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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Prelude Capital Management
New York
$33K +$34.1K +3,850 New
CHP
327
Cable Hill Partners
Oregon
$31K – – –
GWM
328
Gupta Wealth Management
California
$31K – – –
SIG
329
Stanford Investment Group
California
$31K +$23.9K +2,700 +270%
IWMPD
330
Integrated Wealth Management (Palm Desert)
California
$26K – – –
MFS
331
MSI Financial Services
Massachusetts
$25K +$5.84K +660 +29%
MCM
332
Mazama Capital Management
Oregon
$22K +$2.26K +255 +11%
QCG
333
Quadrant Capital Group
Ohio
$18K – – –
VFA
334
Virtus Fund Advisers
Connecticut
$17K – – –
SSG
335
Summit Securities Group
New York
$17K +$17.7K +2,000 New
Bessemer Group
336
Bessemer Group
New Jersey
$16K -$177 -20 -1%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$16K +$17.1K +1,935 New
CFA
338
CT Financial Advisors
Pennsylvania
$8.5K +$8.85K +1,000 New
LWA
339
Lenox Wealth Advisors
New York
$8K +$8.85K +1,000 New
AIM
340
Advantage Investment Management
Iowa
$6K – – –
FAM
341
Fortaleza Asset Management
Illinois
$6K – – –
GAM
342
Gemmer Asset Management
California
$6K +$1.73K +195 +35%
RWM
343
Raffa Wealth Management
District of Columbia
$5.1K +$44 +5 +0.8%
WEC
344
Winslow Evans & Crocker
Massachusetts
$4.67K +$4.87K +550 New
IMS
345
Index Management Solutions
Pennsylvania
$4K -$50.3K -5,685 -92%
ASN
346
Advisory Services Network
Georgia
$4K -$1.55K -175 -28%
WCBA
347
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
FPFS
348
First Personal Financial Services
North Carolina
$3K – – –
SA
349
SRH Advisors
Kansas
$3K – – –
KT
350
Kanaly Trust
Texas
$2K -$531 -60 -22%