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Lumentum

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard National Trust
1126
Vanguard National Trust
Pennsylvania
$109K – – –
IFWM
1127
Institute for Wealth Management
Colorado
$92.7K +$96.3K +108 New
FDW
1128
Fourth Dimension Wealth
Ohio
$91K -$157K -176 -62%
VCM
1129
Versant Capital Management
Arizona
$91K +$26.8K +30 +39%
CA
1130
Clearstead Advisors
Ohio
$90.1K -$258K -289 -73%
HPC
1131
HM Payson & Co
Maine
$90.1K +$53.5K +60 +133%
BWA
1132
Basecamp Wealth Advisors
Washington
$89.2K +$4.46K +5 +5%
RAM
1133
Ramirez Asset Management
New York
$85.8K -$44.6K -50 -33%
GCM
1134
Gladstone Capital Management
United Kingdom
$85.8K – – –
HHCP
1135
Hilton Head Capital Partners
South Carolina
$85.8K +$58K +65 +186%
ACM
1136
Accent Capital Management
Ohio
$83.2K -$74K -83 -46%
BC
1137
Bayforest Capital
United Kingdom
$78.1K +$81.2K +91 New
IAIM
1138
International Assets Investment Management
Florida
$77.7K +$14.3K +16 +20%
TWD
1139
True Wealth Design
Ohio
$77.2K +$21.4K +24 +36%
PWMG
1140
Prestige Wealth Management Group
New Jersey
$76.4K +$5.35K +6 +7%
SWM
1141
SHP Wealth Management
Massachusetts
$64.2K +$20.5K +23 +44%
SIC
1142
SJS Investment Consulting
Ohio
$62.6K +$8.92K +10 +16%
OCWP
1143
Owl Creek Wealth Partners
Colorado
$61.8K +$10.7K +12 +20%
HNB
1144
Hilltop National Bank
Wyoming
$60.9K +$13.4K +15 +27%
WTA
1145
Washington Trust Advisors
Massachusetts
$60.5K +$63.3K +71 New
FP
1146
Financial Perspectives
Minnesota
$56.6K – – –
TPCW
1147
TD Private Client Wealth
New York
$56.6K +$34.8K +39 +144%
CFO
1148
CVA Family Office
Colorado
$55.8K +$49.1K +55 +550%
CFD
1149
Creative Financial Designs
Indiana
$55.8K +$53.5K +60 +1,200%
W
1150
WealthCollab
Washington
$54.1K – – –