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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Wolff Wiese Magana
California
$25K – – –
CG
277
Cutler Group
California
$25K +$9.84K +100 +71%
KFS
278
Kelly Financial Services
Massachusetts
$23.4K – – –
BWM
279
Baystate Wealth Management
Massachusetts
$21K – – –
Bogart Wealth LLC
280
Bogart Wealth LLC
Virginia
$21K – – –
LF
281
Lee Financial
Texas
$21K – – –
Rockefeller Capital Management
282
Rockefeller Capital Management
New York
$21K +$1.57K +16 +9%
Cullen/Frost Bankers
283
Cullen/Frost Bankers
Texas
$20K +$18.7K +190 New
IPW
284
IronBridge Private Wealth
Texas
$19K +$17.7K +180 New
APA
285
American Portfolios Advisors
New York
$16K – – –
ZB
286
Zions Bancorporation
Utah
$16K +$15K +152 New
LC
287
Lindbrook Capital
California
$15K +$984 +10 +8%
LCM
288
Logan Capital Management
Pennsylvania
$14K – – –
FP
289
Financial Perspectives
Minnesota
$13.3K – – –
Spire Wealth Management
290
Spire Wealth Management
Virginia
$13K -$15.3K -155 -55%
VCM
291
Vigilant Capital Management
Maine
$13K – – –
RDWM
292
Red Door Wealth Management
Tennessee
$13K +$12.3K +125 New
WQ
293
Wealth Quarterback
New Jersey
$12K +$10.6K +108 New
CFFP
294
Center for Financial Planning
Michigan
$11K – – –
BWM
295
BerganKDV Wealth Management
Minnesota
$11K +$9.84K +100 New
AF
296
Advisornet Financial
Minnesota
$10K – – –
Avior Wealth Management
297
Avior Wealth Management
Nebraska
$10K – – –
Harvest Fund Management
298
Harvest Fund Management
China
$10K – – –
CAL
299
Capital Advisors Ltd
Ohio
$9K – – –
Salem Investment Counselors
300
Salem Investment Counselors
North Carolina
$9K – – –