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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
426
Berman Capital Advisors
Georgia
$8K
PWMG
427
Prestige Wealth Management Group
New Jersey
$7K
TPCW
428
TD Private Client Wealth
New York
$6.64K +$6.04K +70 New
FP
429
Financial Perspectives
Minnesota
$6.26K
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$6K -$389K -4,512 -99%
TFO
431
Tarbox Family Office
California
$6K -$345 -4 -6%
CFB
432
Cullen/Frost Bankers
Texas
$6K
FCM
433
Firestone Capital Management
Florida
$6K
FWM
434
Focused Wealth Management
New York
$6K
CA
435
Crewe Advisors
Utah
$6K +$3.45K +40 +211%
RWB
436
RMR Wealth Builders
New Jersey
$6K +$5.17K +60 New
TIAM2
437
Tru Independence Asset Management 2
Oregon
$6K +$5.35K +62 New
AP
438
Arlington Partners
Alabama
$6K +$5.61K +65 New
HNB
439
Huntington National Bank
Ohio
$5K -$172 -2 -4%
PI
440
PineBridge Investments
New York
$5K
ICP
441
Interchange Capital Partners
Pennsylvania
$5K +$5.09K +59 New
BFC
442
Bedel Financial Consulting
Indiana
$4K
OC
443
Oakworth Capital
Alabama
$4K
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.16K +25 +125%
IFAM
445
Institutional & Family Asset Management
Colorado
$3K -$86 -1 -3%
MFT
446
Moisand Fitzgerald Tamayo
Florida
$3K
TWA
447
TCI Wealth Advisors
Arizona
$3K
DI
448
Disciplined Investments
Oklahoma
$3K +$2.5K +29 New
CWP
449
Concord Wealth Partners
Virginia
$3K +$2.59K +30 New
NSB
450
Norway Savings Bank
Maine
$3K +$2.59K +30 New