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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1001
Victory Financial Group
Texas
$413K +$19.6K +56 +5%
3IP
1002
3Chopt Investment Partners
Virginia
$411K +$101K +287 +35%
AO
1003
Advisor OS
Illinois
$411K -$55.7K -159 -13%
TPI
1004
Trust Point Inc
Wisconsin
$411K +$17.9K +51 +5%
NB
1005
NBT Bank
New York
$410K – – –
PCS
1006
Personal CFO Solutions
New Jersey
$409K -$17.9K -51 -4%
BA
1007
Bridgewater Advisors
New York
$408K +$9.81K +28 +2%
AWE
1008
Avidian Wealth Enterprises
Texas
$408K +$92.9K +265 +32%
RAM
1009
Ramirez Asset Management
New York
$405K – – –
BIA
1010
Benchmark Investment Advisors
Illinois
$404K -$444K -1,268 -54%
PFS
1011
Prospera Financial Services
Texas
$404K -$219K -624 -37%
CGPCS
1012
Capital Group Private Client Services
California
$403K -$145K -415 -28%
AA
1013
Alta Advisers
United Kingdom
$403K – – –
IP
1014
Ignite Planners
California
$401K +$12.3K +35 +3%
PM
1015
Pembroke Management
Quebec, Canada
$399K -$1.05K -3 -0.3%
CAL
1016
Capital Analysts LLC
Pennsylvania
$399K -$91.8K -262 -20%
HIA
1017
Harbor Investment Advisory
Maryland
$399K +$156K +446 +72%
OPCM
1018
Osborne Partners Capital Management
California
$398K – – –
CSA
1019
Cottage Street Advisors
Massachusetts
$398K – – –
SG
1020
StoneX Group
New York
$397K -$240K -685 -39%
AWA
1021
Arkadios Wealth Advisors
Georgia
$397K -$70.4K -201 -16%
IA
1022
IFP Advisors
Florida
$397K -$51.2K -146 -12%
CIAS
1023
Capital Investment Advisory Services
North Carolina
$396K -$6.66K -19 -2%
FFM
1024
Fullerton Fund Management
Singapore
$395K +$369K +1,053 New
PWA
1025
Prairie Wealth Advisors
Nebraska
$394K – – –
39 40
41
42 43