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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1101
Clear Investment Research
Georgia
$77.8K – – –
ZB
1102
Zions Bancorporation
Utah
$76.3K -$1.18K -4 -2%
RIL
1103
Rothschild Investment LLC
Illinois
$75.6K +$7.99K +27 +13%
VWM
1104
Venturi Wealth Management
Texas
$74.1K +$31.6K +107 +82%
EWP
1105
Elevation Wealth Partners
California
$73.8K +$70.1K +237 New
KFS
1106
Kelly Financial Services
Massachusetts
$69.4K +$34.3K +116 +108%
BCWM
1107
Bartlett & Co Wealth Management
Ohio
$62.3K -$446K -1,507 -88%
DJSG
1108
D.J. St. Germain
Massachusetts
$62.3K – – –
FMP
1109
Financial Management Professionals
Texas
$60K +$20.7K +70 +57%
BEI
1110
Benjamin Edwards Inc
Missouri
$57K +$54.4K +184 New
FMII
1111
Farmers & Merchants Investments Inc
Nebraska
$56.7K – – –
AWM
1112
AllSquare Wealth Management
New York
$55.7K – – –
SC
1113
SouthState Corp
Florida
$55.4K +$1.48K +5 +3%
CJ
1114
Caitlin John
Michigan
$49.8K – – –
MCM
1115
MidAtlantic Capital Management
Virginia
$49.8K – – –
CWM
1116
Cranbrook Wealth Management
Michigan
$48.2K -$23.1K -78 -33%
RA
1117
Rise Advisors
New York
$45.4K +$43.2K +146 New
BC
1118
Barrett & Company
Rhode Island
$45.1K – – –
PMFA
1119
Plante Moran Financial Advisors
Michigan
$40.2K -$9.76K -33 -20%
AF
1120
Advisornet Financial
Minnesota
$39.2K +$12.7K +43 +52%
LFA
1121
LGT Financial Advisors
Texas
$38.3K – – –
USB
1122
Union Savings Bank
Connecticut
$37.4K – – –
HCM
1123
Hollencrest Capital Management
California
$36.7K +$30.2K +102 +638%
A
1124
AlphaQuest
New York
$36.1K -$1.23M -4,152 -97%
JWA
1125
JFS Wealth Advisors
Pennsylvania
$34.6K +$7.99K +27 +32%
43 44
45
46 47