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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
CT
201
Cambridge Trust
Massachusetts
$27K
PFS
202
Prospera Financial Services
Texas
$21K -$312K -6,344 -91%
IA
203
IFP Advisors
Florida
$21K +$2.9K +59 +15%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$20K +$7.88K +160 +40%
ADL
205
Asset Dedication LLC
California
$19K
CWA
206
Clearview Wealth Advisors
Oregon
$18K +$5.61K +114 +30%
PHK
207
Point72 Hong Kong
Hong Kong
$16K -$257K -5,216 -92%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$15.8K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$14K -$5.96K -121 -24%
MCM
210
Manchester Capital Management
Vermont
$14K -$689 -14 -4%
AssetMark Inc
211
AssetMark Inc
California
$14K
CSB
212
City State Bank
Iowa
$14K
DFCM
213
Dark Forest Capital Management
Puerto Rico
$14K +$18.9K +384 +1,422%
PCG
214
Private Capital Group
Connecticut
$13K
TRCT
215
Tower Research Capital (TRC)
New York
$12K -$120K -2,447 -88%
MWM
216
Mascoma Wealth Management
New Hampshire
$12K +$16.1K +328 New
CFGS
217
Concourse Financial Group Securities
Alabama
$11K -$5.12K -104 -25%
SSB
218
Sandy Spring Bank
Maryland
$11K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$11K +$492 +10 +4%
NFSG
220
Newbridge Financial Services Group
Florida
$10K +$2.46K +50 +23%
LJHT
221
Laurie J. Hall Trustee
$10K +$6.89K +140 +100%
TFS
222
TrustCore Financial Services
Tennessee
$9K
KFS
223
Kelly Financial Services
Massachusetts
$7.91K
LF
224
Lee Financial
Texas
$7K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$7K +$591 +12 +6%