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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
851
Personal CFO Solutions
New Jersey
$477K +$10.1K +34 +2%
PA
852
Procyon Advisors
Connecticut
$475K +$32.8K +111 +8%
FFA
853
Farther Finance Advisors
California
$474K +$28.4K +96 +7%
TPI
854
Trust Point Inc
Wisconsin
$471K +$161K +546 +56%
DADC
855
D.A. Davidson & Co
Montana
$468K +$445K +1,504 New
CFB
856
Cullen/Frost Bankers
Texas
$467K -$14.8K -50 -3%
KIG
857
Kowal Investment Group
Wisconsin
$466K +$112K +378 +34%
MS
858
Maven Securities
Jersey
$465K +$442K +1,495 New
IPW
859
Invictus Private Wealth
Colorado
$462K -$28.7K -97 -6%
UWS
860
Unique Wealth Strategies
Illinois
$461K +$438K +1,481 New
AWA
861
Alta Wealth Advisors
Massachusetts
$460K +$54.7K +185 +14%
TA
862
TrueWealth Advisors
Alabama
$459K +$118K +400 +37%
PF
863
Phoenix Financial
Israel
$457K +$435K +1,470 New
IAA
864
Independent Advisor Alliance
North Carolina
$455K -$23.7K -80 -5%
GM
865
GeoWealth Management
Illinois
$453K +$202K +683 +89%
CDH
866
Charles D. Hyman
$451K – – –
OIA
867
OneDigital Investment Advisors
Kansas
$448K -$197K -666 -32%
BWP
868
BSW Wealth Partners
Colorado
$446K -$56.5K -191 -12%
CI
869
Conning Inc
Connecticut
$445K -$16.3K -55 -4%
SIM
870
Sentry Investment Management
Wisconsin
$444K – – –
LFA
871
Legacy Financial Advisors
Kentucky
$443K +$4.14K +14 +1%
IIA
872
IPG Investment Advisors
California
$441K -$1.13M -3,828 -73%
CIAS
873
Capital Investment Advisory Services
North Carolina
$441K +$46.4K +157 +12%
RIA
874
Realta Investment Advisors
Delaware
$441K +$3.25K +11 +0.8%
PP
875
PDS Planning
Ohio
$440K +$1.48K +5 +0.4%
33 34
35
36 37