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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
876
J.W. Cole Advisors
Florida
$329K +$360K +1,294 New
SF
877
Summit Financial
New Jersey
$327K +$6.95K +25 +2%
LFAS
878
Level Four Advisory Services
Texas
$326K +$19.5K +70 +6%
JCM
879
Janney Capital Management
Pennsylvania
$325K -$40.6K -146 -10%
KIG
880
Kessler Investment Group
Indiana
$324K – – –
AA
881
Armis Advisers
Georgia
$321K -$237K -851 -40%
CSA
882
Cottage Street Advisors
Massachusetts
$320K -$82.3K -296 -19%
HIP
883
Harrell Investment Partners
Texas
$320K -$540K -1,942 -61%
BOPW
884
Brandywine Oak Private Wealth
Pennsylvania
$320K -$1.39K -5 -0.4%
PFW
885
Petros Family Wealth
Minnesota
$317K +$55.9K +201 +19%
LI
886
LRI Investments
Florida
$313K -$37K -133 -10%
PWPS
887
Pinnacle Wealth Planning Services
Ohio
$313K +$5.56K +20 +2%
MPM
888
MBB Public Markets
Illinois
$312K +$341K +1,227 New
LCWP
889
Legacy Capital Wealth Partners
Arkansas
$309K +$9.18K +33 +3%
CFSG
890
Clark Financial Services Group
Missouri
$309K +$118K +425 +54%
AA
891
Advisory Alpha
Michigan
$309K +$103K +369 +44%
TCM
892
Teza Capital Management
Illinois
$305K -$273K -983 -45%
LCM
893
Lattice Capital Management
Washington
$305K – – –
IA
894
IFP Advisors
Florida
$302K -$20.3K -73 -6%
PCS
895
Personal CFO Solutions
New Jersey
$299K +$53.9K +194 +20%
1WM
896
1900 Wealth Management
Texas
$299K -$22.8K -82 -7%
FAN
897
Financial Advisors Network
California
$299K +$1.39K +5 +0.4%
BCA
898
Bay Colony Advisors
Massachusetts
$298K -$278 -1 -0.1%
WANY
899
Wealthspire Advisors (New York)
New York
$296K -$5.01K -18 -2%
LAM
900
L2 Asset Management
Massachusetts
$294K +$28.4K +102 +10%
34 35
36
37 38