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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
976
Abacus Wealth Partners
California
$321K +$6.26K +21 +2%
CIA
977
Choate Investment Advisors
Massachusetts
$320K +$344K +1,152 New
OWA
978
Outlook Wealth Advisors
Texas
$320K -$2.09K -7 -0.6%
WSCM
979
Wellington Shields Capital Management
New York
$320K – – –
LFAS
980
Level Four Advisory Services
Texas
$320K +$14.3K +48 +4%
WA
981
Wealth Architects
California
$319K -$1.19K -4 -0.3%
LFS
982
Legacy Financial Strategies
Kansas
$317K -$20K -67 -6%
PCS
983
Personal CFO Solutions
New Jersey
$317K -$33.4K -112 -9%
TSW
984
Thompson Siegel & Walmsley
Virginia
$317K -$6.07M -20,352 -95%
KNW
985
Kesler Norman & Wride
Utah
$316K -$91.9K -308 -21%
C
986
Certuity
Florida
$316K -$169K -568 -33%
PCM
987
Prelude Capital Management
New York
$313K +$336K +1,126 New
DWM
988
Drive Wealth Management
Utah
$313K +$28.3K +95 +9%
IPW
989
Impact Partnership Wealth
Georgia
$313K +$32.8K +110 +11%
TVPW
990
Third View Private Wealth
Connecticut
$312K -$5.97K -20 -2%
CWG
991
Cornerstone Wealth Group
North Carolina
$310K +$45.6K +153 +19%
MUMSS
992
Mitsubishi UFJ Morgan Stanley Securities
Japan
$310K +$159K +533 +92%
IA
993
Integrity Alliance
Iowa
$309K -$107K -358 -24%
PCH
994
PGIM Custom Harvest
New Jersey
$308K +$78.8K +264 +31%
GAM
995
Guinness Asset Management
United Kingdom
$306K – – –
BFIM
996
Beese Fulmer Investment Management
Ohio
$306K +$329K +1,102 New
TCA
997
Trifecta Capital Advisors
Illinois
$304K – – –
NB
998
NBT Bank
New York
$304K +$2.39K +8 +0.7%
PA
999
Pinnacle Associates
New York
$303K +$14.3K +48 +5%
WANY
1000
Wealthspire Advisors (New York)
New York
$302K -$359K -1,203 -53%
38 39
40
41 42