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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
951
Legacy Financial Strategies
Kansas
$492K +$59.2K +169 +15%
CMTU
952
Capital Markets Trading (UK)
United Kingdom
$492K +$460K +1,312 New
OC
953
Oarsman Capital
Wisconsin
$491K +$121K +346 +36%
PA
954
Pinnacle Associates
New York
$491K +$76.7K +219 +20%
BKA
955
Brick & Kyle Associates
Pennsylvania
$490K – – –
VFA
956
Valeo Financial Advisors
Indiana
$488K +$117K +334 +35%
PPWP
957
Premier Path Wealth Partners
New Jersey
$487K +$44.2K +126 +11%
HBW
958
Hazlett, Burt & Watson
West Virginia
$487K -$8.76K -25 -2%
CFG
959
Carr Financial Group
Massachusetts
$486K +$2.1K +6 +0.5%
FB
960
Fulton Bank
Pennsylvania
$486K +$11.6K +33 +3%
OIA
961
OneDigital Investment Advisors
Kansas
$486K -$19.3K -55 -4%
ZF
962
Zhang Financial
Michigan
$486K +$453K +1,294 New
BCA
963
Bay Colony Advisors
Massachusetts
$483K +$41.7K +119 +10%
SCM
964
Stevens Capital Management
Pennsylvania
$482K +$450K +1,283 New
FH
965
FWG Holdings
Florida
$477K -$8.76K -25 -2%
CAU
966
Caxton Associates (UK)
$477K +$445K +1,271 New
PWMAG
967
Pinnacle Wealth Management Advisory Group
New Jersey
$473K +$79.5K +227 +22%
MMPW
968
Mitchell McLeod Pugh & Williams
Alabama
$473K +$442K +1,260 New
BOPW
969
Brandywine Oak Private Wealth
Pennsylvania
$472K – – –
EWA
970
Eagle Wealth Advisors
Connecticut
$471K +$11.9K +34 +3%
TCBWMS
971
Texas Capital Bank Wealth Management Services
Texas
$470K -$70.8K -202 -14%
PFA
972
Perryman Financial Advisory
Texas
$469K +$438K +1,250 New
CI
973
Conning Inc
Connecticut
$467K – – –
AHL
974
Abel Hall LLC
Louisiana
$466K +$20K +57 +5%
PWPS
975
Pinnacle Wealth Planning Services
Ohio
$465K +$4.56K +13 +1%
37 38
39
40 41