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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
1051
Ground Swell Capital
South Carolina
$215K +$204K +691 New
LI
1052
LRI Investments
Florida
$215K +$204K +691 New
SWA
1053
Stratos Wealth Advisors
Ohio
$214K +$204K +688 New
EI
1054
Ellevest Inc
New York
$214K -$19.5K -66 -9%
PS
1055
Planned Solutions
California
$213K – – –
BTWM
1056
Baker Tilly Wealth Management
Wisconsin
$213K +$203K +685 New
SMA
1057
Seven Mile Advisory
New Jersey
$213K +$202K +683 New
DOA
1058
D'Orazio & Associates
Virginia
$207K +$196K +664 New
1WA
1059
180 Wealth Advisors
Washington
$207K +$196K +664 New
SAW
1060
Signal Advisors Wealth
Michigan
$206K +$196K +661 New
KP
1061
Keel Point
Alabama
$204K +$194K +656 New
OC
1062
Oarsman Capital
Wisconsin
$204K +$194K +656 New
TFF
1063
The Family Firm
Maryland
$203K +$193K +651 New
CIC
1064
Carnegie Investment Counsel
Ohio
$202K +$192K +650 New
MAWA
1065
Moss Adams Wealth Advisors
Washington
$201K +$191K +647 New
CA
1066
Claro Advisors
Massachusetts
$201K +$191K +646 New
PL
1067
Plancorp LLC
Missouri
$201K +$191K +646 New
OWM
1068
OneAscent Wealth Management
Alabama
$201K -$82.5K -279 -30%
VIA
1069
Virtus Investment Advisers
Connecticut
$200K -$20.1K -68 -10%
AAM
1070
Advisors Asset Management
Colorado
$194K -$1.18K -4 -0.6%
EWA
1071
EverSource Wealth Advisors
Alabama
$188K +$6.8K +23 +3%
LSA
1072
Leonteq Securities AG
Switzerland
$187K +$87K +294 +95%
C
1073
Covestor
United Kingdom
$177K +$66.8K +226 +66%
RS
1074
Rakuten Securities
Japan
$174K +$117K +394 +239%
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$163K +$3.25K +11 +2%
41 42
43
44 45