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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$5K – – –
CTA
352
Colonial Trust Advisors
South Carolina
$4.7K +$5.53K +90 New
MAWCM
353
Mine & Arao Wealth Creation & Management
California
$4.59K – – –
CWA
354
Clearview Wealth Advisors
Oregon
$4.49K -$2.95K -48 -36%
PWMG
355
Prestige Wealth Management Group
New Jersey
$4.02K – – –
BFEC
356
Benjamin F. Edwards & Company
Missouri
$4K – – –
CA
357
Centerpoint Advisors
Massachusetts
$4K – – –
CPG
358
Cornerstone Planning Group
New Jersey
$3.99K +$4.18K +68 New
IGWM
359
ICA Group Wealth Management
Colorado
$3.5K +$4.12K +67 New
FP
360
Financial Perspectives
Minnesota
$3.44K – – –
FWM
361
Focused Wealth Management
New York
$3.23K – – –
BCMLT
362
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.23K +$3.81K +62 New
TWA
363
TCI Wealth Advisors
Arizona
$3.18K +$1.54K +25 +69%
ST
364
Sageworth Trust
Pennsylvania
$3K – – –
STCOSD
365
Sageworth Trust Company of South Dakota
South Dakota
$3K – – –
AF
366
Advisornet Financial
Minnesota
$2.5K +$799 +13 +37%
OC
367
Oakworth Capital
Alabama
$2.29K – – –
JWA
368
JFS Wealth Advisors
Pennsylvania
$2.09K +$1.35K +22 +122%
FCG
369
Financial Connections Group
California
$2K – – –
PB
370
Pinnacle Bancorp
Nebraska
$2K – – –
GBT
371
Grove Bank & Trust
Florida
$2K +$2.76K +45 New
LFG
372
Larson Financial Group
Missouri
$1.77K +$2.09K +34 New
GWS
373
Glassman Wealth Services
Virginia
$1.72K +$2.03K +33 New
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$1.67K – – –
PFBT
375
Parkside Financial Bank & Trust
Missouri
$1.62K -$184 -3 -9%
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