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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$33K +$1.21K +11 +3%
CWA
252
Clearview Wealth Advisors
Oregon
$33K +$5.17K +47 +15%
IFAM
253
Institutional & Family Asset Management
Colorado
$33K +$9.03K +82 +29%
SFS
254
Sowell Financial Services
Arkansas
$29K -$18.2K -165 -34%
SWM
255
Spire Wealth Management
Virginia
$25K +$30.9K +281 New
WWM
256
Wolff Wiese Magana
California
$21K
CFGS
257
Concourse Financial Group Securities
Alabama
$20K +$660 +6 +3%
KFS
258
Kelly Financial Services
Massachusetts
$19.6K
TFS
259
TrustCore Financial Services
Tennessee
$18K
BWM
260
Baystate Wealth Management
Massachusetts
$18K +$18.5K +168 +600%
BWL
261
Bogart Wealth LLC
Virginia
$18K +$22K +200 New
LF
262
Lee Financial
Texas
$17K
LSA
263
Leonteq Securities AG
Switzerland
$16.6K +$20.4K +185 New
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$16K +$4.95K +45 +32%
EP
265
Eudaimonia Partners
Tennessee
$15K +$18.3K +166 New
APA
266
American Portfolios Advisors
New York
$13.4K
RE
267
RBC Europe
United Kingdom
$12.8K +$11K +100 +233%
CG
268
Cutler Group
California
$12K -$160K -1,450 -91%
LC
269
Lindbrook Capital
California
$12K
LCM
270
Logan Capital Management
Pennsylvania
$12K +$14.2K +129 New
FP
271
Financial Perspectives
Minnesota
$11.2K
VCM
272
Vigilant Capital Management
Maine
$11K +$13.8K +125 New
CFFP
273
Center for Financial Planning
Michigan
$9K
AWM
274
Avior Wealth Management
Nebraska
$8K -$142K -1,290 -93%
HFM
275
Harvest Fund Management
China
$8K -$47.5K -432 -82%