Affirmative Financial Network
Colorado
$489K -$5.23K -18 -1%
OGC
821
Oak Grove Capital
New Hampshire
$486K -$67.2K -231 -12%
OWA
822
Outlook Wealth Advisors
Texas
$482K +$114K +391 +32%
OL
823
Optas LLC
Texas
$480K -$5.23K -18 -1%
MA
824
Montag & Associates
Georgia
$475K – – –
ST
825
Smithfield Trust
Pennsylvania
$474K – – –
31 32
33
34 35