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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
451
Ropes Wealth Advisors
Massachusetts
$3K +$2.59K +30 New
TCWA
452
Ten Capital Wealth Advisors
Washington
$3K +$2.59K +30 New
MAM
453
Meeder Asset Management
Ohio
$2K -$61K -707 -98%
ADL
454
Asset Dedication LLC
California
$2K – – –
HGWM
455
Harvest Group Wealth Management
Massachusetts
$2K – – –
HCP
456
Hexagon Capital Partners
Arkansas
$2K – – –
JFA
457
JNBA Financial Advisors
Minnesota
$2K – – –
MLFP
458
MPS Loria Financial Planners
Illinois
$2K – – –
PFO
459
Pathstone Family Office
New Jersey
$2K – – –
PGAM
460
Princeton Global Asset Management
New Jersey
$2K – – –
VCM
461
Versant Capital Management
Arizona
$2K – – –
EI
462
Ellevest Inc
New York
$2K +$1.21K +14 +140%
Jones Financial Companies
463
Jones Financial Companies
Missouri
$2K +$1.55K +18 New
SIAG
464
Safeguard Investment Advisory Group
California
$2K +$2.16K +25 New
SWA
465
Sutton Wealth Advisors
Florida
$1.99K – – –
AF
466
Advisornet Financial
Minnesota
$1K -$2.07K -24 -67%
IRC
467
Investors Research Corp
Georgia
$1K – – –
ONST
468
Old North State Trust
North Carolina
$1K – – –
PCG
469
Private Capital Group
Connecticut
$1K – – –
BSSFA
470
Baron Silver Stevens Financial Advisors
Florida
$1K +$949 +11 New
RWM
471
Raffa Wealth Management
District of Columbia
$569 – – –
WIM
472
Westside Investment Management
California
$1 – – –
SHCM
473
Shelter Haven Capital Management
New Jersey
– -$28.4M -378,111 Closed
SPPAM
474
Summit Partners Public Asset Management
Massachusetts
– -$22.3M -297,328 Closed
NSGL
475
No Street GP LP
California
– -$11.3M -150,000 Closed