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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1201
Bayban
Minnesota
$15.4K – – –
SWA
1202
SOA Wealth Advisors
New York
$15.4K +$16.1K +18 New
C
1203
Covestor
United Kingdom
$15K -$171K -192 -92%
CH
1204
Cromwell Holdings
Wyoming
$14.6K +$4.46K +5 +42%
CIA
1205
Cape Investment Advisory
Georgia
$14.6K +$15.2K +17 New
EC
1206
Elequin Capital
New York
$14.6K +$15.2K +17 New
HNW
1207
High Note Wealth
Minnesota
$13.7K -$1.78K -2 -11%
PGAM
1208
Princeton Global Asset Management
New Jersey
$13.7K – – –
QWM
1209
Quaker Wealth Management
New Jersey
$13.7K – – –
APW
1210
Aventura Private Wealth
Florida
$13.7K +$14.3K +16 New
CCA
1211
Catalyst Capital Advisors
New York
$13.7K +$14.3K +16 New
WFG
1212
Wormser Freres Gestion
France
$13.7K +$14.3K +16 New
TWM
1213
Tripletail Wealth Management
Florida
$13.1K +$16.1K +18 New
SIC
1214
Salem Investment Counselors
North Carolina
$12.9K – – –
FCAS
1215
First Command Advisory Services
Texas
$12.9K +$13.4K +15 New
GG
1216
Gleason Group
Kentucky
$12.9K +$13.4K +15 New
MWM
1217
Mosley Wealth Management
California
$12.9K +$13.4K +15 New
HIW
1218
Holos Integrated Wealth
Pennsylvania
$12.6K +$16.1K +18 New
MAM
1219
Marquette Asset Management
Minnesota
$12K – – –
BWL
1220
Bogart Wealth LLC
Virginia
$11.2K -$40.1K -45 -78%
CFM
1221
Cornerstone Financial Management
Massachusetts
$11.2K +$6.24K +7 +117%
BCWM
1222
Bartlett & Co Wealth Management
Ohio
$11.2K +$7.14K +8 +160%
GIA
1223
GHP Investment Advisors
Colorado
$11.2K +$7.14K +8 +160%
CPG
1224
Cornerstone Planning Group
New Jersey
$10.8K -$1.78K -2 -13%
EWM
1225
Evolution Wealth Management
Florida
$10.3K -$268K -300 -96%
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