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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$335K -$4.64K -18 -1%
KIA
877
KLR Investment Advisors
Rhode Island
$334K -$20.1K -78 -6%
OCM
878
Objective Capital Management
Ohio
$333K +$48.7K +189 +18%
CMS
879
Capital Market Strategies
Florida
$332K +$29.1K +113 +10%
IFG
880
Independent Financial Group
California
$327K -$7.73K -30 -2%
BOPW
881
Brandywine Oak Private Wealth
Pennsylvania
$327K – – –
OGC
882
Oak Grove Capital
New Hampshire
$327K +$77.3K +300 +33%
VCG
883
Vantage Consulting Group
Virginia
$327K -$46.9K -182 -13%
ICG
884
InterOcean Capital Group
Tennessee
$326K +$37.4K +145 +14%
WA
885
Wealth Architects
California
$325K -$1.29K -5 -0.4%
TFS
886
Thoroughbred Financial Services
Tennessee
$324K – – –
AWA
887
Aaron Wealth Advisors
Illinois
$321K +$13.4K +52 +5%
KMWM
888
Keudell/Morrison Wealth Management
Oregon
$321K +$304K +1,178 New
1WM
889
1900 Wealth Management
Texas
$319K – – –
OPCM
890
Osborne Partners Capital Management
California
$317K – – –
EA
891
Everpar Advisors
Oklahoma
$317K +$300K +1,164 New
MW
892
Marcum Wealth
Ohio
$316K +$20.4K +79 +7%
MSWM
893
McGlone Suttner Wealth Management
Wisconsin
$314K +$15.2K +59 +5%
OFS
894
OneAscent Financial Services
Alabama
$313K +$296K +1,150 New
VC
895
Veracity Capital
Georgia
$306K +$290K +1,124 New
HAS
896
HBW Advisory Services
California
$305K +$289K +1,121 New
KIG
897
Kowal Investment Group
Wisconsin
$305K +$41.2K +160 +17%
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$302K – – –
HNB
899
Huntington National Bank
Ohio
$300K +$25K +97 +10%
DWM
900
Dorchester Wealth Management
Quebec, Canada
$300K +$283K +1,100 New
34 35
36
37 38