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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
901
Cyndeo Wealth Partners
Florida
$421K – – –
CFSG
902
Clark Financial Services Group
Missouri
$420K +$48.3K +162 +12%
RPA
903
Redwood Park Advisors
California
$420K – – –
RA
904
Range Advisory
Virginia
$420K +$149K +498 +49%
EAM
905
Empirical Asset Management
Massachusetts
$417K +$447K +1,499 New
FH
906
FWG Holdings
Florida
$416K -$81.4K -273 -16%
PSP
907
Principal Street Partners
Tennessee
$415K +$5.67K +19 +1%
CGPCS
908
Capital Group Private Client Services
California
$414K +$444K +1,489 New
TWP
909
Triad Wealth Partners
Kansas
$413K +$35.8K +120 +9%
FWP
910
Forefront Wealth Partners
Texas
$413K -$112K -377 -20%
MIFH
911
Migdal Insurance & Financial Holdings
Israel
$412K -$243K -815 -35%
AU
912
AlphaGrep UK
$411K +$223K +746 +102%
APW
913
Aventura Private Wealth
Florida
$410K +$200K +672 +84%
TWA
914
Tulsa Wealth Advisors
Oklahoma
$408K -$110K -369 -20%
LAM
915
L2 Asset Management
Massachusetts
$408K +$29.5K +99 +7%
NC
916
nVerses Capital
Florida
$407K +$437K +1,465 New
CCS
917
Concentric Capital Strategies
Connecticut
$406K -$9.85M -33,006 -96%
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$405K +$1.79K +6 +0.4%
LMFP
919
Larry Mathis Financial Planning
Arizona
$404K -$13.7K -46 -3%
TCBWMS
920
Texas Capital Bank Wealth Management Services
Texas
$404K +$7.46K +25 +2%
CFP
921
Catalyst Financial Partners
Massachusetts
$401K +$16.1K +54 +4%
QWP
922
Quotient Wealth Partners
Texas
$401K -$8.95K -30 -2%
Twin Tree Management
923
Twin Tree Management
Texas
$400K -$1.14M -3,829 -73%
EHWM
924
Eads & Heald Wealth Management
Georgia
$398K +$7.16K +24 +2%
IWA
925
Invera Wealth Advisors
Oregon
$396K -$2.69K -9 -0.6%