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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1101
Sound View Wealth Advisors Group
Georgia
$214K -$96.4K -323 -30%
CH
1102
Cromwell Holdings
Wyoming
$213K – – –
GWMR
1103
GC Wealth Management RIA
Massachusetts
$211K -$116K -388 -34%
MA
1104
MJP Associates
Connecticut
$211K -$412K -1,381 -65%
FAN
1105
Financial Advisors Network
California
$210K -$76.4K -256 -25%
WFI
1106
West Family Investments
California
$210K -$166K -557 -42%
OL
1107
OneFund LLC
Florida
$210K -$9.85K -33 -4%
PFBT
1108
Parkside Financial Bank & Trust
Missouri
$210K -$298 -1 -0.1%
TP
1109
TritonPoint Partners
Maryland
$210K +$225K +754 New
SMA
1110
Seven Mile Advisory
New Jersey
$209K +$9.25K +31 +4%
TBT
1111
Texas Bank & Trust
Texas
$208K – – –
AFW
1112
Avantra Family Wealth
Pennsylvania
$208K -$209K -700 -48%
FC
1113
Financial Consulate
Maryland
$208K -$174K -582 -44%
BSCCG
1114
Blue Sky Capital Consultants Group
California
$208K -$15.5K -52 -7%
EL
1115
EWA LLC
Pennsylvania
$208K +$223K +747 New
USCWA
1116
U.S. Capital Wealth Advisors
Texas
$206K -$5.37K -18 -2%
TL
1117
Tradewinds LLC
North Carolina
$206K +$180K +605 New
IC
1118
Inscription Capital
Texas
$206K +$7.46K +25 +3%
IPW
1119
Invictus Private Wealth
Colorado
$205K -$11.6K -39 -5%
WC
1120
Waterloo Capital
Texas
$205K +$220K +737 New
CTC
1121
Central Trust Company
Missouri
$205K -$16.1K -54 -7%
FFP
1122
FourThought Financial Partners
Florida
$204K +$219K +735 New
KHCM
1123
Kirtland Hills Capital Management
Ohio
$204K -$95.8K -321 -34%
APM
1124
a16z Perennial Management
California
$203K – – –
CPIG
1125
Chicago Partners Investment Group
Illinois
$202K +$182K +610 New
43 44
45
46 47