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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
701
Advisors Preferred
Maryland
$1.06M -$25.9K -29 -2%
PF
702
Phoenix Financial
Israel
$1.06M +$1.1M +1,235 New
SSW
703
Smith Shellnut Wilson
Mississippi
$1.06M – – –
CI
704
Corient IA
Florida
$1.05M – – –
OIAM
705
OFI Invest Asset Management
France
$1.05M +$1.09M +1,218 New
SGAM
706
Smith Group Asset Management
Texas
$1.04M +$105K +118 +11%
CF
707
Centaurus Financial
California
$1.04M +$1.08M +1,213 New
ARAM
708
Ardmore Road Asset Management
New York
$1.03M -$62.3M -69,800 -98%
AFM
709
Anson Funds Management
Texas
$1.03M +$1.07M +1,200 New
ORG
710
Optimist Retirement Group
Washington
$1.01M +$29.4K +33 +3%
ACA
711
Aptus Capital Advisors
Alabama
$1.01M +$731K +820 +231%
PWM
712
Perigon Wealth Management
California
$1.01M +$352K +395 +51%
IAA
713
Independent Advisor Alliance
North Carolina
$1M +$312K +350 +43%
QT
714
Quantbot Technologies
New York
$1M +$1.04M +1,166 New
BGDI
715
BW Gestao de Investimentos
Brazil
$999K -$11.5M -12,852 -92%
WA
716
Waverly Advisors
Alabama
$996K +$376K +421 +57%
PA
717
Parallel Advisors
California
$994K +$533K +598 +107%
CW
718
CreativeOne Wealth
Kansas
$993K +$471K +528 +84%
JCFM
719
JBR Co Financial Management
Oklahoma
$972K +$209K +234 +26%
MWM
720
Mindset Wealth Management
Indiana
$969K -$247K -277 -20%
NFG
721
Nations Financial Group
Iowa
$966K +$1M +1,126 New
YMRC
722
Yorktown Management & Research Company
Virginia
$965K – – –
PIM
723
Plato Investment Management
Australia
$954K -$688K -771 -41%
HH
724
Hilltop Holdings
Texas
$950K -$274K -307 -22%
BCM
725
Beck Capital Management
Texas
$949K +$71.4K +80 +8%
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