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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1051
Blue Trust Inc
Georgia
$202K -$1.19M -4,080 -86%
GAG
1052
GM Advisory Group
New York
$201K -$19.8K -68 -9%
TFF
1053
The Family Firm
Maryland
$201K +$194K +669 New
MFA
1054
Morling Financial Advisors
California
$200K +$194K +667 New
SS
1055
Sunbelt Securities
Texas
$192K -$20.9K -72 -10%
AF
1056
Advisornet Financial
Minnesota
$187K -$2.62K -9 -1%
SC
1057
Stance Capital
Massachusetts
$186K +$180K +620 New
GWM
1058
Geneos Wealth Management
Colorado
$181K -$872 -3 -0.5%
NB
1059
NBT Bank
New York
$180K -$48.8K -168 -22%
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$172K +$14K +48 +9%
HIIFS
1061
Harel Insurance Investments & Financial Services
Israel
$162K +$32.8K +113 +27%
BL
1062
Bleichroeder LP
New York
$158K – – –
WA
1063
Whipplewood Advisors
Colorado
$157K +$152K +522 New
AWM
1064
Abound Wealth Management
Tennessee
$151K -$2.33K -8 -2%
RCM
1065
Ravenstone Capital Management
$150K +$145K +500 New
RWM
1066
Rialto Wealth Management
New York
$150K +$145K +500 New
CA
1067
CoreCap Advisors
Michigan
$150K -$452K -1,555 -76%
MME
1068
Meag Munich Ergo
Germany
$142K – – –
RIL
1069
Rothschild Investment LLC
Illinois
$142K +$3.78K +13 +3%
TFIPS
1070
Towarzystwo Funduszy Inwestycyjnych PZU SA
$141K +$23.3K +80 +21%
HCP
1071
Hexagon Capital Partners
Arkansas
$139K -$7.27K -25 -5%
CFO
1072
CVA Family Office
Colorado
$135K +$21.2K +73 +19%
EWM
1073
Evermay Wealth Management
Virginia
$133K – – –
EMFAT
1074
Emerald Mutual Fund Advisers Trust
Pennsylvania
$133K -$143K -493 -53%
GFPC
1075
Global Financial Private Client
Florida
$131K +$291 +1 +0.2%
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43
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