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CareCloud

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$142K -$228K -119,936 -67%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$121K +$68.4K +35,989 +238%
JIC
28
Johnson Investment Counsel
Ohio
$118K
Mariner
29
Mariner
Kansas
$115K +$92.8K +48,841 New
Northern Trust
30
Northern Trust
Illinois
$105K +$52.7K +27,744 +166%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$84.7K +$26.7K +14,041 +64%
American Century Companies
32
American Century Companies
Missouri
$78.3K +$63K +33,164 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$74.6K +$4.29K +2,254 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$72K
KWM
35
Kingsview Wealth Management
Oregon
$61.4K
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$56K
MWM
37
Manske Wealth Management
Texas
$53.8K -$1.51K -792 -3%
Vanguard Personalized Indexing Management
38
Vanguard Personalized Indexing Management
California
$50.2K +$40.5K +21,284 New
NA
39
NewEdge Advisors
Louisiana
$18K -$1.45K -764 -9%
CFFP
40
Center for Financial Planning
Michigan
$12.7K
Osaic Holdings
41
Osaic Holdings
Arizona
$9.86K -$2.21K -1,160 -22%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K +$2.03K +1,070 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.21K -$2.64K -1,389 -73%
SS
44
SBI Securities
Japan
$1.2K +$40 +21 +4%
RA
45
Rise Advisors
New York
$850 +$684 +360 New
FC
46
Fairscale Capital
New Hampshire
$669 -$135 -71 -20%
Millennium Management
47
Millennium Management
New York
-$81.8K -58,840 Closed
MG
48
Marex Group
-$65.1K -46,799 Closed
AWM
49
Axxcess Wealth Management
California
-$40.8K -29,342 Closed
CRI
50
Colonial River Investments
Virginia
-$40.8K -29,342 Closed