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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1176
Capital Investment Counsel Inc
North Carolina
$240K +$224K +640 New
AC
1177
Apella Capital
Connecticut
$239K +$226K +644 New
SMA
1178
Seven Mile Advisory
New Jersey
$238K -$41.7K -119 -16%
AFP
1179
Ausdal Financial Partners
Iowa
$237K +$221K +631 New
SAG
1180
SageView Advisory Group
California
$236K +$221K +630 New
KCIA
1181
Kingsbury Capital Investment Advisors
Illinois
$236K +$220K +628 New
KWM
1182
KMT Wealth Management
California
$236K +$220K +628 New
GWMR
1183
GC Wealth Management RIA
Massachusetts
$235K -$47K -134 -18%
BTI
1184
Blue Trust Inc
Georgia
$234K -$1.75K -5 -0.8%
FCG
1185
Fielder Capital Group
Tennessee
$233K +$218K +622 New
AWM
1186
Atticus Wealth Management
Florida
$233K +$218K +621 New
PPWM
1187
Paragon Private Wealth Management
Kentucky
$232K +$217K +619 New
TW
1188
Tempo Wealth
Ohio
$232K +$217K +619 New
KHCM
1189
Kirtland Hills Capital Management
Ohio
$231K – – –
LMFP
1190
Larry Mathis Financial Planning
Arizona
$230K -$295K -842 -58%
APG
1191
Abacus Planning Group
South Carolina
$229K +$213K +609 New
HFO
1192
Heritage Family Offices
Arizona
$227K +$212K +604 New
PEWA
1193
Pacific Excel Wealth Advisors
California
$227K +$212K +604 New
IAS
1194
Insigneo Advisory Services
Florida
$226K +$211K +603 New
MFA
1195
Morling Financial Advisors
California
$226K +$211K +601 New
NCM
1196
Neumann Capital Management
California
$225K +$210K +600 New
PWP
1197
Phillips Wealth Planners
Mississippi
$225K +$701 +2 +0.3%
TWP
1198
Triad Wealth Partners
Kansas
$225K -$287K -820 -55%
VEM
1199
Vann Equity Management
Texas
$224K +$210K +598 New
DWP
1200
Daymark Wealth Partners
Ohio
$224K +$209K +596 New
46 47
48
49 50