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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
451
Main Street Financial Solutions
Pennsylvania
$684K +$55.3K +1,690 +10%
PP
452
Paloma Partners
Connecticut
$683K +$606K +18,510 New
SW
453
SVB Wealth
Massachusetts
$678K +$2.13K +65 +0.4%
MAM
454
Morse Asset Management
Connecticut
$661K +$586K +17,910 New
GWM
455
Geneos Wealth Management
Colorado
$652K -$9.81K -300 -2%
P
456
Pitcairn
Pennsylvania
$646K +$176K +5,375 +44%
LS
457
Livforsakringsbolaget Skandia
Sweden
$645K – – –
WIS
458
Wright Investors Service
Connecticut
$641K -$104K -3,190 -16%
SWM
459
Spire Wealth Management
Virginia
$599K +$523K +16,000 New
V
460
Veritable
Delaware
$593K +$2.13K +65 +0.4%
IC
461
Inscription Capital
Texas
$589K – – –
ACM
462
AlphaCrest Capital Management
New York
$578K -$366K -11,175 -42%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$564K – – –
DIM
464
Delta Investment Management
California
$556K -$2.94K -90 -0.6%
CAL
465
Capital Analysts LLC
Pennsylvania
$556K +$494K +15,085 New
HIM
466
Hillsdale Investment Management
Ontario, Canada
$544K -$50.7K -1,550 -10%
WAM
467
World Asset Management
Michigan
$536K -$36.3K -1,110 -8%
PAG
468
Private Advisor Group
New Jersey
$532K -$735K -22,470 -61%
CA
469
Cetera Advisors
Colorado
$525K +$115K +3,500 +33%
GIM
470
Groesbeck Investment Management
New Jersey
$523K +$202K +6,175 +77%
Vanguard Personalized Indexing Management
471
Vanguard Personalized Indexing Management
California
$499K +$211K +6,435 +91%
APA
472
American Portfolios Advisors
New York
$496K -$10.8K -330 -2%
GLA
473
Great Lakes Advisors
Illinois
$493K -$29K -885 -6%
CG
474
Caprock Group
Idaho
$492K +$6.22K +190 +1%
FA
475
FDx Advisors
Illinois
$492K +$11.9K +365 +3%