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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
1026
Prescott Group Capital Management
Oklahoma
$248K +$258K +289 New
AWC
1027
Abundance Wealth Counselors
Pennsylvania
$247K +$257K +288 New
SAM
1028
Sagewood Asset Management
New York
$246K +$256K +287 New
TCWA
1029
Turtle Creek Wealth Advisors
Texas
$245K +$255K +286 New
RA
1030
Riversedge Advisors
Delaware
$245K +$254K +285 New
HFS
1031
Howard Financial Services
Texas
$244K +$253K +284 New
IWA
1032
Icon Wealth Advisors
Texas
$244K +$253K +284 New
HNB
1033
Huntington National Bank
Ohio
$244K +$129K +145 +104%
UB
1034
UMB Bank
Missouri
$243K -$214K -240 -46%
EPW
1035
Evolve Private Wealth
California
$243K -$89.2K -100 -26%
SW
1036
Simplicity Wealth
New Jersey
$242K +$252K +282 New
GFPC
1037
Global Financial Private Client
Florida
$241K +$251K +281 New
TC
1038
Tejara Capital
United Kingdom
$240K +$250K +280 New
SP
1039
Saranac Partners
$240K +$250K +280 New
BWP
1040
Balboa Wealth Partners
Arizona
$239K +$249K +279 New
NWM
1041
Northwest Wealth Management
Iowa
$237K +$246K +276 New
SWA
1042
Stratos Wealth Advisors
Ohio
$237K +$246K +276 New
RCA
1043
Resonant Capital Advisors
Wisconsin
$236K +$245K +275 New
SA
1044
Sovran Advisors
California
$235K +$50.8K +57 +19%
MPWT
1045
MassMutual Private Wealth & Trust
Connecticut
$235K +$33K +37 +16%
WCP
1046
Wick Capital Partners
Pennsylvania
$235K +$244K +274 New
ACG
1047
Allen Capital Group
Nebraska
$234K +$244K +273 New
IF
1048
Intrua Financial
Texas
$234K +$244K +273 New
SAM
1049
Strategy Asset Managers
California
$233K +$243K +272 New
CAM
1050
Concorde Asset Management
Michigan
$233K -$27.7K -31 -10%
40 41
42
43 44