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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Accurate Wealth Management
Florida
$403K +$114K +409 +36%
WMWM
827
Whitaker-Myers Wealth Managers
Ohio
$403K +$440K +1,583 New
MA
828
Montag & Associates
Georgia
$402K – – –
OGC
829
Oak Grove Capital
New Hampshire
$402K -$11.1K -40 -2%
CWP
830
Cyndeo Wealth Partners
Florida
$401K +$3.89K +14 +0.9%
RAM
831
Ramirez Asset Management
New York
$400K +$55.6K +200 +15%
VCM
832
Virtue Capital Management
Tennessee
$397K -$29.5K -106 -6%
GAM
833
Guinness Asset Management
United Kingdom
$388K -$59.2K -213 -12%
ST
834
Smithfield Trust
Pennsylvania
$387K -$14.5K -52 -3%
AA
835
Alta Advisers
United Kingdom
$385K +$167K +600 +66%
BDLIB
836
Banque de Luxembourg Investments (BLI)
Luxembourg
$384K +$417K +1,500 New
RPA
837
Redwood Park Advisors
California
$384K – – –
MYIA
838
Mount Yale Investment Advisors
Colorado
$384K -$90.4K -325 -18%
MCA
839
Magnolia Capital Advisors
Mississippi
$383K +$35K +126 +9%
FAIM
840
Financial Advocates Investment Management
Washington
$382K +$15.3K +55 +4%
CIS
841
Custom Index Systems
New York
$380K +$415K +1,494 New
CAL
842
Capital Analysts LLC
Pennsylvania
$378K +$131K +470 +46%
AFW
843
Avantra Family Wealth
Pennsylvania
$375K +$133K +480 +48%
GM
844
GeoWealth Management
Illinois
$370K -$140K -503 -26%
MSWM
845
McGlone Suttner Wealth Management
Wisconsin
$368K +$71.5K +257 +22%
BPA
846
Beacon Pointe Advisors
California
$368K +$25K +90 +7%
SB
847
Simmons Bank
Arkansas
$365K – – –
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$364K -$7.23K -26 -2%
SP
849
Stonebrook Private
Michigan
$364K +$53.4K +192 +15%
BC
850
Bowman & Company
Wisconsin
$364K +$52.3K +188 +15%
32 33
34
35 36