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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1051
Planned Solutions
California
$213K – – –
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$213K +$203K +685 New
SMA
1053
Seven Mile Advisory
New Jersey
$213K +$202K +683 New
DOA
1054
D'Orazio & Associates
Virginia
$207K +$196K +664 New
1WA
1055
180 Wealth Advisors
Washington
$207K +$196K +664 New
SAW
1056
Signal Advisors Wealth
Michigan
$206K +$196K +661 New
KP
1057
Keel Point
Alabama
$204K +$194K +656 New
OC
1058
Oarsman Capital
Wisconsin
$204K +$194K +656 New
TFF
1059
The Family Firm
Maryland
$203K +$193K +651 New
CIC
1060
Carnegie Investment Counsel
Ohio
$202K +$192K +650 New
MAWA
1061
Moss Adams Wealth Advisors
Washington
$201K +$191K +647 New
CA
1062
Claro Advisors
Massachusetts
$201K +$191K +646 New
PL
1063
Plancorp LLC
Missouri
$201K +$191K +646 New
OWM
1064
OneAscent Wealth Management
Alabama
$201K -$82.5K -279 -30%
VIA
1065
Virtus Investment Advisers
Connecticut
$200K -$20.1K -68 -10%
AAM
1066
Advisors Asset Management
Colorado
$194K -$1.18K -4 -0.6%
EWA
1067
EverSource Wealth Advisors
Alabama
$188K +$6.8K +23 +3%
LSA
1068
Leonteq Securities AG
Switzerland
$187K +$87K +294 +95%
C
1069
Covestor
United Kingdom
$177K +$66.8K +226 +66%
RS
1070
Rakuten Securities
Japan
$174K +$117K +394 +239%
PFBT
1071
Parkside Financial Bank & Trust
Missouri
$163K +$3.25K +11 +2%
BL
1072
Bleichroeder LP
New York
$163K – – –
RCM
1073
Raleigh Capital Management
North Carolina
$159K +$16K +54 +12%
IGWM
1074
ICA Group Wealth Management
Colorado
$151K +$3.25K +11 +2%
HCP
1075
Hexagon Capital Partners
Arkansas
$150K +$7.99K +27 +6%
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