We are live on ! Find out more
LITE icon

Lumentum
LITE

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1001
Marshall Investment Management
Colorado
$24.6K +$19.2K +35 New
KFAS
1002
Keating Financial Advisory Services
Kansas
$24.6K +$3.3K +6 +21%
S
1003
Sachetta
Massachusetts
$24.6K +$10.4K +19 +119%
HHCP
1004
Hilton Head Capital Partners
South Carolina
$24.6K +$19.2K +35 New
BFS
1005
Bare Financial Services
Pennsylvania
$23.9K +$6.04K +11 +48%
AF
1006
Advisornet Financial
Minnesota
$22.5K +$4.94K +9 +39%
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$21.1K – – –
LB
1008
Legacy Bridge
Iowa
$21.1K +$16.5K +30 New
FHC
1009
First Horizon Corporation
Tennessee
$19K -$1.65K -3 -10%
TPCW
1010
TD Private Client Wealth
New York
$19K +$11K +20 +286%
VR
1011
Vision Retirement
New Jersey
$19K +$14.8K +27 New
EWM
1012
Evolution Wealth Management
Florida
$18.5K +$171K +312 New
NECFA
1013
New England Capital Financial Advisors
Connecticut
$17.6K – – –
WSFG
1014
Wall Street Financial Group
Illinois
$17.6K +$13.7K +25 New
BIA
1015
Bell Investment Advisors
California
$16.9K -$549 -1 -4%
FC
1016
Financial Consulate
Maryland
$16.9K +$7.69K +14 +140%
TFA
1017
Toth Financial Advisory
Virginia
$15.5K -$2.75K -5 -19%
DJSG
1018
D.J. St. Germain
Massachusetts
$15.5K – – –
AW
1019
Avion Wealth
Texas
$15K – – –
CPG
1020
Cornerstone Planning Group
New Jersey
$14.9K +$6.59K +12 +400%
SHIM
1021
Stone House Investment Management
Pennsylvania
$14.8K +$549 +1 +5%
SC
1022
SouthState Corp
Florida
$14.8K +$3.3K +6 +40%
MCM
1023
Manchester Capital Management
Vermont
$14.1K +$11K +20 New
SRCM
1024
Signature Resources Capital Management
California
$14.1K – – –
EI
1025
EFG International
$14.1K +$11K +20 New
39 40
41
42 43