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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1301
Independence Bank of Kentucky
Kentucky
$11.1K -$3.58K -12 -23%
KFI
1302
Key Financial Inc
Pennsylvania
$11.1K -$1.19K -4 -9%
MSWM
1303
Mowery & Schoenfeld Wealth Management
Illinois
$10.8K -$2.39K -8 -17%
FC
1304
Fairscale Capital
New Hampshire
$10.8K – – –
VWA
1305
Valued Wealth Advisors
Utah
$10.8K +$6.26K +21 +117%
BWM
1306
Bullock Wealth Management
Indiana
$10.6K – – –
LFA
1307
LGT Financial Advisors
Texas
$10.3K – – –
UFPG
1308
United Financial Planning Group
New York
$10.3K +$10.7K +36 +3,600%
TCOT
1309
Trust Company of Toledo
Ohio
$10.3K +$11K +37 New
RTL
1310
Red Tortoise LLC
Georgia
$10K – – –
AT
1311
Arlington Trust
Alabama
$9.72K +$10.4K +35 New
CFG
1312
Clayton Financial Group
Missouri
$9.17K – – –
CFM
1313
Cornerstone Financial Management
Massachusetts
$9.17K +$2.69K +9 +38%
DPW
1314
DiNuzzo Private Wealth
Pennsylvania
$8.89K – – –
BFS
1315
Bare Financial Services
Pennsylvania
$8.89K +$1.79K +6 +23%
SIC
1316
SJS Investment Consulting
Ohio
$8.34K +$895 +3 +11%
VWM
1317
Vermillion Wealth Management
Minnesota
$8.34K -$26K -87 -74%
PIS
1318
POM Investment Strategies
North Carolina
$8.34K +$8.95K +30 New
MMCM
1319
Murphy & Mullick Capital Management
New York
$8.06K -$3.58K -12 -29%
W
1320
WealthCollab
Washington
$7.78K +$2.39K +8 +40%
BWL
1321
Bogart Wealth LLC
Virginia
$7.78K +$3.28K +11 +65%
IW
1322
Imprint Wealth
South Carolina
$7.22K -$3.88K -13 -33%
B
1323
Bayban
Minnesota
$6.95K – – –
RWM
1324
RMG Wealth Management
Wisconsin
$6.56K – – –
DIP
1325
DT Investment Partners
Pennsylvania
$6.39K – – –
51 52
53
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