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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1026
Physician Wealth Advisors
Utah
$13.4K +$3.85K +7 +58%
B
1027
Bayban
Minnesota
$12.7K – – –
HNW
1028
High Note Wealth
Minnesota
$12.7K – – –
TFA
1029
Transamerica Financial Advisors
Florida
$11.9K +$9.34K +17 New
QWM
1030
Quaker Wealth Management
New Jersey
$11.2K +$8.79K +16 New
PGAM
1031
Princeton Global Asset Management
New Jersey
$11.2K – – –
SIC
1032
Salem Investment Counselors
North Carolina
$10.5K +$8.24K +15 New
MAM
1033
Marquette Asset Management
Minnesota
$9.84K +$1.65K +3 +27%
MCM
1034
MV Capital Management
Maryland
$9.14K +$6.59K +12 +1,200%
NB
1035
NBT Bank
New York
$9.14K +$7.14K +13 New
CH
1036
Cromwell Holdings
Wyoming
$8.43K – – –
SSG
1037
Summit Securities Group
New York
$8.43K +$6.59K +12 New
HWP
1038
Highline Wealth Partners
California
$7.73K -$1.1K -2 -15%
CFO
1039
CVA Family Office
Colorado
$7.03K +$5.49K +10 New
MLA
1040
MB, Levis & Associates
Pennsylvania
$7.03K +$5.49K +10 New
JWM
1041
JPL Wealth Management
Colorado
$5.62K +$4.39K +8 New
DPW
1042
DiNuzzo Private Wealth
Pennsylvania
$5.62K – – –
RWM
1043
Rialto Wealth Management
New York
$5.62K +$549 +1 +14%
HFS
1044
Hughes Financial Services
Virginia
$5.62K -$549 -1 -11%
NEWAS
1045
N.E.W. Advisory Services
Wisconsin
$5.62K +$4.39K +8 New
AWM
1046
Abound Wealth Management
Tennessee
$4.92K +$3.85K +7 New
WA
1047
WPG Advisers
Maryland
$4.92K -$6.59K -12 -63%
CTB
1048
Country Trust Bank
Illinois
$4.92K – – –
OCM
1049
Osbon Capital Management
Massachusetts
$4.92K +$3.85K +7 New
BCWM
1050
Bartlett & Co Wealth Management
Ohio
$4.88K +$2.75K +5 New
40 41
42
43 44