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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$7K – – –
APA
302
American Portfolios Advisors
New York
$6.13K -$57 -1 -1%
GRP
303
Global Retirement Partners
California
$6K +$2.35K +41 +80%
CCA
304
Clearwater Capital Advisors
Illinois
$6K +$5.74K +100 New
PSC
305
Prentiss Smith & Co
Vermont
$5K – – –
FWM
306
Focused Wealth Management
New York
$4K -$287 -5 -7%
TWA
307
TCI Wealth Advisors
Arizona
$4K -$287 -5 -7%
THWM
308
Taylor Hoffman Wealth Management
Virginia
$4K – – –
CAW
309
Cornerstone Advisors (Washington)
Washington
$4K +$574 +10 +17%
MFT
310
Moisand Fitzgerald Tamayo
Florida
$4K +$2.29K +40 +133%
APP
311
Avantax Planning Partners
Iowa
$4K +$3.5K +61 New
CG
312
Cutler Group
California
$3K -$562K -9,795 -99%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$3K -$287 -5 -10%
SFSIG
314
San Francisco Sentry Investment Group
California
$3K – – –
VNA
315
Valley National Advisers
Pennsylvania
$3K – – –
CHP
316
Cable Hill Partners
Oregon
$3K +$689 +12 +38%
NWM
317
Northwest Wealth Management
Iowa
$3K +$2.87K +50 New
RCAG
318
Rehmann Capital Advisory Group
Michigan
$3K +$2.87K +50 New
CCA
319
Catalyst Capital Advisors
New York
$3K +$2.93K +51 New
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$2.23K +$2.01K +35 New
IP
321
Intellectus Partners
California
$2K – – –
PA
322
Parallel Advisors
California
$2K – – –
FC
323
Ferris Capital
Massachusetts
$2K +$1.66K +29 New
FCAG
324
First Capital Advisors Group
New Jersey
$2K +$2.18K +38 New
WIM
325
Westside Investment Management
California
$1.54K – – –
11 12
13
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