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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1151
Harbor Investment Advisory
Maryland
$53.2K +$50.8K +57 +1,140%
KA
1152
Kozak & Associates
Colorado
$52.9K – – –
WAG
1153
Wiser Advisor Group
Arizona
$52.3K – – –
BAM
1154
BOCHK Asset Management
Hong Kong
$52.3K +$54.4K +61 New
AF
1155
Advisornet Financial
Minnesota
$51.5K +$25K +28 +88%
CGA
1156
Compound Global Advisors
Washington
$51.5K +$53.5K +60 New
MSWM
1157
Mowery & Schoenfeld Wealth Management
Illinois
$51.5K +$53.5K +60 New
GBT
1158
Grove Bank & Trust
Florida
$48.1K +$9.81K +11 +24%
BBPWM
1159
Blue Bell Private Wealth Management
Pennsylvania
$47.2K +$8.03K +9 +20%
VR
1160
Vision Retirement
New Jersey
$46.3K +$24.1K +27 +100%
DWM
1161
Dogwood Wealth Management
Kansas
$45.5K +$4.46K +5 +10%
GWP
1162
Gen-Wealth Partners
Michigan
$45.5K +$47.3K +53 New
CAM
1163
Close Asset Management
United Kingdom
$45K +$47.3K +53 New
WA
1164
WPG Advisers
Maryland
$43.8K +$39.3K +44 +629%
CA
1165
Crewe Advisors
Utah
$42.9K +$5.35K +6 +14%
TFA
1166
Toth Financial Advisory
Virginia
$42.9K +$25K +28 +127%
CC
1167
Corsicana & Co
Texas
$42.9K +$44.6K +50 New
UOTTAIMCU
1168
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42K +$43.7K +49 New
APFP
1169
Action Point Financial Planning
Michigan
$42K +$44.6K +50 New
KFAS
1170
Keating Financial Advisory Services
Kansas
$41.2K +$11.6K +13 +37%
FHC
1171
First Horizon Corporation
Tennessee
$41.2K +$18.7K +21 +78%
MAM
1172
Meeder Asset Management
Ohio
$40.3K -$38.4K -43 -48%
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$38.6K -$4.46K -5 -10%
GSEP
1174
Golden State Equity Partners
California
$38.6K -$666K -747 -94%
SL
1175
Salomon & Ludwin
Virginia
$37.7K – – –
45 46
47
48 49