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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
DL
976
Dockside LLC
New York
$402K +$420K +1,287 New
CFG
977
Carr Financial Group
Massachusetts
$402K +$48K +147 +13%
MAWA
978
Moss Adams Wealth Advisors
Washington
$399K -$326 -1 -0.1%
PWPS
979
Pinnacle Wealth Planning Services
Ohio
$398K -$326 -1 -0.1%
KIG
980
Kessler Investment Group
Indiana
$398K – – –
KWM
981
Kingsview Wealth Management
Oregon
$396K +$21.9K +67 +6%
BOPW
982
Brandywine Oak Private Wealth
Pennsylvania
$393K – – –
WI
983
Wealth Intelligence
Georgia
$393K +$410K +1,257 New
PCS
984
Personal CFO Solutions
New Jersey
$392K -$653 -2 -0.2%
BIG
985
Brookwood Investment Group
Arizona
$391K +$209K +639 +104%
AWA
986
Arkadios Wealth Advisors
Georgia
$389K -$12.1K -37 -3%
DT
987
Diversified Trust
Tennessee
$388K +$12.7K +39 +3%
AA
988
Advisory Alpha
Michigan
$384K -$6.85K -21 -2%
BA
989
Bridgewater Advisors
New York
$384K +$11.7K +36 +3%
MA
990
Mutual Advisors
Nebraska
$382K +$19.6K +60 +5%
LFS
991
Legacy Financial Strategies
Kansas
$378K +$65.9K +202 +20%
FB
992
Fulton Bank
Pennsylvania
$374K +$27.4K +84 +8%
FIA
993
Foundations Investment Advisors
Arizona
$371K +$387K +1,186 New
BAM
994
Belpointe Asset Management
Nevada
$367K +$4.24K +13 +1%
BCA
995
Bay Colony Advisors
Massachusetts
$364K – – –
TPI
996
Trust Point Inc
Wisconsin
$363K -$8.48K -26 -2%
OWA
997
Outlook Wealth Advisors
Texas
$362K -$5.55K -17 -1%
WA
998
Wealth Architects
California
$360K – – –
WSCM
999
Wellington Shields Capital Management
New York
$359K – – –
GWMR
1000
GC Wealth Management RIA
Massachusetts
$359K -$1.13M -3,451 -75%
38 39
40
41 42