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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
501
Oliver Luxxe Assets
New Jersey
$480K -$4.6M -17,913 -93%
MWM
502
Mission Wealth Management
California
$477K +$333K +1,295 New
MVF
503
Markin Volterra Fund
New York
$477K +$333K +1,295 New
MFG
504
Merit Financial Group
Georgia
$467K +$325K +1,266 New
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$464K -$1.69M -6,582 -84%
OC
506
Oppenheimer & Co
New York
$462K -$490K -1,909 -60%
CIA
507
Concurrent Investment Advisors
Florida
$462K +$322K +1,254 New
PI
508
PFG Investments
New York
$457K -$4.11K -16 -1%
LCGC
509
Legacy Capital Group California
California
$456K -$424K -1,650 -57%
SSW
510
Smith Shellnut Wilson
Mississippi
$453K
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$452K -$111K -433 -26%
WPC
512
Wedmont Private Capital
Pennsylvania
$452K +$295K +1,150 New
HWM
513
HB Wealth Management
Georgia
$447K +$312K +1,214 New
ACI
514
Alpha Cubed Investments
California
$447K +$311K +1,212 New
FFA
515
Farther Finance Advisors
California
$444K +$131K +510 +73%
WFA
516
WMG Financial Advisors
Tennessee
$443K +$309K +1,203 New
SW
517
SMART Wealth
Nebraska
$443K +$309K +1,202 New
Rafferty Asset Management
518
Rafferty Asset Management
New York
$439K +$306K +1,191 New
CA
519
Capital Advantage
California
$432K -$544K -2,118 -64%
BP
520
Ballentine Partners
Massachusetts
$430K +$300K +1,167 New
YCG
521
Yeomans Consulting Group
Georgia
$429K -$224K -874 -43%
EC
522
EntryPoint Capital
New York
$423K -$130K -505 -31%
DC
523
Davenport & Co
Virginia
$420K +$293K +1,140 New
SFS
524
Sowell Financial Services
Arkansas
$418K +$291K +1,135 New
ORG
525
Optimist Retirement Group
Washington
$415K +$289K +1,126 New