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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1226
Marshall & Sterling Wealth Advisors
New York
$35.5K – – –
JWM
1227
JPL Wealth Management
Colorado
$35.1K +$34.4K +100 New
SWIM
1228
Smallwood Wealth Investment Management
New Jersey
$35.1K -$1.03K -3 -3%
CAM
1229
Costello Asset Management
Pennsylvania
$35.1K – – –
RF
1230
Robbins Farley
New Hampshire
$35.1K +$34.4K +100 New
CCM
1231
Cloud Capital Management
Washington
$35K +$34.4K +100 New
DMBA
1232
Deseret Mutual Benefit Administrators
Utah
$34.4K – – –
GSWM
1233
Golden State Wealth Management
California
$33.4K +$5.5K +16 +20%
CIAS
1234
CBIZ Investment Advisory Services
Ohio
$32.7K +$4.13K +12 +15%
CFD
1235
Creative Financial Designs
Indiana
$32K -$3.44K -10 -10%
FIM
1236
FWL Investment Management
Texas
$32K – – –
IW
1237
Imprint Wealth
South Carolina
$31.3K +$30.6K +89 New
CPG
1238
Cornerstone Planning Group
New Jersey
$31.3K +$4.13K +12 +15%
EWP
1239
Elevation Wealth Partners
California
$30.9K +$1.72K +5 +6%
SSG
1240
Summit Securities Group
New York
$30.9K +$30.3K +88 New
ADL
1241
Asset Dedication LLC
California
$29.9K – – –
AWM
1242
Activest Wealth Management
Florida
$29.5K +$1.03K +3 +4%
CJ
1243
Caitlin John
Michigan
$29.2K +$28.6K +83 New
TWD
1244
True Wealth Design
Ohio
$29.1K +$1.72K +5 +6%
CH
1245
Canton Hathaway
Rhode Island
$28K – – –
AEPWM
1246
Atlantic Edge Private Wealth Management
Florida
$27K +$3.44K +10 +15%
JWA
1247
JFS Wealth Advisors
Pennsylvania
$23.9K – – –
PPC
1248
Park Place Capital
Alabama
$23.5K – – –
RDFA
1249
Ritter Daniher Financial Advisory
Ohio
$22.8K – – –
HIA
1250
Harbor Investment Advisory
Maryland
$21.1K – – –
48 49
50
51 52