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Lumen Technologies, Inc. Common Stock
LUMN

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
626
Tortoise Investment Management
New York
$4K – – –
SWA
627
Sutton Wealth Advisors
Florida
$3.52K +$3.08K +110 New
ARMC
628
American Research & Management Company
Massachusetts
$3K – – –
HPBT
629
High Point Bank & Trust
North Carolina
$3K – – –
IFA
630
Interactive Financial Advisors
Illinois
$3K – – –
LNB
631
Ledyard National Bank
$3K – – –
UMA
632
USA Mutuals Advisors
Texas
$3K – – –
WTC
633
WhitTier Trust Company
Nevada
$3K – – –
FPFS
634
First Personal Financial Services
North Carolina
$3K +$2.63K +94 New
HR
635
Howe & Rusling
New York
$2K – – –
MCM
636
MV Capital Management
Maryland
$2K – – –
DLHL
637
Donald L. Hagan LLC
Florida
$2K +$1.4K +50 New
MA
638
MCF Advisors
Kentucky
$2K +$2.13K +76 New
HFM
639
Hartford Financial Management
Connecticut
$2K +$2.41K +86 New
RWM
640
Raffa Wealth Management
District of Columbia
$1.6K – – –
WAS
641
WESPAC Advisors SoCal
California
$1.09K – – –
PCP
642
Proficio Capital Partners
Massachusetts
$1K -$3.81K -136 -79%
CAL
643
Capital Advisors Ltd
Ohio
$1K – – –
MFT
644
Moisand Fitzgerald Tamayo
Florida
$1K – – –
PCTC
645
Perkins Coie Trust Company
Washington
$1K – – –
TCM
646
TD Capital Management
Tennessee
$1K – – –
CPIG
647
Chicago Partners Investment Group
Illinois
$1K +$645 +23 New
AIM
648
Advantage Investment Management
Iowa
$1K +$1.23K +44 New
SLF
649
Sun Life Financial
Ontario, Canada
$385 -$123K -4,382 -27%
PAM
650
PineView Asset Management
Connecticut
– -$17.5M -695,298 Closed
24 25
26
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