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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
826
Ascent Group
Virginia
$575K +$136K +469 +34%
BI
827
BlueSpruce Investments
Illinois
$574K -$273K -938 -34%
PP
828
PDS Planning
Ohio
$573K +$54.7K +188 +11%
HKIMG
829
Hutchens & Kramer Investment Management Group
Indiana
$565K +$63.1K +217 +13%
TCA
830
Transcend Capital Advisors
New Jersey
$565K -$37.5K -129 -7%
BMCM
831
Burns Matteson Capital Management
New York
$561K +$116K +398 +28%
WMWM
832
Whitaker-Myers Wealth Managers
Ohio
$561K +$68.9K +237 +15%
OIA
833
OneDigital Investment Advisors
Kansas
$557K -$20.1K -69 -4%
AWM
834
Accurate Wealth Management
Florida
$557K +$50.6K +174 +11%
AWA
835
Arete Wealth Advisors
Illinois
$555K +$523K +1,800 New
PJSIMP
836
P.J. Schmidt Investment Management (PJS)
Wisconsin
$555K -$20.4K -70 -4%
VCWM
837
Vista Cima Wealth Management
Arizona
$554K -$5.23K -18 -1%
PFS
838
Prospera Financial Services
Texas
$552K +$240K +826 +86%
GWMR
839
GC Wealth Management RIA
Massachusetts
$551K +$520K +1,788 New
QWP
840
Quotient Wealth Partners
Texas
$550K +$141K +485 +37%
SEEDPG
841
S.E.E.D. Planning Group
New York
$546K – – –
FAFN
842
First Affirmative Financial Network
Colorado
$543K +$12.5K +43 +3%
AWM
843
Axxcess Wealth Management
California
$540K -$26.5K -91 -5%
NWM
844
Napa Wealth Management
California
$537K -$41.3K -142 -8%
CI
845
CX Institutional
Indiana
$536K -$27K -93 -5%
KP
846
Keel Point
Alabama
$535K +$116K +398 +30%
BRWA
847
B. Riley Wealth Advisors
Florida
$534K +$504K +1,732 New
1WM
848
1858 Wealth Management
Ohio
$530K – – –
MT
849
Midwest Trust
Kansas
$525K +$496K +1,705 New
VCM
850
Virtue Capital Management
Tennessee
$525K +$41K +141 +9%
32 33
34
35 36