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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
301
WealthBridge Capital Management
Ohio
$8K +$1.53K +32 +34%
RE
302
RBC Europe
United Kingdom
$7.86K
CFA
303
Carroll Financial Associates
North Carolina
$7K
TFA
304
Toth Financial Advisory
Virginia
$6K -$48.7K -1,015 -91%
SBL
305
Sargent Bickham Lagudis
Colorado
$6K
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$6K +$1.53K +32 +46%
CHP
307
Cable Hill Partners
Oregon
$5K +$384 +8 +10%
CAW
308
Cornerstone Advisors (Washington)
Washington
$5K +$1.25K +26 +43%
SCM
309
Shelton Capital Management
Colorado
$4.46K +$12.1K +252 New
FWM
310
Focused Wealth Management
New York
$4K
GWMIA
311
Global Wealth Management Investment Advisory
Florida
$4K
HS
312
Horan Securities
United States
$4K
NFG
313
Next Financial Group
Texas
$4K
PA
314
Parallel Advisors
California
$4K
THWM
315
Taylor Hoffman Wealth Management
Virginia
$4K
BCA
316
Berman Capital Advisors
Georgia
$4K +$3.45K +72 New
NFH
317
NEXT Financial Holdings
Texas
$4K +$3.5K +73 New
AF
318
Allworth Financial
California
$4K +$3.65K +76 +2,533%
PHK
319
Point72 Hong Kong
Hong Kong
$4K +$3.69K +77 New
NWM
320
Northwest Wealth Management
Iowa
$3K
SF
321
Synovus Financial
Georgia
$3K
CWA
322
Clarus Wealth Advisors
Arizona
$3K +$2.49K +52 New
MNBTD
323
Moody National Bank Trust Division
Texas
$2K -$4.03K -84 -70%
FC
324
Ferris Capital
Massachusetts
$2K
IFAM
325
Institutional & Family Asset Management
Colorado
$2K