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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1001
Alera Investment Advisors
Illinois
$270K +$259K +876 New
PCS
1002
Personal CFO Solutions
New Jersey
$268K -$196K -661 -43%
TPA
1003
Trivium Point Advisory
Connecticut
$268K +$258K +872 New
CWM
1004
Connecticut Wealth Management
Connecticut
$267K +$1.48K +5 +0.6%
IDA
1005
Intelligence Driven Advisers
California
$267K +$8.29K +28 +3%
DWP
1006
Daymark Wealth Partners
Ohio
$266K +$256K +864 New
NIMI
1007
Natixis Investment Managers International
France
$264K – – –
PPWP
1008
Premier Path Wealth Partners
New Jersey
$262K -$2.37K -8 -0.9%
HFP
1009
Holistic Financial Partners
Indiana
$262K +$296 +1 +0.1%
GBT
1010
Grove Bank & Trust
Florida
$262K – – –
AC
1011
Allstate Corporation
Illinois
$260K +$10.7K +36 +4%
LFDLE
1012
La Financiere de L'Echiquier
France
$259K – – –
CWA
1013
Consilio Wealth Advisors
Washington
$258K -$38.5K -130 -13%
T
1014
TOBAM
France
$258K -$255K -862 -51%
CAL
1015
Capital Advisors Ltd
Ohio
$258K +$7.11K +24 +3%
SS
1016
Sunbelt Securities
Texas
$258K -$7.99K -27 -3%
LFS
1017
Legacy Financial Strategies
Kansas
$257K +$8.88K +30 +4%
SAM
1018
Strategy Asset Managers
California
$257K -$627K -2,116 -66%
LSA
1019
Leonteq Securities AG
Switzerland
$256K +$68.4K +231 +38%
CCB
1020
Cutter & Co Brokerage
Missouri
$255K +$36.7K +124 +18%
Empower Advisory Group
1021
Empower Advisory Group
Colorado
$253K -$598K -2,019 -71%
3IP
1022
3Chopt Investment Partners
Virginia
$253K +$244K +823 New
CI Investments Inc
1023
CI Investments Inc
Ontario, Canada
$252K -$30.8K -104 -11%
MIS
1024
Morningstar Investment Services
Illinois
$252K +$34.9K +118 +17%
WWM
1025
Western Wealth Management
Colorado
$252K -$14.2K -48 -6%