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Cadence Design Systems

Name Holding Trade Value Shares
Change
Change in
Stake
RZH
1101
Relyea Zuckerberg Hanson
Connecticut
$216K +$2.39K +8 +1%
CWWM
1102
Clear Wave Wealth Management
New Jersey
$216K +$231K +776 New
WC
1103
Wexford Capital
Florida
$216K +$231K +776 New
WF
1104
Whelan Financial
California
$214K +$7.46K +25 +3%
SVWAG
1105
Sound View Wealth Advisors Group
Georgia
$214K -$96.4K -323 -30%
MWA
1106
Marathon Wealth Advisors
Massachusetts
$214K – – –
CH
1107
Cromwell Holdings
Wyoming
$213K – – –
GWMR
1108
GC Wealth Management RIA
Massachusetts
$211K -$116K -388 -34%
MA
1109
MJP Associates
Connecticut
$211K -$412K -1,381 -65%
FAN
1110
Financial Advisors Network
California
$210K -$76.4K -256 -25%
WFI
1111
West Family Investments
California
$210K -$166K -557 -42%
OL
1112
OneFund LLC
Florida
$210K -$9.85K -33 -4%
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$210K -$298 -1 -0.1%
TP
1114
TritonPoint Partners
Maryland
$210K +$225K +754 New
SMA
1115
Seven Mile Advisory
New Jersey
$209K +$9.25K +31 +4%
TBT
1116
Texas Bank & Trust
Texas
$208K – – –
AFW
1117
Avantra Family Wealth
Pennsylvania
$208K -$209K -700 -48%
FC
1118
Financial Consulate
Maryland
$208K -$174K -582 -44%
BSCCG
1119
Blue Sky Capital Consultants Group
California
$208K -$15.5K -52 -7%
EL
1120
EWA LLC
Pennsylvania
$208K +$223K +747 New
USCWA
1121
U.S. Capital Wealth Advisors
Texas
$206K -$5.37K -18 -2%
TL
1122
Tradewinds LLC
North Carolina
$206K +$180K +605 New
IC
1123
Inscription Capital
Texas
$206K +$7.46K +25 +3%
IPW
1124
Invictus Private Wealth
Colorado
$205K -$11.6K -39 -5%
WC
1125
Waterloo Capital
Texas
$205K +$220K +737 New