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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$2K -$2.53K -23 -49%
GWMIA
302
Global Wealth Management Investment Advisory
Florida
$2K
HPC
303
HM Payson & Co
Maine
$2K
KTC
304
Kistler-Tiffany Companies
Pennsylvania
$2K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.2K +20 New
MWP
306
Meridian Wealth Partners
Pennsylvania
$2K +$2.75K +25 New
WP
307
WealthShield Partners
North Carolina
$2K +$2.97K +27 New
FF
308
FourThought Financial
Florida
$1K -$440 -4 -25%
ADIM
309
Alpha DNA Investment Management
Maryland
$1K -$110 -1 -6%
CFA
310
Carroll Financial Associates
North Carolina
$1K
COCM
311
Charter Oak Capital Management
New Hampshire
$1K
KFI
312
Key Financial Inc
Pennsylvania
$1K
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$1K
HI
314
Harbour Investments
Wisconsin
$1K +$1.32K +12 New
SCA
315
Stonebridge Capital Advisors
Minnesota
$1K +$1.54K +14 New
WIM
316
Westside Investment Management
California
$7
SAM
317
Silvercrest Asset Management
New York
-$78.8M -784,312 Closed
BCA
318
Bernzott Capital Advisors
California
-$24.6M -245,039 Closed
PCH
319
Polar Capital Holdings
United Kingdom
-$19.8M -196,932 Closed
CI
320
Cambiar Investors
Colorado
-$11.3M -112,460 Closed
CIM
321
Coastal Investment Management
California
-$10.4M -103,650 Closed
FWIA
322
Fort Washington Investment Advisors
Ohio
-$9.4M -93,529 Closed
LCG
323
Lisanti Capital Growth
New York
-$8.94M -88,940 Closed
EI
324
EAM Investors
California
-$5.2M -51,791 Closed
VIA
325
Vident Investment Advisory
Georgia
-$3.71M -36,942 Closed