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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
GLI
476
Guardian Life Insurance
New York
$29K +$31K +2,035 New
PMFA
477
Plante Moran Financial Advisors
Michigan
$28K – – –
SLF
478
Sun Life Financial
Ontario, Canada
$28K +$30K +1,970 New
CI
479
CX Institutional
Indiana
$26K +$1.52K +100 +6%
CBOA
480
Commonwealth Bank of Australia
Australia
$26K +$6.32K +415 +28%
Fifth Third Bancorp
481
Fifth Third Bancorp
Ohio
$25K +$17.9K +1,175 +196%
TFO
482
Tarbox Family Office
California
$25K +$27K +1,775 New
IP
483
Intellectus Partners
California
$24K – – –
KA
484
Kaizen Advisory
Illinois
$24K +$25.8K +1,695 New
KCM
485
Karp Capital Management
California
$23K +$24.8K +1,625 New
IF
486
Ironwood Financial
Arizona
$22K +$24.1K +1,585 New
CIA
487
CSat Investment Advisory
Michigan
$22K +$24.3K +1,595 New
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$21.1K – – –
BFEC
489
Benjamin F. Edwards & Company
Missouri
$21K – – –
SWA
490
Sutton Wealth Advisors
Florida
$18.9K – – –
CTC
491
Central Trust Company
Missouri
$16K – – –
FPS
492
Fieldpoint Private Securities
Connecticut
$16K – – –
RFC
493
Regions Financial Corp
Alabama
$16K – – –
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$16K +$609 +40 +4%
PCG
495
Private Capital Group
Connecticut
$16K +$9.9K +650 +143%
PFO
496
Pathstone Family Office
New Jersey
$15K +$16.6K +1,090 New
BWM
497
Baystate Wealth Management
Massachusetts
$13K +$14.5K +950 New
KPCM
498
Kings Point Capital Management
New York
$12K – – –
GEA
499
Glen Eagle Advisors
New Jersey
$12K – – –
ESB
500
Essex Savings Bank
Connecticut
$11K +$11.4K +750 New