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Cadence Design Systems
CDNS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1301
LGT Financial Advisors
Texas
$10.3K – – –
UFPG
1302
United Financial Planning Group
New York
$10.3K +$10.7K +36 +3,600%
TCOT
1303
Trust Company of Toledo
Ohio
$10.3K +$11K +37 New
RTL
1304
Red Tortoise LLC
Georgia
$10K – – –
AT
1305
Arlington Trust
Alabama
$9.72K +$10.4K +35 New
CFG
1306
Clayton Financial Group
Missouri
$9.17K – – –
CFM
1307
Cornerstone Financial Management
Massachusetts
$9.17K +$2.69K +9 +38%
DPW
1308
DiNuzzo Private Wealth
Pennsylvania
$8.89K – – –
BFS
1309
Bare Financial Services
Pennsylvania
$8.89K +$1.79K +6 +23%
SIC
1310
SJS Investment Consulting
Ohio
$8.34K +$895 +3 +11%
VWM
1311
Vermillion Wealth Management
Minnesota
$8.34K -$26K -87 -74%
PIS
1312
POM Investment Strategies
North Carolina
$8.34K +$8.95K +30 New
MMCM
1313
Murphy & Mullick Capital Management
New York
$8.06K -$3.58K -12 -29%
W
1314
WealthCollab
Washington
$7.78K +$2.39K +8 +40%
BWL
1315
Bogart Wealth LLC
Virginia
$7.78K +$3.28K +11 +65%
IW
1316
Imprint Wealth
South Carolina
$7.22K -$3.88K -13 -33%
B
1317
Bayban
Minnesota
$6.95K – – –
RWM
1318
RMG Wealth Management
Wisconsin
$6.56K – – –
DIP
1319
DT Investment Partners
Pennsylvania
$6.39K – – –
AP
1320
Aspect Partners
Virginia
$6.11K – – –
IAS
1321
IMA Advisory Services
Colorado
$6.11K – – –
NWM
1322
Nova Wealth Management
Florida
$6.08K -$1.49K -5 -19%
CA
1323
Centerpoint Advisors
Massachusetts
$6K – – –
SRCM
1324
Signature Resources Capital Management
California
$5.83K -$895 -3 -13%
SFCL
1325
Strengthening Families & Communities LLC
Massachusetts
$5.83K +$6.26K +21 New
51 52
53
54 55