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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
826
Weaver Capital Management
Georgia
$576K +$6.4K +22 +1%
AG
827
Ascent Group
Virginia
$575K +$136K +469 +34%
BI
828
BlueSpruce Investments
Illinois
$574K -$273K -938 -34%
PP
829
PDS Planning
Ohio
$573K +$54.7K +188 +11%
HKIMG
830
Hutchens & Kramer Investment Management Group
Indiana
$565K +$63.1K +217 +13%
TCA
831
Transcend Capital Advisors
New Jersey
$565K -$37.5K -129 -7%
BMCM
832
Burns Matteson Capital Management
New York
$561K +$116K +398 +28%
WMWM
833
Whitaker-Myers Wealth Managers
Ohio
$561K +$68.9K +237 +15%
OIA
834
OneDigital Investment Advisors
Kansas
$557K -$20.1K -69 -4%
AWM
835
Accurate Wealth Management
Florida
$557K +$50.6K +174 +11%
AWA
836
Arete Wealth Advisors
Illinois
$555K +$523K +1,800 New
PJSIMP
837
P.J. Schmidt Investment Management (PJS)
Wisconsin
$555K -$20.4K -70 -4%
VCWM
838
Vista Cima Wealth Management
Arizona
$554K -$5.23K -18 -1%
PFS
839
Prospera Financial Services
Texas
$552K +$240K +826 +86%
GWMR
840
GC Wealth Management RIA
Massachusetts
$551K +$520K +1,788 New
QWP
841
Quotient Wealth Partners
Texas
$550K +$141K +485 +37%
SEEDPG
842
S.E.E.D. Planning Group
New York
$546K – – –
FAFN
843
First Affirmative Financial Network
Colorado
$543K +$12.5K +43 +3%
AWM
844
Axxcess Wealth Management
California
$540K -$26.5K -91 -5%
NWM
845
Napa Wealth Management
California
$537K -$41.3K -142 -8%
CI
846
CX Institutional
Indiana
$536K -$27K -93 -5%
KP
847
Keel Point
Alabama
$535K +$116K +398 +30%
BRWA
848
B. Riley Wealth Advisors
Florida
$534K -$136K -467 -21%
1WM
849
1858 Wealth Management
Ohio
$530K – – –
MT
850
Midwest Trust
Kansas
$525K +$496K +1,705 New
32 33
34
35 36