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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Arkadios Wealth Advisors
Georgia
$376K +$391K +438 New
PS
927
Principal Securities
Iowa
$372K +$387K +434 New
FAL
928
Focused Alpha LLC
Colorado
$372K +$386K +433 New
ICP
929
Interchange Capital Partners
Pennsylvania
$372K +$386K +433 New
SAG
930
SageView Advisory Group
California
$371K -$976K -1,094 -72%
WIM
931
Westside Investment Management
California
$367K – – –
CWM
932
Cordatus Wealth Management
Pennsylvania
$365K +$5.35K +6 +1%
VSQM
933
V-Square Quantitative Management
Illinois
$364K -$50K -56 -12%
LFA
934
Legacy Financial Advisors
Kentucky
$364K +$75.8K +85 +25%
FMI
935
Frec Markets Inc
California
$362K +$43.7K +49 +13%
GM
936
GeoWealth Management
Illinois
$362K +$375K +420 New
TCPG
937
Trivant Custom Portfolio Group
California
$359K +$20.5K +23 +6%
MF
938
Magnetar Financial
Illinois
$354K +$368K +412 New
SWM
939
StoneCrest Wealth Management
Arizona
$350K -$37.5K -42 -9%
CC
940
Chicago Capital
Illinois
$348K +$361K +405 New
SAM
941
Silphium Asset Management
United Kingdom
$348K +$361K +405 New
CM
942
CastleKnight Management
New York
$343K -$714K -800 -67%
GCIA
943
Gabelli & Co Investment Advisers
New York
$343K – – –
ISWM
944
Independent Solutions Wealth Management
New York
$343K – – –
LAM
945
L2 Asset Management
Massachusetts
$343K +$23.2K +26 +7%
TC
946
Truvestments Capital
Florida
$343K +$67.8K +76 +23%
PGF
947
Plan Group Financial
Oklahoma
$343K +$89.2K +100 +33%
APA
948
Astoria Portfolio Advisors
New York
$343K +$357K +400 New
LAI
949
Legal Advantage Investments
California
$343K +$357K +400 New
TSW
950
Thompson Siegel & Walmsley
Virginia
$343K +$357K +400 New
36 37
38
39 40