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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1126
Basecamp Wealth Advisors
Washington
$89.2K +$4.46K +5 +5%
RAM
1127
Ramirez Asset Management
New York
$85.8K -$44.6K -50 -33%
GCM
1128
Gladstone Capital Management
United Kingdom
$85.8K – – –
HHCP
1129
Hilton Head Capital Partners
South Carolina
$85.8K +$58K +65 +186%
ACM
1130
Accent Capital Management
Ohio
$83.2K -$74K -83 -46%
BC
1131
Bayforest Capital
United Kingdom
$78.1K +$81.2K +91 New
IAIM
1132
International Assets Investment Management
Florida
$77.7K +$14.3K +16 +20%
TWD
1133
True Wealth Design
Ohio
$77.2K +$21.4K +24 +36%
PWMG
1134
Prestige Wealth Management Group
New Jersey
$76.4K +$5.35K +6 +7%
SWM
1135
SHP Wealth Management
Massachusetts
$64.2K +$20.5K +23 +44%
SIC
1136
SJS Investment Consulting
Ohio
$62.6K +$8.92K +10 +16%
OCWP
1137
Owl Creek Wealth Partners
Colorado
$61.8K +$10.7K +12 +20%
HNB
1138
Hilltop National Bank
Wyoming
$60.9K +$13.4K +15 +27%
WTA
1139
Washington Trust Advisors
Massachusetts
$60.5K +$63.3K +71 New
FP
1140
Financial Perspectives
Minnesota
$56.6K – – –
TPCW
1141
TD Private Client Wealth
New York
$56.6K +$34.8K +39 +144%
CFO
1142
CVA Family Office
Colorado
$55.8K +$49.1K +55 +550%
CFD
1143
Creative Financial Designs
Indiana
$55.8K +$53.5K +60 +1,200%
W
1144
WealthCollab
Washington
$54.1K – – –
HIA
1145
Harbor Investment Advisory
Maryland
$53.2K +$50.8K +57 +1,140%
KA
1146
Kozak & Associates
Colorado
$52.9K – – –
WAG
1147
Wiser Advisor Group
Arizona
$52.3K – – –
BAM
1148
BOCHK Asset Management
Hong Kong
$52.3K +$54.4K +61 New
AF
1149
Advisornet Financial
Minnesota
$51.5K +$25K +28 +88%
CGA
1150
Compound Global Advisors
Washington
$51.5K +$53.5K +60 New
44 45
46
47 48