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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
976
Eagle Wealth Advisors
Connecticut
$471K +$11.9K +34 +3%
TCBWMS
977
Texas Capital Bank Wealth Management Services
Texas
$470K -$70.8K -202 -14%
PFA
978
Perryman Financial Advisory
Texas
$469K +$438K +1,250 New
CI
979
Conning Inc
Connecticut
$467K – – –
AHL
980
Abel Hall LLC
Louisiana
$466K +$20K +57 +5%
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$465K +$4.56K +13 +1%
TVPW
982
Third View Private Wealth
Connecticut
$455K +$31.5K +90 +8%
MSWM
983
McGlone Suttner Wealth Management
Wisconsin
$449K +$350 +1 +0.1%
NI
984
Natural Investments
California
$447K +$418K +1,192 New
HCC
985
Hirtle Callaghan & Co
Pennsylvania
$443K +$413K +1,179 New
DWM
986
Drive Wealth Management
Utah
$439K +$15.8K +45 +4%
WA
987
Wealth Architects
California
$437K +$5.61K +16 +1%
PIA
988
Perennial Investment Advisors
California
$436K +$74.6K +213 +22%
KWM
989
Kingsview Wealth Management
Oregon
$436K -$9.11K -26 -2%
CIA
990
Choate Investment Advisors
Massachusetts
$435K +$2.1K +6 +0.5%
WSCM
991
Wellington Shields Capital Management
New York
$432K – – –
CP
992
Clarendon Private
Massachusetts
$431K +$22.1K +63 +6%
TSW
993
Thompson Siegel & Walmsley
Virginia
$430K +$1.75K +5 +0.4%
AWA
994
Alta Wealth Advisors
Massachusetts
$429K -$357K -1,019 -47%
TFS
995
Thoroughbred Financial Services
Tennessee
$428K -$42.8K -122 -10%
PI
996
PFG Investments
New York
$426K -$71.1K -203 -15%
EA
997
Everpar Advisors
Oklahoma
$426K +$80.3K +229 +25%
OWA
998
Outlook Wealth Advisors
Texas
$426K -$5.61K -16 -1%
BWP
999
BSW Wealth Partners
Colorado
$423K -$17.9K -51 -4%
LFAS
1000
Level Four Advisory Services
Texas
$423K -$8.41K -24 -2%
38 39
40
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