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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
976
Secure Asset Management
Michigan
$225K +$230K +831 New
TVM
977
True Vision MN
Minnesota
$225K -$15.2K -55 -6%
DWP
978
Daymark Wealth Partners
Ohio
$225K -$9.4K -34 -4%
PCH
979
PGIM Custom Harvest
New Jersey
$223K +$10.2K +37 +5%
VWM
980
Venturi Wealth Management
Texas
$223K +$50.9K +184 +29%
CAL
981
Capital Advisors Ltd
Ohio
$222K -$5.25K -19 -2%
FWP
982
Falcon Wealth Planning
California
$222K +$11.1K +40 +5%
CH
983
Cromwell Holdings
Wyoming
$222K +$14.7K +53 +7%
A
984
Allianz
Germany
$221K -$678K -2,453 -75%
KP
985
Keel Point
Alabama
$221K -$23.2K -84 -9%
FRM
986
Fox Run Management
Connecticut
$219K +$223K +808 New
LFS
987
Legacy Financial Strategies
Kansas
$219K -$2.21K -8 -1%
IDA
988
Intelligence Driven Advisers
California
$218K -$18K -65 -7%
WAP
989
Wealthcare Advisory Partners
Pennsylvania
$217K -$55.8K -202 -20%
AA
990
Alta Advisers
United Kingdom
$217K – – –
CFSG
991
Clark Financial Services Group
Missouri
$217K +$221K +799 New
CG
992
Corundum Group
Colorado
$216K +$221K +798 New
CWM
993
Connecticut Wealth Management
Connecticut
$215K -$21.3K -77 -9%
AAM
994
Aureus Asset Management
Massachusetts
$215K – – –
AWA
995
Aaron Wealth Advisors
Illinois
$214K -$106K -382 -33%
WWM
996
Western Wealth Management
Colorado
$214K -$7.74K -28 -3%
MAG
997
M3 Advisory Group
Massachusetts
$213K +$218K +787 New
EWM
998
Empirical Wealth Management
Washington
$213K +$15.2K +55 +8%
BWM
999
Brophy Wealth Management
New Hampshire
$212K +$216K +782 New
PFS
1000
Prospera Financial Services
Texas
$212K -$4.56M -16,481 -95%
38 39
40
41 42