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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Salem Investment Counselors
North Carolina
$31K
O
502
Ossiam
France
$29K -$46.7K -2,875 -60%
TFO
503
Tarbox Family Office
California
$27K
AF
504
Allworth Financial
California
$27K +$8.03K +495 +39%
FHA
505
First Horizon Advisors
Tennessee
$25K
IF
506
Ironwood Financial
Arizona
$24K
LWA
507
Lenox Wealth Advisors
New York
$23K
PRC
508
Pearl River Capital
Michigan
$22K +$23.2K +1,430 New
SWA
509
Sutton Wealth Advisors
Florida
$20.6K
VEA
510
Virtus ETF Advisers
New York
$20K
Bessemer Group
511
Bessemer Group
New Jersey
$19K -$63.1K -3,890 -76%
ASN
512
Advisory Services Network
Georgia
$19K
ST
513
Smithfield Trust
Pennsylvania
$17K
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$16K
PCG
515
Private Capital Group
Connecticut
$16K +$9.01K +555 +122%
FMP
516
Financial Management Professionals
Texas
$14K
KPCM
517
Kings Point Capital Management
New York
$13K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$12K
CG
519
Cutler Group
California
$11K -$672K -41,410 -98%
CIAS
520
Capital Investment Advisory Services
North Carolina
$10K -$2.43K -150 -19%
PCIA
521
Prime Capital Investment Advisors
Kansas
$10K +$10.9K +670 New
CLOS
522
Compagnie Lombard Odier SCmA
Switzerland
$9K -$69.4K -4,275 -89%
SLF
523
Sun Life Financial
Ontario, Canada
$9K +$81 +5 +0.9%
PCM
524
Penserra Capital Management
California
$9K +$8.52K +525 New
SIAS
525
Shine Investment Advisory Services
Colorado
$8K +$8.11K +500 New