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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1101
Personal CFO Solutions
New Jersey
$200K +$209K +234 New
CMA
1102
Cedar Mountain Advisors
Oregon
$196K – – –
EB
1103
Eastern Bank
Massachusetts
$189K +$196K +220 New
CLOS
1104
Compagnie Lombard Odier SCmA
Switzerland
$183K – – –
OL
1105
OneFund LLC
Florida
$179K +$12.5K +14 +7%
PFBT
1106
Parkside Financial Bank & Trust
Missouri
$176K +$115K +129 +170%
HWM
1107
HighMark Wealth Management
Minnesota
$172K – – –
MIFH
1108
Migdal Insurance & Financial Holdings
Israel
$167K -$17.7M -19,805 -99%
CM
1109
Capula Management
Cayman Islands
$164K +$170K +191 New
GKIM
1110
GW&K Investment Management
Massachusetts
$160K +$110K +123 +195%
CSPIA
1111
Cary Street Partners Investment Advisory
Virginia
$159K +$54.4K +61 +49%
CAL
1112
Capital Advisors Ltd
Ohio
$157K +$11.6K +13 +8%
NWMP
1113
Noble Wealth Management PBC
Colorado
$156K – – –
SW
1114
StrongBox Wealth
Missouri
$156K +$162K +182 New
PWPS
1115
Pinnacle Wealth Planning Services
Ohio
$150K +$69.6K +78 +80%
FCT
1116
First Community Trust
Iowa
$148K +$154K +173 New
RF
1117
Rossby Financial
Florida
$142K +$78.5K +88 +113%
TCIIS
1118
TIAA-CREF Individual & Institutional Services
New York
$139K +$145K +162 New
HIIFS
1119
Harel Insurance Investments & Financial Services
Israel
$136K +$142K +159 New
SGK
1120
Steigerwald Gordon & Koch
Virginia
$129K – – –
SMFG
1121
Sumitomo Mitsui Financial Group
Japan
$129K +$134K +150 New
TFIPS
1122
Towarzystwo Funduszy Inwestycyjnych PZU SA
$129K +$134K +150 New
CWA
1123
Carolina Wealth Advisors
South Carolina
$123K +$49.1K +55 +63%
KAS
1124
Kemnay Advisory Services
New York
$121K +$25K +28 +25%
P
1125
Palladiem
Pennsylvania
$120K +$125K +140 New
43 44
45
46 47