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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
901
Wealthspire Advisors (New York)
New York
$296K -$5.01K -18 -2%
LAM
902
L2 Asset Management
Massachusetts
$294K +$28.4K +102 +10%
CFG
903
Carr Financial Group
Massachusetts
$289K -$69.5K -250 -18%
CTC
904
Central Trust Company
Missouri
$289K -$94K -338 -23%
GI
905
GLOBALT Investments
Georgia
$286K -$3M -10,793 -91%
OAM
906
Occidental Asset Management
California
$286K +$312K +1,123 New
LSA
907
Lion Street Advisors
Texas
$285K +$80.9K +291 +35%
BWP
908
BSW Wealth Partners
Colorado
$285K -$29.8K -107 -9%
KMWM
909
Keudell/Morrison Wealth Management
Oregon
$285K – – –
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K +$11.1K +40 +4%
HBT
911
Hills Bank & Trust
Iowa
$284K +$41.7K +150 +15%
CIA
912
Concurrent Investment Advisors
Florida
$284K +$31.4K +113 +11%
SAM
913
Secure Asset Management
Michigan
$283K +$309K +1,111 New
SCP
914
Sivia Capital Partners
California
$282K +$55.3K +199 +22%
GKFF
915
George Kaiser Family Foundation
Oklahoma
$282K +$309K +1,110 New
PGCM
916
Prescott Group Capital Management
Oklahoma
$282K +$309K +1,110 New
WS
917
Wedbush Securities
California
$282K +$13.6K +49 +5%
MW
918
Marcum Wealth
Ohio
$282K -$4.17K -15 -1%
FA
919
Fiduciary Alliance
South Carolina
$282K +$308K +1,107 New
BAM
920
Belpointe Asset Management
Nevada
$281K -$602K -2,166 -66%
TCA
921
Trifecta Capital Advisors
Illinois
$280K -$209K -750 -41%
OC
922
Oarsman Capital
Wisconsin
$280K +$15.9K +57 +5%
PCA
923
Prosperity Capital Advisors
Ohio
$276K +$18.4K +66 +7%
KWA
924
Kingswood Wealth Advisors
California
$273K +$22.8K +82 +8%
BIG
925
Brookwood Investment Group
Arizona
$272K +$298K +1,071 New
35 36
37
38 39