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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Barrett Asset Management
New York
$387K – – –
SI
502
Stephens Inc
Arkansas
$383K +$59.9K +1,830 +21%
SS
503
Sunbelt Securities
Texas
$381K -$74.1K -2,265 -18%
BO
504
BRR OpCo
Ohio
$380K -$245K -7,500 -42%
WAAG
505
Wealth Alliance Advisory Group
Kansas
$378K -$1.64K -50 -0.5%
TI
506
Tidal Investments
Wisconsin
$378K +$108K +3,310 +48%
BS
507
Bessemer Securities
New York
$378K +$335K +10,250 New
TSS
508
Two Sigma Securities
New York
$377K +$334K +10,220 New
TWI
509
Thomas White International
Illinois
$374K – – –
MGIA
510
Moneta Group Investment Advisors
Missouri
$369K -$114K -3,495 -26%
WWM
511
Windsor Wealth Management
Indiana
$369K +$327K +10,000 New
PP
512
Patron Partners
Texas
$368K -$32.7K -1,000 -9%
CP
513
Covenant Partners
Tennessee
$367K +$981 +30 +0.3%
SW
514
SteelPeak Wealth
California
$367K +$326K +9,950 New
SWP
515
Stratos Wealth Partners
Ohio
$366K -$112K -3,435 -26%
Fisher Asset Management
516
Fisher Asset Management
Washington
$363K +$4.91K +150 +2%
DT
517
Diversified Trust
Tennessee
$358K -$130K -3,965 -29%
WS
518
Wedbush Securities
California
$344K +$40.1K +1,225 +15%
PFWA
519
Paces Ferry Wealth Advisors
Georgia
$343K +$8.34K +255 +3%
BCA
520
Biltmore Capital Advisors
New Jersey
$342K -$16.4K -500 -5%
LWAM
521
Legacy Wealth Asset Management
Minnesota
$341K -$818 -25 -0.3%
QSS
522
Quantitative Systematic Strategies
Florida
$340K +$301K +9,215 New
YWP
523
YorkBridge Wealth Partners
New York
$337K +$69.5K +2,125 +30%
EFM
524
E Fund Management
China
$337K +$299K +9,150 New
RJT
525
Raymond James Trust
Florida
$336K +$72.1K +2,205 +32%