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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
976
Third View Private Wealth
Connecticut
$455K +$31.5K +90 +8%
MSWM
977
McGlone Suttner Wealth Management
Wisconsin
$449K +$350 +1 +0.1%
NI
978
Natural Investments
California
$447K +$418K +1,192 New
HCC
979
Hirtle Callaghan & Co
Pennsylvania
$443K +$413K +1,179 New
DWM
980
Drive Wealth Management
Utah
$439K +$15.8K +45 +4%
WA
981
Wealth Architects
California
$437K +$5.61K +16 +1%
PIA
982
Perennial Investment Advisors
California
$436K +$74.6K +213 +22%
KWM
983
Kingsview Wealth Management
Oregon
$436K -$9.11K -26 -2%
CIA
984
Choate Investment Advisors
Massachusetts
$435K +$2.1K +6 +0.5%
WSCM
985
Wellington Shields Capital Management
New York
$432K – – –
CP
986
Clarendon Private
Massachusetts
$431K +$22.1K +63 +6%
TSW
987
Thompson Siegel & Walmsley
Virginia
$430K +$1.75K +5 +0.4%
AWA
988
Alta Wealth Advisors
Massachusetts
$429K -$357K -1,019 -47%
TFS
989
Thoroughbred Financial Services
Tennessee
$428K -$42.8K -122 -10%
PI
990
PFG Investments
New York
$426K -$71.1K -203 -15%
EA
991
Everpar Advisors
Oklahoma
$426K +$80.3K +229 +25%
OWA
992
Outlook Wealth Advisors
Texas
$426K -$5.61K -16 -1%
BWP
993
BSW Wealth Partners
Colorado
$423K -$17.9K -51 -4%
LFAS
994
Level Four Advisory Services
Texas
$423K -$8.41K -24 -2%
BA
995
Bridgewater Associates
Connecticut
$422K -$8.52M -24,312 -96%
GIA
996
Gladstone Institutional Advisory
Florida
$419K +$48.4K +138 +14%
PTP
997
Platform Technology Partners
New York
$418K +$32.9K +94 +9%
CFB
998
Cullen/Frost Bankers
Texas
$418K +$108K +309 +38%
FFO
999
Fiduciary Family Office
Florida
$414K +$74.6K +213 +24%
TCA
1000
Trifecta Capital Advisors
Illinois
$413K +$2.1K +6 +0.5%
38 39
40
41 42