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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1151
Mowery & Schoenfeld Wealth Management
Illinois
$51.5K +$53.5K +60 New
GBT
1152
Grove Bank & Trust
Florida
$48.1K +$9.81K +11 +24%
BBPWM
1153
Blue Bell Private Wealth Management
Pennsylvania
$47.2K +$8.03K +9 +20%
VR
1154
Vision Retirement
New Jersey
$46.3K +$24.1K +27 +100%
DWM
1155
Dogwood Wealth Management
Kansas
$45.5K +$4.46K +5 +10%
GWP
1156
Gen-Wealth Partners
Michigan
$45.5K +$47.3K +53 New
CAM
1157
Close Asset Management
United Kingdom
$45K +$47.3K +53 New
WA
1158
WPG Advisers
Maryland
$43.8K +$39.3K +44 +629%
CA
1159
Crewe Advisors
Utah
$42.9K +$5.35K +6 +14%
TFA
1160
Toth Financial Advisory
Virginia
$42.9K +$25K +28 +127%
CC
1161
Corsicana & Co
Texas
$42.9K +$44.6K +50 New
UOTTAIMCU
1162
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42K +$43.7K +49 New
APFP
1163
Action Point Financial Planning
Michigan
$42K +$44.6K +50 New
KFAS
1164
Keating Financial Advisory Services
Kansas
$41.2K +$11.6K +13 +37%
FHC
1165
First Horizon Corporation
Tennessee
$41.2K +$18.7K +21 +78%
MAM
1166
Meeder Asset Management
Ohio
$40.3K -$38.4K -43 -48%
FMII
1167
Farmers & Merchants Investments Inc
Nebraska
$38.6K -$4.46K -5 -10%
GSEP
1168
Golden State Equity Partners
California
$38.6K -$666K -747 -94%
SL
1169
Salomon & Ludwin
Virginia
$37.7K – – –
CCM
1170
Chilton Capital Management
Texas
$36.9K – – –
1M
1171
1248 Management
Missouri
$36K +$37.5K +42 New
FFO
1172
Fortitude Family Office
Arizona
$35.2K +$3.57K +4 +11%
PB
1173
Pinnacle Bancorp
Nebraska
$34.3K +$35.7K +40 New
JWA
1174
JFS Wealth Advisors
Pennsylvania
$32.6K +$892 +1 +3%
BFS
1175
Bare Financial Services
Pennsylvania
$31.7K +$2.68K +3 +9%
45 46
47
48 49