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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1101
Berbice Capital Management
New York
$64.6K +$62.5K +215 New
HI
1102
Hoey Investments
Pennsylvania
$63.1K +$61K +210 New
CA
1103
Clearstead Advisors
Ohio
$62.7K +$16.3K +56 +37%
DJSG
1104
D.J. St. Germain
Massachusetts
$60.1K – – –
IIM
1105
Intact Investment Management
Quebec, Canada
$60.1K +$58.1K +200 New
FMP
1106
Financial Management Professionals
Texas
$59.5K +$1.45K +5 +3%
CFFP
1107
Center for Financial Planning
Michigan
$58.6K +$56.7K +195 New
ZB
1108
Zions Bancorporation
Utah
$57.1K +$581 +2 +1%
LOIP
1109
Live Oak Investment Partners
Texas
$55.3K – – –
CT
1110
Colonial Trust
South Carolina
$54.1K -$2.62K -9 -5%
FMII
1111
Farmers & Merchants Investments Inc
Nebraska
$54.1K -$581 -2 -1%
CWM
1112
Cranbrook Wealth Management
Michigan
$54.1K – – –
SC
1113
SouthState Corp
Florida
$51.1K – – –
SIM
1114
Synergy Investment Management
Florida
$50.2K +$48.5K +167 New
PWMG
1115
Prestige Wealth Management Group
New Jersey
$49.9K – – –
LFG
1116
Larson Financial Group
Missouri
$49.9K -$97.1K -334 -67%
OIAM
1117
OFI Invest Asset Management
France
$45.6K +$45.6K +157 New
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$45.4K -$5.37M -18,482 -99%
RA
1119
Rise Advisors
New York
$45.1K +$1.16K +4 +3%
PWA
1120
Physician Wealth Advisors
Utah
$43.3K +$41.9K +144 New
VCM
1121
Versant Capital Management
Arizona
$42.1K +$25.3K +87 +164%
MCM
1122
Manchester Capital Management
Vermont
$41.8K -$12.5K -43 -24%
GKIM
1123
GW&K Investment Management
Massachusetts
$41K +$2.91K +10 +8%
AIM
1124
Anchor Investment Management
South Carolina
$40.3K – – –
AT
1125
Avalon Trust
New Mexico
$39.1K +$37.8K +130 New
43 44
45
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