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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1101
HighMark Wealth Management
Minnesota
$172K
MIFH
1102
Migdal Insurance & Financial Holdings
Israel
$167K -$17.7M -19,805 -99%
CM
1103
Capula Management
Cayman Islands
$164K +$170K +191 New
GKIM
1104
GW&K Investment Management
Massachusetts
$160K +$110K +123 +195%
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$159K +$54.4K +61 +49%
CAL
1106
Capital Advisors Ltd
Ohio
$157K +$11.6K +13 +8%
NWMP
1107
Noble Wealth Management PBC
Colorado
$156K
SW
1108
StrongBox Wealth
Missouri
$156K +$162K +182 New
PWPS
1109
Pinnacle Wealth Planning Services
Ohio
$150K +$69.6K +78 +80%
FCT
1110
First Community Trust
Iowa
$148K +$154K +173 New
RF
1111
Rossby Financial
Florida
$142K +$78.5K +88 +113%
TCIIS
1112
TIAA-CREF Individual & Institutional Services
New York
$139K +$145K +162 New
HIIFS
1113
Harel Insurance Investments & Financial Services
Israel
$136K +$142K +159 New
SGK
1114
Steigerwald Gordon & Koch
Virginia
$129K
SMFG
1115
Sumitomo Mitsui Financial Group
Japan
$129K +$134K +150 New
TFIPS
1116
Towarzystwo Funduszy Inwestycyjnych PZU SA
$129K +$134K +150 New
CWA
1117
Carolina Wealth Advisors
South Carolina
$123K +$49.1K +55 +63%
KAS
1118
Kemnay Advisory Services
New York
$121K +$25K +28 +25%
P
1119
Palladiem
Pennsylvania
$120K +$125K +140 New
Vanguard National Trust
1120
Vanguard National Trust
Pennsylvania
$109K
IFWM
1121
Institute for Wealth Management
Colorado
$92.7K +$96.3K +108 New
FDW
1122
Fourth Dimension Wealth
Ohio
$91K -$157K -176 -62%
VCM
1123
Versant Capital Management
Arizona
$91K +$26.8K +30 +39%
CA
1124
Clearstead Advisors
Ohio
$90.1K -$258K -289 -73%
HPC
1125
HM Payson & Co
Maine
$90.1K +$53.5K +60 +133%