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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
826
Objective Capital Management
Ohio
$430K +$439K +1,587 New
MA
827
Montag & Associates
Georgia
$429K +$13.8K +50 +3%
ST
828
Smithfield Trust
Pennsylvania
$426K -$146K -527 -25%
GAM
829
Garrison Asset Management
Arkansas
$426K – – –
CWP
830
Cyndeo Wealth Partners
Florida
$423K -$540K -1,954 -56%
CSA
831
Cottage Street Advisors
Massachusetts
$422K – – –
PP
832
PDS Planning
Ohio
$418K -$47.6K -172 -10%
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$414K -$6.36K -23 -1%
VCA
834
Verdence Capital Advisors
Maryland
$413K +$422K +1,525 New
LI
835
LRI Investments
Florida
$413K +$6.36K +23 +2%
GM
836
GeoWealth Management
Illinois
$411K -$69.9K -253 -14%
AIM
837
Aigen Investment Management
New York
$410K +$418K +1,513 New
AC
838
ASB Consultores
Florida
$409K -$74.4K -269 -15%
BMCM
839
Bryn Mawr Capital Management
Pennsylvania
$407K -$4.42K -16 -1%
LIP
840
Lighthouse Investment Partners
Florida
$407K -$276K -1,000 -40%
CI
841
Conning Inc
Connecticut
$406K -$3.59K -13 -0.9%
MM
842
MQS Management
New York
$405K -$393K -1,420 -49%
AWA
843
Alta Wealth Advisors
Massachusetts
$395K -$2.21K -8 -0.5%
VFA
844
Voya Financial Advisors
Connecticut
$394K -$132K -479 -25%
VIM
845
Vinva Investment Management
Australia
$394K -$2.5M -9,056 -86%
IWM
846
IHT Wealth Management
Illinois
$394K +$119K +430 +42%
FFM
847
Forum Financial Management
Illinois
$394K -$2.77K -10 -0.7%
NWAG
848
Net Worth Advisory Group
Utah
$390K +$398K +1,438 New
CMI
849
Clare Market Investments
Texas
$389K -$30.4K -110 -7%
LFA
850
Legacy Financial Advisors
Kentucky
$388K +$829 +3 +0.2%
32 33
34
35 36