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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$24K
RFWA
202
RPg Family Wealth Advisory
Massachusetts
$21.5K
PFWA
203
Paces Ferry Wealth Advisors
Georgia
$20K +$19.4K +405 New
PCG
204
Private Capital Group
Connecticut
$19K +$9.6K +200 +109%
MCM
205
Manchester Capital Management
Vermont
$18K
SFS
206
Sowell Financial Services
Arkansas
$17K -$57.6K -1,200 -78%
PFO
207
Pathstone Family Office
New Jersey
$17K +$14.4K +300 +882%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$16K +$6.63K +138 +74%
FHC
209
First Horizon Corporation
Tennessee
$16K +$16K +334 New
IFAM
210
Institutional & Family Asset Management
Colorado
$14K -$3.51K -73 -20%
TPWA
211
TRUE Private Wealth Advisors
Oregon
$12K
WCG
212
Weaver Consulting Group
California
$12K
LF
213
Lee Financial
Texas
$11K +$3.36K +70 +42%
KFS
214
Kelly Financial Services
Massachusetts
$10.7K
TFS
215
TrustCore Financial Services
Tennessee
$10K
HFM
216
Harvest Fund Management
China
$10K +$10.5K +218 New
FRA
217
Front Row Advisors
California
$9K +$2.02K +42 +74%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$8K
APA
219
American Portfolios Advisors
New York
$7.33K +$7.2K +150 New
FCH
220
Freestone Capital Holdings
Washington
$7.28K +$7.16K +149 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$7K -$1.01K -21 -13%
FP
222
Financial Perspectives
Minnesota
$6.11K
MAM
223
Meeder Asset Management
Ohio
$5K -$310K -6,454 -98%
CFGS
224
Concourse Financial Group Securities
Alabama
$5K
JCM
225
Jacobi Capital Management
Pennsylvania
$5K