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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1176
Marshall Investment Management
Colorado
$30K – – –
MFT
1177
Moisand Fitzgerald Tamayo
Florida
$29.2K +$3.57K +4 +13%
MG
1178
Mather Group
Illinois
$29.2K +$28.5K +32 +1,600%
LF
1179
LifeSteps Financial
California
$29.2K +$30.3K +34 New
LAS
1180
Lloyd Advisory Services
Georgia
$28.3K -$278K -312 -90%
SGFG
1181
Silver Grove Financial Group
New York
$26.6K +$27.7K +31 New
LB
1182
Legacy Bridge
Iowa
$25.7K – – –
TSMHT
1183
Thurston Springer Miller Herd & Titak
Indiana
$23.2K -$99.9K -112 -81%
AW
1184
Avion Wealth
Texas
$22K +$3.57K +4 +18%
NECFA
1185
New England Capital Financial Advisors
Connecticut
$21.5K – – –
PWA
1186
Physician Wealth Advisors
Utah
$21.5K +$5.35K +6 +32%
CFM
1187
Compass Financial Management
Florida
$21.4K +$22.3K +25 New
BIA
1188
Bell Investment Advisors
California
$20.6K – – –
FC
1189
Financial Consulate
Maryland
$20.6K – – –
AEPWM
1190
Atlantic Edge Private Wealth Management
Florida
$20.6K +$21.4K +24 New
BHWM
1191
Beaird Harris Wealth Management
Texas
$20.6K +$21.4K +24 New
MCM
1192
Manchester Capital Management
Vermont
$18.9K +$1.78K +2 +10%
AWM
1193
Activest Wealth Management
Florida
$18.9K -$16.9K -19 -46%
DJSG
1194
D.J. St. Germain
Massachusetts
$18.9K – – –
SC
1195
SouthState Corp
Florida
$18K – – –
SHIM
1196
Stone House Investment Management
Pennsylvania
$18K – – –
EI
1197
EFG International
$18K +$892 +1 +5%
SRCM
1198
Signature Resources Capital Management
California
$17.2K – – –
NB
1199
NBH Bank
Colorado
$17.2K +$17.8K +20 New
WB
1200
Webster Bank
Connecticut
$17.2K +$17.8K +20 New
46 47
48
49 50