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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$213K +$15.2K +55 +8%
BWM
1002
Brophy Wealth Management
New Hampshire
$212K +$216K +782 New
PFS
1003
Prospera Financial Services
Texas
$212K -$4.56M -16,481 -95%
LWL
1004
Leo Wealth LLC
Texas
$211K +$13.3K +48 +7%
JIP
1005
Jaffetilchin Investment Partners
Florida
$211K – – –
BSTWA
1006
Blake Schutter Theil Wealth Advisors
Ohio
$211K +$215K +777 New
AF
1007
Allworth Financial
California
$211K +$19.1K +69 +10%
CF
1008
Centaurus Financial
California
$210K -$105K -379 -33%
SEC
1009
Seven Eight Capital
New York
$210K +$214K +774 New
NB
1010
NBT Bank
New York
$208K -$68.8K -249 -25%
QWP
1011
Quotient Wealth Partners
Texas
$205K -$44.2K -160 -17%
ABTD
1012
Arvest Bank Trust Division
Oklahoma
$202K +$206K +746 New
SRA
1013
Secured Retirement Advisors
Minnesota
$202K – – –
ARC
1014
Advisor Resource Council
Texas
$202K +$206K +744 New
AWA
1015
Arkadios Wealth Advisors
Georgia
$202K +$205K +743 New
GAG
1016
GM Advisory Group
New York
$200K +$20.7K +75 +11%
PTC
1017
Private Trust Company
Ohio
$199K +$28.2K +102 +16%
Cohen & Steers
1018
Cohen & Steers
New York
$198K -$44.2K -160 -18%
JFA
1019
JNBA Financial Advisors
Minnesota
$193K – – –
SS
1020
Sunbelt Securities
Texas
$192K -$35.7K -129 -15%
CCM
1021
CAAS Capital Management
New York
$190K – – –
PS
1022
Planned Solutions
California
$186K – – –
VFA
1023
Values First Advisors
Tennessee
$174K +$177K +641 New
AF
1024
Advisornet Financial
Minnesota
$171K +$136K +491 +353%
GWM
1025
Geneos Wealth Management
Colorado
$164K +$166K +601 +15,025%