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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1026
Trust Investment Advisors
Indiana
$242K -$7.99K -27 -3%
SRA
1027
Secured Retirement Advisors
Minnesota
$239K – – –
GJIA
1028
Glass Jacobson Investment Advisors
Maryland
$235K – – –
BST
1029
Bath Savings Trust
Maine
$233K +$222K +750 New
SWP
1030
Significant Wealth Partners
Illinois
$233K +$222K +750 New
PA
1031
PFW Advisors
Georgia
$233K +$296 +1 +0.1%
JSW
1032
Journey Strategic Wealth
New Jersey
$231K +$220K +744 New
WEG
1033
World Equity Group
Illinois
$231K -$26.6K -90 -11%
WFA
1034
Wellspring Financial Advisors
Ohio
$229K +$218K +737 New
FWP
1035
Falcon Wealth Planning
California
$227K +$216K +729 New
DWA
1036
Delap Wealth Advisory
Oregon
$227K +$215K +728 New
AF
1037
Allworth Financial
California
$226K +$34K +115 +19%
LS
1038
Livforsakringsbolaget Skandia
Sweden
$225K – – –
LWL
1039
Leo Wealth LLC
Texas
$225K +$214K +722 New
OFS
1040
OneAscent Financial Services
Alabama
$223K -$128K -434 -38%
EL
1041
EWA LLC
Pennsylvania
$222K +$1.18K +4 +0.5%
JFA
1042
JNBA Financial Advisors
Minnesota
$222K – – –
CCB
1043
Cutter & Co Brokerage
Missouri
$219K +$209K +705 New
PFPT
1044
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K +$208K +704 New
DCM
1045
Dudley Capital Management
Virginia
$219K +$207K +701 New
OL
1046
OneFund LLC
Florida
$218K +$207K +700 New
MIS
1047
Morningstar Investment Services
Illinois
$218K -$71.3K -241 -26%
RFP
1048
Roth Financial Partners
Texas
$218K +$207K +700 New
WF
1049
Welch & Forbes
Massachusetts
$217K +$206K +697 New
PCMH
1050
Polymer Capital Management (HK)
Hong Kong
$216K -$55.9K -189 -21%
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42
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