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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
401
Bogart Wealth LLC
Virginia
-$19K -200 Closed
FMP
402
Financial Management Professionals
Texas
-$19K -200 Closed
CFB
403
Cullen/Frost Bankers
Texas
-$18K -190 Closed
IPW
404
IronBridge Private Wealth
Texas
-$17K -180 Closed
CPC
405
Consolidated Planning Corp
Georgia
-$14K -143 Closed
LC
406
Lindbrook Capital
California
-$11.8K -134 -96%
GI
407
Gradient Investments
Minnesota
-$12K -125 Closed
BWM
408
BerganKDV Wealth Management
Minnesota
-$10K -100 Closed
GEA
409
Glen Eagle Advisors
New Jersey
-$8.17K -85 Closed
CCM
410
Covington Capital Management
California
-$7K -71 Closed
AWA
411
Arkadios Wealth Advisors
Georgia
-$4K -51 Closed
JWA
412
JFS Wealth Advisors
Pennsylvania
-$3.88K -44 -88%
KIG
413
Kowal Investment Group
Wisconsin
-$4K -41 Closed
GKWIM
414
Gerber Kawasaki Wealth & Investment Management
California
-$3K -40 Closed
TFA
415
Toth Financial Advisory
Virginia
-$3K -28 Closed
CAGAS
416
Capital Advisory Group Advisory Services
Minnesota
-$2K -25 Closed
BIA
417
Bell Investment Advisors
California
-$1K -11 Closed
EI
418
Ellevest Inc
New York
-$1K -6 Closed
PP
419
PrairieView Partners
Minnesota
-$1K -6 Closed
SC
420
Schubert & Co
Texas
+$88 +1 New
CFO
421
CVA Family Office
Colorado
+$529 +6 New