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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1026
Westside Investment Management
California
$104K – – –
SIC
1027
Salem Investment Counselors
North Carolina
$102K – – –
RTC
1028
Riverview Trust Company
Washington
$101K -$1.67K -6 -1%
NB
1029
NBT Bank
New York
$99.2K -$57.8K -208 -35%
WA
1030
Whipplewood Advisors
Colorado
$96.6K -$17.2K -62 -12%
ABWM
1031
Alpine Bank Wealth Management
Colorado
$95.9K +$105K +377 New
FDW
1032
Fourth Dimension Wealth
Ohio
$89.8K -$4.17K -15 -4%
MAS
1033
MPWM Advisory Solutions
Georgia
$86.7K -$6.12K -22 -6%
MWA
1034
Medallion Wealth Advisors
Connecticut
$86.2K +$18.4K +66 +25%
C
1035
Covestor
United Kingdom
$86K -$7.51K -27 -7%
MME
1036
Meag Munich Ergo
Germany
$83.7K -$39.8K -143 -30%
CM
1037
Capula Management
Cayman Islands
$83.4K +$91.2K +328 New
CFFP
1038
Center for Financial Planning
Michigan
$82.7K +$36.2K +130 +67%
WWM
1039
Wolff Wiese Magana
California
$82.4K -$4.17K -15 -4%
AGWCA
1040
Annis Gardner Whiting Capital Advisors
Florida
$80.6K -$266K -957 -75%
GIA
1041
GHP Investment Advisors
Colorado
$80.5K +$1.11K +4 +1%
OWA
1042
Opal Wealth Advisors
New York
$77.6K +$84.8K +305 New
HI
1043
Harbour Investments
Wisconsin
$77.3K +$18.4K +66 +28%
MCM
1044
MV Capital Management
Maryland
$77.1K -$834 -3 -1%
CFO
1045
CVA Family Office
Colorado
$75.8K -$42K -151 -34%
BIA
1046
Bell Investment Advisors
California
$70.7K – – –
FAM
1047
Flaharty Asset Management
Florida
$63.6K +$69.5K +250 New
CIR
1048
Clear Investment Research
Georgia
$63.6K – – –
KIM
1049
Kestra Investment Management
Texas
$63.1K -$23.4K -84 -25%
RIL
1050
Rothschild Investment LLC
Illinois
$62.6K -$62.8K -226 -48%
40 41
42
43 44