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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Modern Wealth Management
Kansas
$269K +$46.4K +52 +20%
DWM
1002
Dynasty Wealth Management
Florida
$269K -$10.7K -12 -4%
GCP
1003
GSA Capital Partners
United Kingdom
$268K -$823K -923 -75%
LCGC
1004
Legacy Capital Group California
California
$268K -$23.2K -26 -8%
MAM
1005
Mullooly Asset Management
New Jersey
$268K – – –
FCP
1006
Fidelis Capital Partners
Florida
$268K +$18.7K +21 +7%
DE
1007
Diversified Enterprises
Delaware
$268K +$278K +312 New
ABC
1008
Associated Banc-Corp
Wisconsin
$268K +$6.24K +7 +2%
SWP
1009
Sagespring Wealth Partners
Tennessee
$266K -$16.1K -18 -5%
MGWM
1010
Marks Group Wealth Management
Minnesota
$266K +$8.92K +10 +3%
DW30
1011
Drucker Wealth 3.0
New Jersey
$265K -$5.35K -6 -2%
QFW
1012
QTR Family Wealth
Florida
$263K +$41K +46 +18%
AA
1013
Alta Advisers
United Kingdom
$263K +$274K +307 New
PHAM
1014
Palisades Hudson Asset Management
Florida
$262K – – –
PCM
1015
Poehling Capital Management
Wisconsin
$261K +$271K +304 New
Empower Advisory Group
1016
Empower Advisory Group
Colorado
$261K -$32.1K -36 -11%
JWCA
1017
J.W. Cole Advisors
Florida
$257K -$930K -1,042 -78%
SSCA
1018
South Shore Capital Advisors
Massachusetts
$257K -$89.2K -100 -25%
PUI
1019
Purpose Unlimited Inc
$257K +$268K +300 New
SF
1020
Symphony Financial
Texas
$257K -$27.7K -31 -9%
DIM
1021
Delta Investment Management
California
$257K +$267K +299 New
CTA
1022
Chesley Taft & Associates
Illinois
$256K -$220K -247 -45%
CI
1023
Conning Inc
Connecticut
$256K +$266K +298 New
CCG
1024
Capital CS Group
California
$255K +$265K +297 New
EP
1025
Essential Partners
California
$254K +$73.1K +82 +38%