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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1001
Leo Wealth LLC
Texas
$211K +$13.3K +48 +7%
JIP
1002
Jaffetilchin Investment Partners
Florida
$211K
BSTWA
1003
Blake Schutter Theil Wealth Advisors
Ohio
$211K +$215K +777 New
AF
1004
Allworth Financial
California
$211K +$19.1K +69 +10%
CF
1005
Centaurus Financial
California
$210K -$105K -379 -33%
SEC
1006
Seven Eight Capital
New York
$210K +$214K +774 New
NB
1007
NBT Bank
New York
$208K -$68.8K -249 -25%
QWP
1008
Quotient Wealth Partners
Texas
$205K -$44.2K -160 -17%
ABTD
1009
Arvest Bank Trust Division
Oklahoma
$202K +$206K +746 New
SRA
1010
Secured Retirement Advisors
Minnesota
$202K
ARC
1011
Advisor Resource Council
Texas
$202K +$206K +744 New
AWA
1012
Arkadios Wealth Advisors
Georgia
$202K +$205K +743 New
GAG
1013
GM Advisory Group
New York
$200K +$20.7K +75 +11%
PTC
1014
Private Trust Company
Ohio
$199K +$28.2K +102 +16%
Cohen & Steers
1015
Cohen & Steers
New York
$198K -$44.2K -160 -18%
JFA
1016
JNBA Financial Advisors
Minnesota
$193K
SS
1017
Sunbelt Securities
Texas
$192K -$35.7K -129 -15%
CCM
1018
CAAS Capital Management
New York
$190K
PS
1019
Planned Solutions
California
$186K
VFA
1020
Values First Advisors
Tennessee
$174K +$177K +641 New
AF
1021
Advisornet Financial
Minnesota
$171K +$136K +491 +353%
GWM
1022
Geneos Wealth Management
Colorado
$164K +$166K +601 +15,025%
UB
1023
UMB Bank
Missouri
$161K -$490K -1,772 -75%
BL
1024
Bleichroeder LP
New York
$142K
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$142K -$3.59K -13 -2%