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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1001
Sage Mountain Advisors
Georgia
$289K -$230K -791 -46%
HFP
1002
Holistic Financial Partners
Indiana
$286K -$6.4K -22 -2%
SAG
1003
SageView Advisory Group
California
$285K -$291 -1 -0.1%
LCM
1004
LVM Capital Management
Michigan
$285K – – –
AC
1005
Arjuna Capital
North Carolina
$283K +$20.6K +71 +8%
CFAM
1006
Center For Asset Management
Florida
$283K -$4.65K -16 -2%
BWP
1007
Baldwin Wealth Partners
Massachusetts
$282K – – –
SIM
1008
Sentry Investment Management
Wisconsin
$282K – – –
IAS
1009
Insigneo Advisory Services
Florida
$281K -$145K -497 -35%
BSCCG
1010
Blue Sky Capital Consultants Group
California
$280K +$8.72K +30 +3%
PCP
1011
Perbak Capital Partners
United Kingdom
$279K +$263K +904 New
PPWP
1012
Premier Path Wealth Partners
New Jersey
$277K +$261K +897 New
KHCM
1013
Kirtland Hills Capital Management
Ohio
$276K +$9.3K +32 +4%
WAP
1014
Wealthcare Advisory Partners
Pennsylvania
$276K -$2.91K -10 -1%
IFA
1015
Index Fund Advisors
California
$275K +$260K +893 New
FFO
1016
Fiduciary Family Office
Florida
$274K -$11.6K -40 -4%
TCWA
1017
Turtle Creek Wealth Advisors
Texas
$272K +$257K +884 New
GBT
1018
Grove Bank & Trust
Florida
$271K +$1.45K +5 +0.6%
CWA
1019
Consilio Wealth Advisors
Washington
$267K +$15.7K +54 +7%
SCM
1020
SCS Capital Management
Massachusetts
$267K -$25.9K -89 -9%
JIC
1021
Johnson Investment Counsel
Ohio
$267K +$6.4K +22 +3%
PTC
1022
Private Trust Company
Ohio
$266K -$30.2K -104 -11%
GSEP
1023
Golden State Equity Partners
California
$265K +$250K +860 New
FWP
1024
Falcon Wealth Planning
California
$263K +$249K +855 New
BCP
1025
Blackhawk Capital Partners
Wisconsin
$263K +$248K +854 New
39 40
41
42 43