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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1001
GC Wealth Management RIA
Massachusetts
$359K -$1.13M -3,451 -75%
TVPW
1002
Third View Private Wealth
Connecticut
$357K +$373K +1,143 New
AWP
1003
Abacus Wealth Partners
California
$355K +$371K +1,136 New
CP
1004
Clarendon Private
Massachusetts
$354K -$15.3K -47 -4%
AAS
1005
Ameritas Advisory Services
Nebraska
$350K +$319K +978 +684%
GAM
1006
Guinness Asset Management
United Kingdom
$350K +$2.28K +7 +0.6%
LFAS
1007
Level Four Advisory Services
Texas
$344K +$6.53K +20 +2%
KMWM
1008
Keudell/Morrison Wealth Management
Oregon
$344K +$360K +1,102 New
TS
1009
Triglav Skladi
Slovenia
$344K +$359K +1,100 New
OC
1010
Oarsman Capital
Wisconsin
$343K +$4.57K +14 +1%
TCA
1011
Trifecta Capital Advisors
Illinois
$342K – – –
SVWAG
1012
Sound View Wealth Advisors Group
Georgia
$341K -$1.63K -5 -0.5%
SCP
1013
Sivia Capital Partners
California
$340K -$3.59K -11 -1%
NB
1014
NBT Bank
New York
$339K -$8.16K -25 -2%
EWA
1015
Eagle Wealth Advisors
Connecticut
$339K +$354K +1,084 New
AWM
1016
Aprio Wealth Management
Georgia
$339K +$65.3K +200 +24%
BWP
1017
BSW Wealth Partners
Colorado
$339K +$5.87K +18 +2%
RAM
1018
Ramirez Asset Management
New York
$337K – – –
AA
1019
Alta Advisers
United Kingdom
$335K -$144K -440 -29%
CSA
1020
Cottage Street Advisors
Massachusetts
$331K -$24.5K -75 -7%
ATS
1021
Ashton Thomas Securities
New York
$327K +$14.4K +44 +4%
VIM
1022
Vista Investment Management
Pennsylvania
$326K +$340K +1,043 New
PA
1023
Pinnacle Associates
New York
$326K -$12.1K -37 -3%
DWM
1024
Drive Wealth Management
Utah
$322K +$326 +1 +0.1%
DE
1025
Diversified Enterprises
Delaware
$321K +$131K +402 +64%
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