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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
801
Magnus Financial Group
New York
$645K +$34.8K +39 +5%
VHAM
802
Van Hulzen Asset Management
California
$644K +$669K +750 New
KIA
803
KCM Investment Advisors
California
$638K +$16.1K +18 +2%
EFMH
804
E Fund Management (HK)
Hong Kong
$631K -$267K -299 -29%
SCTC
805
Sanibel Captiva Trust Company
Florida
$627K +$652K +731 New
LFAS
806
Level Four Advisory Services
Texas
$625K -$1.07M -1,203 -62%
XF
807
XML Financial
Maryland
$616K +$74K +83 +13%
AAS
808
Ameritas Advisory Services
Nebraska
$616K +$640K +718 New
LBWM
809
Left Brain Wealth Management
Illinois
$616K +$640K +718 New
TA
810
Tactive Advisors
Florida
$616K +$640K +718 New
OC
811
Opal Capital
Florida
$610K +$634K +711 New
CG
812
Cynosure Group
Utah
$608K +$42.8K +48 +7%
FLFS
813
Family Legacy Financial Solutions
North Carolina
$607K +$744K +834 New
WA
814
Waddell & Associates
Tennessee
$602K +$102K +114 +19%
Kovitz Investment Group Partners
815
Kovitz Investment Group Partners
Illinois
$601K -$104K -117 -14%
GWM
816
Geneos Wealth Management
Colorado
$600K -$35.7K -40 -5%
EFG
817
Elevated Financial Group
Indiana
$598K +$622K +697 New
FIA
818
Foundations Investment Advisors
Arizona
$598K +$622K +697 New
KNW
819
Kesler Norman & Wride
Utah
$597K +$621K +696 New
AG
820
Ascent Group
Virginia
$597K +$621K +696 New
RWM
821
Revisor Wealth Management
Ohio
$592K +$158K +177 +35%
KWM
822
Kingsview Wealth Management
Oregon
$592K +$348K +390 +130%
PE
823
PCM Encore
Colorado
$591K +$269K +302 +78%
GVAG
824
Great Valley Advisor Group
Delaware
$590K +$613K +687 New
CAG
825
Crestwood Advisors Group
Massachusetts
$589K +$123K +138 +25%