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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AFW
901
Avantra Family Wealth
Pennsylvania
$481K -$31.6K -92 -6%
SB
902
Simmons Bank
Arkansas
$479K -$61.2K -178 -12%
BAM
903
Blueshift Asset Management
New Jersey
$479K -$45.4K -132 -9%
DBRC
904
D.B. Root & Company
Pennsylvania
$478K -$299K -870 -39%
FFM
905
Forum Financial Management
Illinois
$478K -$3.44K -10 -0.7%
BPA
906
Beacon Pointe Advisors
California
$476K -$222K -645 -32%
CFP
907
Catalyst Financial Partners
Massachusetts
$476K +$15.5K +45 +3%
SI
908
Sava Infond
Slovenia
$474K – – –
CFSG
909
Clark Financial Services Group
Missouri
$474K +$42.7K +124 +10%
LFA
910
Legacy Financial Advisors
Kentucky
$467K -$4.82K -14 -1%
OAM
911
Occidental Asset Management
California
$464K +$10.3K +30 +2%
IWM
912
IHT Wealth Management
Illinois
$463K +$15.5K +45 +4%
Parallax Volatility Advisers
913
Parallax Volatility Advisers
California
$461K +$451K +1,312 New
TCBWMS
914
Texas Capital Bank Wealth Management Services
Texas
$457K +$71.6K +208 +19%
PFW
915
Petros Family Wealth
Minnesota
$453K +$4.47K +13 +1%
CA
916
CoreCap Advisors
Michigan
$452K +$375K +1,089 +550%
AWA
917
Arkadios Wealth Advisors
Georgia
$450K +$441K +1,282 New
NWMG
918
National Wealth Management Group
Ohio
$450K +$441K +1,281 New
LAM
919
L2 Asset Management
Massachusetts
$449K +$17.5K +51 +4%
MAWA
920
Moss Adams Wealth Advisors
Washington
$448K +$20.3K +59 +5%
PWPS
921
Pinnacle Wealth Planning Services
Ohio
$448K -$8.95K -26 -2%
KIG
922
Kessler Investment Group
Indiana
$447K – – –
BOPW
923
Brandywine Oak Private Wealth
Pennsylvania
$442K – – –
PCS
924
Personal CFO Solutions
New Jersey
$441K +$3.44K +10 +0.8%
AA
925
Advisory Alpha
Michigan
$434K -$38.2K -111 -8%