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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1001
Fortitude Family Office
Arizona
$26K +$10.4K +19 +106%
MIM
1002
Marshall Investment Management
Colorado
$24.6K +$19.2K +35 New
KFAS
1003
Keating Financial Advisory Services
Kansas
$24.6K +$3.3K +6 +21%
S
1004
Sachetta
Massachusetts
$24.6K +$10.4K +19 +119%
HHCP
1005
Hilton Head Capital Partners
South Carolina
$24.6K +$19.2K +35 New
BFS
1006
Bare Financial Services
Pennsylvania
$23.9K +$6.04K +11 +48%
AF
1007
Advisornet Financial
Minnesota
$22.5K +$4.94K +9 +39%
MFT
1008
Moisand Fitzgerald Tamayo
Florida
$21.1K – – –
LB
1009
Legacy Bridge
Iowa
$21.1K +$16.5K +30 New
FHC
1010
First Horizon Corporation
Tennessee
$19K -$1.65K -3 -10%
TPCW
1011
TD Private Client Wealth
New York
$19K +$11K +20 +286%
VR
1012
Vision Retirement
New Jersey
$19K +$14.8K +27 New
EWM
1013
Evolution Wealth Management
Florida
$18.5K +$171K +312 New
NECFA
1014
New England Capital Financial Advisors
Connecticut
$17.6K – – –
WSFG
1015
Wall Street Financial Group
Illinois
$17.6K +$13.7K +25 New
BIA
1016
Bell Investment Advisors
California
$16.9K -$549 -1 -4%
FC
1017
Financial Consulate
Maryland
$16.9K +$7.69K +14 +140%
TFA
1018
Toth Financial Advisory
Virginia
$15.5K -$2.75K -5 -19%
DJSG
1019
D.J. St. Germain
Massachusetts
$15.5K – – –
AW
1020
Avion Wealth
Texas
$15K – – –
CPG
1021
Cornerstone Planning Group
New Jersey
$14.9K +$6.59K +12 +400%
SHIM
1022
Stone House Investment Management
Pennsylvania
$14.8K +$549 +1 +5%
SC
1023
SouthState Corp
Florida
$14.8K +$3.3K +6 +40%
MCM
1024
Manchester Capital Management
Vermont
$14.1K +$11K +20 New
SRCM
1025
Signature Resources Capital Management
California
$14.1K – – –
39 40
41
42 43