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Lumentum
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1226
Bogart Wealth LLC
Virginia
$11.2K -$40.1K -45 -78%
CFM
1227
Cornerstone Financial Management
Massachusetts
$11.2K +$6.24K +7 +117%
BCWM
1228
Bartlett & Co Wealth Management
Ohio
$11.2K +$7.14K +8 +160%
GIA
1229
GHP Investment Advisors
Colorado
$11.2K +$7.14K +8 +160%
CPG
1230
Cornerstone Planning Group
New Jersey
$10.8K -$1.78K -2 -13%
EWM
1231
Evolution Wealth Management
Florida
$10.3K -$268K -300 -96%
HWP
1232
Highline Wealth Partners
California
$10.3K +$892 +1 +9%
RWM
1233
Rialto Wealth Management
New York
$9.44K +$2.68K +3 +38%
BCH
1234
Berkshire Capital Holdings
California
$8.58K -$28.5M -31,940 -100%
SWP
1235
Strategic Wealth Partners
Ohio
$8.58K -$61.6K -69 -87%
SEP
1236
Signature Equity Partners
Ohio
$8.58K -$26.8K -30 -75%
CB
1237
CNB Bank
Pennsylvania
$8.58K +$8.92K +10 New
EWM
1238
Evermay Wealth Management
Virginia
$8.58K +$8.92K +10 New
JGCM
1239
Joseph Group Capital Management
Ohio
$8.58K +$8.92K +10 New
MSWA
1240
Marshall & Sterling Wealth Advisors
New York
$8.58K +$8.92K +10 New
Q1WB
1241
Quest 10 Wealth Builders
Virginia
$8.58K +$8.92K +10 New
VL
1242
Vima LLC
Michigan
$8.58K +$8.92K +10 New
DPW
1243
DiNuzzo Private Wealth
Pennsylvania
$7.72K +$892 +1 +13%
HFS
1244
Hughes Financial Services
Virginia
$7.72K +$892 +1 +13%
RWM
1245
Raffa Wealth Management
District of Columbia
$7.72K +$3.57K +4 +80%
MFS
1246
Montgomery Financial Services
Maryland
$7.72K +$8.03K +9 New
BIAS
1247
Beacon Investment Advisory Services
New Jersey
$6.87K +$2.68K +3 +60%
CTC
1248
Central Trust Company
Missouri
$6.87K +$7.14K +8 New
ANBT
1249
American National Bank & Trust
Texas
$6.86K -$108K -121 -94%
NEWAS
1250
N.E.W. Advisory Services
Wisconsin
$6.86K – – –
48 49
50
51 52