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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$31K – – –
Cambridge Trust
202
Cambridge Trust
Massachusetts
$27K – – –
Prospera Financial Services
203
Prospera Financial Services
Texas
$21K -$312K -6,344 -91%
IFP Advisors
204
IFP Advisors
Florida
$21K +$2.9K +59 +15%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$20K +$7.88K +160 +40%
Asset Dedication LLC
206
Asset Dedication LLC
California
$19K – – –
CWA
207
Clearview Wealth Advisors
Oregon
$18K +$5.61K +114 +30%
Point72 Hong Kong
208
Point72 Hong Kong
Hong Kong
$16K -$257K -5,216 -92%
RPg Family Wealth Advisory
209
RPg Family Wealth Advisory
Massachusetts
$15.8K – – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$14K -$5.96K -121 -24%
Manchester Capital Management
211
Manchester Capital Management
Vermont
$14K -$689 -14 -4%
AssetMark Inc
212
AssetMark Inc
California
$14K – – –
CSB
213
City State Bank
Iowa
$14K – – –
Dark Forest Capital Management
214
Dark Forest Capital Management
Puerto Rico
$14K +$18.9K +384 +1,422%
PCG
215
Private Capital Group
Connecticut
$13K – – –
Tower Research Capital (TRC)
216
Tower Research Capital (TRC)
New York
$12K -$120K -2,447 -88%
MWM
217
Mascoma Wealth Management
New Hampshire
$12K +$16.1K +328 New
CFGS
218
Concourse Financial Group Securities
Alabama
$11K -$5.12K -104 -25%
Sandy Spring Bank
219
Sandy Spring Bank
Maryland
$11K – – –
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$11K +$492 +10 +4%
Newbridge Financial Services Group
221
Newbridge Financial Services Group
Florida
$10K +$2.46K +50 +23%
LJHT
222
Laurie J. Hall Trustee
$10K +$6.89K +140 +100%
TrustCore Financial Services
223
TrustCore Financial Services
Tennessee
$9K – – –
KFS
224
Kelly Financial Services
Massachusetts
$7.91K – – –
Lee Financial
225
Lee Financial
Texas
$7K – – –