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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
876
Proficio Capital Partners
Massachusetts
$336K -$12.1K -47 -4%
PWPS
877
Pinnacle Wealth Planning Services
Ohio
$335K -$4.64K -18 -1%
KIA
878
KLR Investment Advisors
Rhode Island
$334K -$20.1K -78 -6%
OCM
879
Objective Capital Management
Ohio
$333K +$48.7K +189 +18%
CMS
880
Capital Market Strategies
Florida
$332K +$29.1K +113 +10%
IFG
881
Independent Financial Group
California
$327K -$7.73K -30 -2%
BOPW
882
Brandywine Oak Private Wealth
Pennsylvania
$327K – – –
OGC
883
Oak Grove Capital
New Hampshire
$327K +$77.3K +300 +33%
VCG
884
Vantage Consulting Group
Virginia
$327K -$46.9K -182 -13%
ICG
885
InterOcean Capital Group
Tennessee
$326K +$37.4K +145 +14%
WA
886
Wealth Architects
California
$325K -$1.29K -5 -0.4%
TFS
887
Thoroughbred Financial Services
Tennessee
$324K – – –
AWA
888
Aaron Wealth Advisors
Illinois
$321K +$13.4K +52 +5%
KMWM
889
Keudell/Morrison Wealth Management
Oregon
$321K +$304K +1,178 New
1WM
890
1900 Wealth Management
Texas
$319K – – –
OPCM
891
Osborne Partners Capital Management
California
$317K – – –
EA
892
Everpar Advisors
Oklahoma
$317K +$300K +1,164 New
MW
893
Marcum Wealth
Ohio
$316K +$20.4K +79 +7%
MSWM
894
McGlone Suttner Wealth Management
Wisconsin
$314K +$15.2K +59 +5%
OFS
895
OneAscent Financial Services
Alabama
$313K +$296K +1,150 New
VC
896
Veracity Capital
Georgia
$306K +$290K +1,124 New
HAS
897
HBW Advisory Services
California
$305K +$289K +1,121 New
KIG
898
Kowal Investment Group
Wisconsin
$305K +$41.2K +160 +17%
AGWCA
899
Annis Gardner Whiting Capital Advisors
Florida
$302K – – –
HNB
900
Huntington National Bank
Ohio
$300K +$25K +97 +10%
34 35
36
37 38