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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1226
Curated Wealth Partners
California
$206K -$147K -419 -43%
EPW
1227
Endeavor Private Wealth
Kansas
$206K +$193K +550 New
GLLW
1228
Graves Light Lenhart Wealth
Virginia
$206K +$193K +550 New
KWM
1229
Kingsman Wealth Management
Florida
$206K +$193K +550 New
OPF
1230
Old Peak Finance
North Carolina
$206K +$193K +550 New
LSIA
1231
LaSalle St. Investment Advisors
Illinois
$206K +$192K +549 New
5NPW
1232
55 North Private Wealth
Florida
$206K +$192K +548 New
AF
1233
Advisornet Financial
Minnesota
$204K +$1.75K +5 +0.9%
ZBNA
1234
Zions Bancorporation, National Association
Utah
$202K -$20K -57 -10%
SP
1235
Stonebrook Private
Michigan
$202K +$188K +537 New
EGM
1236
Engineers Gate Manager
New York
$201K -$5.03M -14,367 -96%
VCM
1237
Versant Capital Management
Arizona
$199K +$24.9K +71 +15%
BL
1238
Bleichroeder LP
New York
$197K – – –
TSMHT
1239
Thurston Springer Miller Herd & Titak
Indiana
$197K +$12.6K +36 +7%
TCM
1240
Triumph Capital Management
Colorado
$195K – – –
AP
1241
Atwood & Palmer
Missouri
$190K – – –
CSPIA
1242
Cary Street Partners Investment Advisory
Virginia
$183K +$57.8K +165 +51%
FGP
1243
Freestone Grove Partners
California
$182K -$94.4M -269,470 -100%
CFO
1244
CVA Family Office
Colorado
$180K +$25.9K +74 +18%
AWM
1245
Abound Wealth Management
Tennessee
$176K -$11.6K -33 -7%
SR
1246
Swiss Re
Switzerland
$161K +$118K +336 +357%
PTC
1247
Private Trust Company
Ohio
$161K -$84.5K -241 -36%
WIM
1248
Westside Investment Management
California
$160K – – –
TCIIS
1249
TIAA-CREF Individual & Institutional Services
New York
$160K -$9.81K -28 -6%
SWA
1250
SOA Wealth Advisors
New York
$157K +$2.8K +8 +2%
48 49
50
51 52