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Cerence

Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$1.17K – – –
Clearstead Advisors
202
Clearstead Advisors
Ohio
$1.02K – – –
Harvest Fund Management
203
Harvest Fund Management
China
$1K -$63.1K -2,302 -99%
Blue Trust Inc
204
Blue Trust Inc
Georgia
$1K -$658 -24 -49%
Benjamin F. Edwards & Company
205
Benjamin F. Edwards & Company
Missouri
$1K – – –
MTIC
206
Missouri Trust & Investment Company
Missouri
$994 – – –
BWM
207
Baystate Wealth Management
Massachusetts
$818 – – –
FFA
208
Fairfield Financial Advisors
Massachusetts
$731 – – –
GWS
209
Glassman Wealth Services
Virginia
$731 – – –
JGIA
210
Jackson Grant Investment Advisers
Connecticut
$702 – – –
MCM
211
Manchester Capital Management
Vermont
$702 – – –
GWMIA
212
Global Wealth Management Investment Advisory
Florida
$672 +$631 +23 New
PWMG
213
Prestige Wealth Management Group
New Jersey
$556 – – –
KFI
214
Key Financial Inc
Pennsylvania
$468 – – –
GWSA
215
Global Wealth Strategies & Associates
Colorado
$351 – – –
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
$263 – – –
CFO
217
CVA Family Office
Colorado
$175 – – –
CMA
218
Cedar Mountain Advisors
Oregon
$117 – – –
FWM
219
Focused Wealth Management
New York
$117 – – –
RG
220
Retirement Group
California
$117 – – –
AA
221
Addison Advisors
Vermont
$88 – – –
JWA
222
JFS Wealth Advisors
Pennsylvania
$88 – – –
Global Retirement Partners
223
Global Retirement Partners
California
$29 – – –
SWM
224
Sugarloaf Wealth Management
Georgia
$29 – – –
VVP
225
Vulcan Value Partners
Alabama
– -$13.7M -488,634 Closed