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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
901
L2 Asset Management
Massachusetts
$294K +$28.4K +102 +10%
CFG
902
Carr Financial Group
Massachusetts
$289K -$69.5K -250 -18%
CTC
903
Central Trust Company
Missouri
$289K -$94K -338 -23%
GI
904
GLOBALT Investments
Georgia
$286K -$3M -10,793 -91%
OAM
905
Occidental Asset Management
California
$286K +$312K +1,123 New
LSA
906
Lion Street Advisors
Texas
$285K +$80.9K +291 +35%
BWP
907
BSW Wealth Partners
Colorado
$285K -$29.8K -107 -9%
KMWM
908
Keudell/Morrison Wealth Management
Oregon
$285K – – –
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K +$11.1K +40 +4%
HBT
910
Hills Bank & Trust
Iowa
$284K +$41.7K +150 +15%
CIA
911
Concurrent Investment Advisors
Florida
$284K +$31.4K +113 +11%
SAM
912
Secure Asset Management
Michigan
$283K +$309K +1,111 New
SCP
913
Sivia Capital Partners
California
$282K +$55.3K +199 +22%
GKFF
914
George Kaiser Family Foundation
Oklahoma
$282K +$309K +1,110 New
PGCM
915
Prescott Group Capital Management
Oklahoma
$282K +$309K +1,110 New
WS
916
Wedbush Securities
California
$282K +$13.6K +49 +5%
MW
917
Marcum Wealth
Ohio
$282K -$4.17K -15 -1%
FA
918
Fiduciary Alliance
South Carolina
$282K +$308K +1,107 New
BAM
919
Belpointe Asset Management
Nevada
$281K -$602K -2,166 -66%
TCA
920
Trifecta Capital Advisors
Illinois
$280K -$209K -750 -41%
OC
921
Oarsman Capital
Wisconsin
$280K +$15.9K +57 +5%
PCA
922
Prosperity Capital Advisors
Ohio
$276K +$18.4K +66 +7%
KWA
923
Kingswood Wealth Advisors
California
$273K +$22.8K +82 +8%
BIG
924
Brookwood Investment Group
Arizona
$272K +$298K +1,071 New
EWM
925
Empirical Wealth Management
Washington
$272K +$16.4K +59 +6%
35 36
37
38 39