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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
826
Jackson Thornton Wealth Management
Alabama
$301K +$185K +336 New
WIM
827
Westside Investment Management
California
$301K -$82.4K -150 -26%
EWS
828
Eagle Wealth Strategies
New Jersey
$301K +$235K +428 New
TPI
829
Trust Point Inc
Wisconsin
$295K +$231K +420 New
CWM
830
Cordatus Wealth Management
Pennsylvania
$294K +$230K +419 New
WA
831
Win Advisors
Florida
$294K +$230K +418 New
DWT
832
Dorsey & Whitney Trust
South Dakota
$294K -$103K -188 -31%
EWA
833
EverSource Wealth Advisors
Alabama
$292K +$166K +303 +271%
KA
834
Kovack Advisors
Florida
$288K +$171K +311 New
FF
835
Farrell Financial
New York
$285K +$223K +406 New
DWP
836
Daymark Wealth Partners
Ohio
$285K +$222K +405 New
DWM
837
Drive Wealth Management
Utah
$284K +$222K +404 New
PCA
838
Pallas Capital Advisors
Massachusetts
$283K +$221K +403 New
C
839
Certuity
Florida
$283K +$221K +402 New
GCIA
840
Gabelli & Co Investment Advisers
New York
$281K +$220K +400 New
ISWM
841
Independent Solutions Wealth Management
New York
$281K +$220K +400 New
SSCA
842
South Shore Capital Advisors
Massachusetts
$281K +$220K +400 New
VWM
843
Vigilare Wealth Management
Arizona
$280K +$219K +399 New
PP
844
PDS Planning
Ohio
$278K +$217K +395 New
TCPG
845
Trivant Custom Portfolio Group
California
$278K +$217K +395 New
CA
846
Clearstead Advisors
Ohio
$277K +$71.4K +130 +49%
SA
847
Sovran Advisors
California
$274K +$167K +304 New
PE
848
PCM Encore
Colorado
$272K -$136K -247 -39%
EWM
849
Empirical Wealth Management
Washington
$271K +$212K +385 New
EPW
850
Evolve Private Wealth
California
$269K +$210K +383 New
32 33
34
35 36