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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
801
Sanibel Captiva Trust Company
Florida
$627K +$652K +731 New
LFAS
802
Level Four Advisory Services
Texas
$625K -$1.07M -1,203 -62%
XF
803
XML Financial
Maryland
$616K +$74K +83 +13%
AAS
804
Ameritas Advisory Services
Nebraska
$616K +$640K +718 New
LBWM
805
Left Brain Wealth Management
Illinois
$616K +$640K +718 New
TA
806
Tactive Advisors
Florida
$616K +$640K +718 New
OC
807
Opal Capital
Florida
$610K +$634K +711 New
CG
808
Cynosure Group
Utah
$608K +$42.8K +48 +7%
FLFS
809
Family Legacy Financial Solutions
North Carolina
$607K +$744K +834 New
WA
810
Waddell & Associates
Tennessee
$602K +$102K +114 +19%
Kovitz Investment Group Partners
811
Kovitz Investment Group Partners
Illinois
$601K -$104K -117 -14%
GWM
812
Geneos Wealth Management
Colorado
$600K -$35.7K -40 -5%
EFG
813
Elevated Financial Group
Indiana
$598K +$622K +697 New
FIA
814
Foundations Investment Advisors
Arizona
$598K +$622K +697 New
KNW
815
Kesler Norman & Wride
Utah
$597K +$621K +696 New
AG
816
Ascent Group
Virginia
$597K +$621K +696 New
RWM
817
Revisor Wealth Management
Ohio
$592K +$158K +177 +35%
KWM
818
Kingsview Wealth Management
Oregon
$592K +$348K +390 +130%
PE
819
PCM Encore
Colorado
$591K +$269K +302 +78%
GVAG
820
Great Valley Advisor Group
Delaware
$590K +$613K +687 New
CAG
821
Crestwood Advisors Group
Massachusetts
$589K +$123K +138 +25%
FRM
822
Fox Run Management
Connecticut
$583K +$607K +680 New
VanEck Associates
823
VanEck Associates
New York
$582K +$499K +559 +470%
RFP
824
Root Financial Partners
California
$578K +$405K +454 +206%
AHL
825
Abel Hall LLC
Louisiana
$577K -$18.7K -21 -3%