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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
976
Petros Family Wealth
Minnesota
$326K -$71.9K -241 -17%
PPWP
977
Premier Path Wealth Partners
New Jersey
$326K +$66.2K +222 +23%
BCA
978
Bay Colony Advisors
Massachusetts
$325K +$1.19K +4 +0.3%
1WM
979
1900 Wealth Management
Texas
$322K -$65.6K -220 -16%
AWP
980
Abacus Wealth Partners
California
$321K +$6.26K +21 +2%
CIA
981
Choate Investment Advisors
Massachusetts
$320K +$344K +1,152 New
OWA
982
Outlook Wealth Advisors
Texas
$320K -$2.09K -7 -0.6%
WSCM
983
Wellington Shields Capital Management
New York
$320K – – –
LFAS
984
Level Four Advisory Services
Texas
$320K +$14.3K +48 +4%
WA
985
Wealth Architects
California
$319K -$1.19K -4 -0.3%
LFS
986
Legacy Financial Strategies
Kansas
$317K -$20K -67 -6%
PCS
987
Personal CFO Solutions
New Jersey
$317K -$33.4K -112 -9%
TSW
988
Thompson Siegel & Walmsley
Virginia
$317K -$6.07M -20,352 -95%
KNW
989
Kesler Norman & Wride
Utah
$316K -$91.9K -308 -21%
C
990
Certuity
Florida
$316K -$169K -568 -33%
PCM
991
Prelude Capital Management
New York
$313K +$336K +1,126 New
DWM
992
Drive Wealth Management
Utah
$313K +$28.3K +95 +9%
IPW
993
Impact Partnership Wealth
Georgia
$313K +$32.8K +110 +11%
TVPW
994
Third View Private Wealth
Connecticut
$312K -$5.97K -20 -2%
CWG
995
Cornerstone Wealth Group
North Carolina
$310K +$45.6K +153 +19%
MUMSS
996
Mitsubishi UFJ Morgan Stanley Securities
Japan
$310K +$159K +533 +92%
IA
997
Integrity Alliance
Iowa
$309K -$107K -358 -24%
PCH
998
PGIM Custom Harvest
New Jersey
$308K +$78.8K +264 +31%
GAM
999
Guinness Asset Management
United Kingdom
$306K – – –
BFIM
1000
Beese Fulmer Investment Management
Ohio
$306K +$329K +1,102 New
38 39
40
41 42