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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$4K – – –
GWMIA
302
Global Wealth Management Investment Advisory
Florida
$3K -$733 -13 -21%
BFC
303
Bedel Financial Consulting
Indiana
$3K – – –
FWM
304
Focused Wealth Management
New York
$3K – – –
SF
305
Synovus Financial
Georgia
$3K – – –
QCG
306
Quadrant Capital Group
Ohio
$3K +$1.8K +32 +82%
GT
307
Glenmede Trust
Pennsylvania
$2K -$1.07K -19 -32%
IFAM
308
Institutional & Family Asset Management
Colorado
$2K -$56 -1 -2%
HGWM
309
Harvest Group Wealth Management
Massachusetts
$2K – – –
MFT
310
Moisand Fitzgerald Tamayo
Florida
$2K – – –
OC
311
Oakworth Capital
Alabama
$2K – – –
TWA
312
TCI Wealth Advisors
Arizona
$2K – – –
VNA
313
Valley National Advisers
Pennsylvania
$2K – – –
SWA
314
Sutton Wealth Advisors
Florida
$1.13K – – –
PCG
315
Private Capital Group
Connecticut
$1K -$34K -603 -98%
THWM
316
Taylor Hoffman Wealth Management
Virginia
$1K -$3.27K -58 -84%
CBT
317
Capital Bank & Trust
California
$1K – – –
PFO
318
Pathstone Family Office
New Jersey
$1K – – –
WCG
319
Weaver Consulting Group
California
$1K – – –
PGAM
320
Princeton Global Asset Management
New Jersey
$1K +$564 +10 New
FEM
321
Fulcrum Equity Management
Texas
$1K +$790 +14 New
PG
322
Pendal Group
Australia
$54 – – –
Alyeska Investment Group
323
Alyeska Investment Group
Illinois
– -$30.5M -571,558 Closed
AAM
324
AO Asset Management
New York
– -$24.2M -452,185 Closed
USAA
325
United Services Automobile Association
Texas
– -$16.1M -302,032 Closed