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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
501
Duncker Streett & Co
Missouri
$58K – – –
CFGS
502
Concourse Financial Group Securities
Alabama
$57K +$60.6K +2,830 New
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$55K +$6.43K +300 +13%
CWP
504
CFM Wealth Partners
Texas
$54K – – –
LWA
505
Lenox Wealth Advisors
New York
$51K – – –
First Manhattan
506
First Manhattan
New York
$51K +$54.2K +2,530 New
PMFA
507
Plante Moran Financial Advisors
Michigan
$50K -$12.5K -585 -19%
ME
508
McIlrath & Eck
Washington
$50K – – –
Valeo Financial Advisors
509
Valeo Financial Advisors
Indiana
$49K -$22.6K -1,055 -30%
TCI Wealth Advisors
510
TCI Wealth Advisors
Arizona
$49K – – –
AF
511
Advisornet Financial
Minnesota
$48K -$10.7K -500 -17%
GAM
512
Gemmer Asset Management
California
$47K – – –
EP
513
Eudaimonia Partners
Tennessee
$44K +$750 +35 +2%
HDIM
514
Hanson & Doremus Investment Management
Vermont
$42K – – –
NIT
515
NumerixS Investment Technologies
British Columbia, Canada
$42K +$44.5K +2,075 New
Brown Brothers Harriman & Co
516
Brown Brothers Harriman & Co
New York
$38K -$6.43K -300 -14%
TFO
517
Tarbox Family Office
California
$38K +$536 +25 +1%
Allworth Financial
518
Allworth Financial
California
$36K – – –
DWM
519
Darwin Wealth Management
Florida
$34K +$36.9K +1,720 New
SFPG
520
Stonebridge Financial Planning Group
Florida
$33K – – –
First Horizon Advisors
521
First Horizon Advisors
Tennessee
$32K – – –
IF
522
Ironwood Financial
Arizona
$32K – – –
FA
523
Forefront Analytics
Pennsylvania
$31.2K +$33K +1,540 New
VCP
524
Verus Capital Partners
Arizona
$31K +$32.7K +1,525 New
CFA
525
Carroll Financial Associates
North Carolina
$30K – – –