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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1101
AmeriFlex Group
Nevada
$66.1K +$64.5K +222 New
BCM
1102
Berbice Capital Management
New York
$64.6K +$62.5K +215 New
HI
1103
Hoey Investments
Pennsylvania
$63.1K +$61K +210 New
CA
1104
Clearstead Advisors
Ohio
$62.7K +$16.3K +56 +37%
DJSG
1105
D.J. St. Germain
Massachusetts
$60.1K – – –
IIM
1106
Intact Investment Management
Quebec, Canada
$60.1K +$58.1K +200 New
FMP
1107
Financial Management Professionals
Texas
$59.5K +$1.45K +5 +3%
CFFP
1108
Center for Financial Planning
Michigan
$58.6K +$56.7K +195 New
ZB
1109
Zions Bancorporation
Utah
$57.1K +$581 +2 +1%
LOIP
1110
Live Oak Investment Partners
Texas
$55.3K – – –
CT
1111
Colonial Trust
South Carolina
$54.1K -$2.62K -9 -5%
FMII
1112
Farmers & Merchants Investments Inc
Nebraska
$54.1K -$581 -2 -1%
CWM
1113
Cranbrook Wealth Management
Michigan
$54.1K – – –
SC
1114
SouthState Corp
Florida
$51.1K – – –
SIM
1115
Synergy Investment Management
Florida
$50.2K +$48.5K +167 New
PWMG
1116
Prestige Wealth Management Group
New Jersey
$49.9K – – –
LFG
1117
Larson Financial Group
Missouri
$49.9K -$97.1K -334 -67%
OIAM
1118
OFI Invest Asset Management
France
$45.6K +$45.6K +157 New
CSPIA
1119
Cary Street Partners Investment Advisory
Virginia
$45.4K -$5.37M -18,482 -99%
RA
1120
Rise Advisors
New York
$45.1K +$1.16K +4 +3%
PWA
1121
Physician Wealth Advisors
Utah
$43.3K +$41.9K +144 New
VCM
1122
Versant Capital Management
Arizona
$42.1K +$25.3K +87 +164%
MCM
1123
Manchester Capital Management
Vermont
$41.8K -$12.5K -43 -24%
GKIM
1124
GW&K Investment Management
Massachusetts
$41K +$2.91K +10 +8%
AIM
1125
Anchor Investment Management
South Carolina
$40.3K – – –
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