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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$31K -$12.3K -750 -27%
PMFA
502
Plante Moran Financial Advisors
Michigan
$31K – – –
SIC
503
Salem Investment Counselors
North Carolina
$31K – – –
CBOA
504
Commonwealth Bank of Australia
Australia
$30K +$3.13K +190 +10%
TFO
505
Tarbox Family Office
California
$27K – – –
FHA
506
First Horizon Advisors
Tennessee
$25K – – –
LWA
507
Lenox Wealth Advisors
New York
$24K -$13.7K -835 -35%
IF
508
Ironwood Financial
Arizona
$24K – – –
SWA
509
Sutton Wealth Advisors
Florida
$20.7K – – –
VEA
510
Virtus ETF Advisers
New York
$20K +$21.5K +1,305 New
AF
511
Allworth Financial
California
$19K – – –
ASN
512
Advisory Services Network
Georgia
$19K +$20.3K +1,230 New
FANJ
513
Financial Architects (New Jersey)
New Jersey
$18K -$147K -8,935 -89%
ST
514
Smithfield Trust
Pennsylvania
$17K -$171K -10,400 -90%
PFO
515
Pathstone Family Office
New Jersey
$17K – – –
HIIFS
516
Harel Insurance Investments & Financial Services
Israel
$16K -$126K -7,650 -88%
CIAS
517
Capital Investment Advisory Services
North Carolina
$14K +$12.8K +775 New
FMP
518
Financial Management Professionals
Texas
$14K +$14.7K +890 New
KPCM
519
Kings Point Capital Management
New York
$13K – – –
AIL
520
AGF Investments LLC
Ontario, Canada
$12K -$6.92K -420 -34%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$12K – – –
GFPC
522
Global Financial Private Capital
Florida
$10K +$10.5K +635 New
SLF
523
Sun Life Financial
Ontario, Canada
$9K -$10.8K -655 -53%
GEA
524
Glen Eagle Advisors
New Jersey
$7.68K -$5.76K -350 -41%
CBT
525
Capital Bank & Trust
California
$7K – – –
19 20
21
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