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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
501
Walled Lake Planning & Wealth Management
Illinois
– -$113K -1,350 Closed
HA
502
Herold Advisors
New York
– -$91K -1,100 Closed
GRP
503
Global Retirement Partners
California
– -$76K -907 Closed
NIM
504
NuWave Investment Management
New Jersey
– -$61K -726 Closed
VNIM
505
Vaughan Nelson Investment Management
Texas
– -$50K -596 Closed
RE
506
RBC Europe
United Kingdom
– -$44K -483 -100%
LWM
507
Liberty Wealth Management
California
– -$17K -200 Closed
OSAM
508
O'Shaughnessy Asset Management
Connecticut
– -$17K -200 Closed
FCM
509
Firestone Capital Management
Florida
– -$5K -60 Closed
AWA
510
Arkadios Wealth Advisors
Georgia
– -$4K -48 Closed
VCM
511
Vigilant Capital Management
Maine
– -$4K -46 Closed
KIG
512
Kowal Investment Group
Wisconsin
– -$2K -25 Closed
MAM
513
Meeder Asset Management
Ohio
– -$2K -18 Closed
PA
514
PSI Advisors
Florida
– -$1K -13 Closed
HR
515
Howe & Rusling
New York
– -$91 -1 -33%
CFA
516
Carroll Financial Associates
North Carolina
– +$91 +1 +50%
DFCM
517
Dark Forest Capital Management
Puerto Rico
– +$91 +1 New
S
518
Surevest
California
– +$91 +1 New
CAL
519
Capital Advisors Ltd
Ohio
– +$273 +3 New
EWM
520
Elmwood Wealth Management
California
– +$364 +4 New
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