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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1026
Significant Wealth Partners
Illinois
$233K +$222K +750 New
PA
1027
PFW Advisors
Georgia
$233K +$296 +1 +0.1%
JSW
1028
Journey Strategic Wealth
New Jersey
$231K +$220K +744 New
WEG
1029
World Equity Group
Illinois
$231K -$26.6K -90 -11%
WFA
1030
Wellspring Financial Advisors
Ohio
$229K +$218K +737 New
FWP
1031
Falcon Wealth Planning
California
$227K +$216K +729 New
DWA
1032
Delap Wealth Advisory
Oregon
$227K +$215K +728 New
AF
1033
Allworth Financial
California
$226K +$34K +115 +19%
LS
1034
Livforsakringsbolaget Skandia
Sweden
$225K – – –
LWL
1035
Leo Wealth LLC
Texas
$225K +$214K +722 New
OFS
1036
OneAscent Financial Services
Alabama
$223K -$128K -434 -38%
EL
1037
EWA LLC
Pennsylvania
$222K +$1.18K +4 +0.5%
JFA
1038
JNBA Financial Advisors
Minnesota
$222K – – –
CCB
1039
Cutter & Co Brokerage
Missouri
$219K +$209K +705 New
PFPT
1040
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K +$208K +704 New
DCM
1041
Dudley Capital Management
Virginia
$219K +$207K +701 New
OL
1042
OneFund LLC
Florida
$218K +$207K +700 New
MIS
1043
Morningstar Investment Services
Illinois
$218K -$71.3K -241 -26%
RFP
1044
Roth Financial Partners
Texas
$218K +$207K +700 New
WF
1045
Welch & Forbes
Massachusetts
$217K +$206K +697 New
PCMH
1046
Polymer Capital Management (HK)
Hong Kong
$216K -$55.9K -189 -21%
GSC
1047
Ground Swell Capital
South Carolina
$215K +$204K +691 New
LI
1048
LRI Investments
Florida
$215K +$204K +691 New
SWA
1049
Stratos Wealth Advisors
Ohio
$214K +$204K +688 New
EI
1050
Ellevest Inc
New York
$214K -$19.5K -66 -9%
40 41
42
43 44