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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
826
Alpha Family Trust
California
$540K – – –
TSW
827
Three Seasons Wealth
Utah
$540K +$579K +1,942 New
WBC
828
Westpac Banking Corp
Australia
$534K -$120K -401 -17%
UWS
829
Unique Wealth Strategies
Illinois
$534K +$45.6K +153 +9%
LOIM
830
Liberty One Investment Management
Illinois
$532K +$74.9K +251 +15%
ST
831
Smithfield Trust
Pennsylvania
$532K – – –
AC
832
AlphaCore Capital
California
$531K +$10.1K +34 +2%
PP
833
PDS Planning
Ohio
$530K +$9.55K +32 +2%
7WCP
834
71 West Capital Partners
Massachusetts
$530K +$48.9K +164 +9%
VF
835
Virtu Financial
New York
$527K -$1.67M -5,596 -75%
MWM
836
Modern Wealth Management
Kansas
$526K +$156K +523 +39%
TCWA
837
Turtle Creek Wealth Advisors
Texas
$525K +$89.5K +300 +19%
NWAG
838
Net Worth Advisory Group
Utah
$524K -$69.8K -234 -11%
LA
839
Lifeworks Advisors
Michigan
$521K +$49.5K +166 +10%
EWA
840
EverSource Wealth Advisors
Alabama
$520K +$24.8K +83 +5%
TCA
841
Transcend Capital Advisors
New Jersey
$517K +$57.6K +193 +12%
VC
842
Veracity Capital
Georgia
$517K +$2.39K +8 +0.4%
AWM
843
Axxcess Wealth Management
California
$514K -$132K -442 -19%
SACTSONJ
844
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$512K +$550K +1,843 New
EPIME
845
Evelyn Partners Investment Management (Europe)
$512K -$109K -367 -17%
IWM
846
IHT Wealth Management
Illinois
$509K +$97K +325 +22%
SAM
847
Sompo Asset Management
Japan
$509K – – –
SF
848
Summit Financial
New Jersey
$507K +$61.5K +206 +13%
FAFN
849
First Affirmative Financial Network
Colorado
$507K +$544K +1,823 New
NB
850
Nicolet Bankshares
Wisconsin
$504K +$537K +1,800 New
32 33
34
35 36