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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
BO
501
BRR OpCo
Ohio
$380K -$245K -7,500 -42%
WAAG
502
Wealth Alliance Advisory Group
Kansas
$378K -$1.64K -50 -0.5%
TI
503
Tidal Investments
Wisconsin
$378K +$108K +3,310 +48%
BS
504
Bessemer Securities
New York
$378K +$335K +10,250 New
TSS
505
Two Sigma Securities
New York
$377K +$334K +10,220 New
TWI
506
Thomas White International
Illinois
$374K
MGIA
507
Moneta Group Investment Advisors
Missouri
$369K -$114K -3,495 -26%
WWM
508
Windsor Wealth Management
Indiana
$369K +$327K +10,000 New
PP
509
Patron Partners
Texas
$368K -$32.7K -1,000 -9%
CP
510
Covenant Partners
Tennessee
$367K +$981 +30 +0.3%
SW
511
SteelPeak Wealth
California
$367K +$326K +9,950 New
SWP
512
Stratos Wealth Partners
Ohio
$366K -$112K -3,435 -26%
Fisher Asset Management
513
Fisher Asset Management
Washington
$363K +$4.91K +150 +2%
DT
514
Diversified Trust
Tennessee
$358K -$130K -3,965 -29%
WS
515
Wedbush Securities
California
$344K +$40.1K +1,225 +15%
PFWA
516
Paces Ferry Wealth Advisors
Georgia
$343K +$8.34K +255 +3%
BCA
517
Biltmore Capital Advisors
New Jersey
$342K -$16.4K -500 -5%
LWAM
518
Legacy Wealth Asset Management
Minnesota
$341K -$818 -25 -0.3%
QSS
519
Quantitative Systematic Strategies
Florida
$340K +$301K +9,215 New
YWP
520
YorkBridge Wealth Partners
New York
$337K +$69.5K +2,125 +30%
EFM
521
E Fund Management
China
$337K +$299K +9,150 New
RJT
522
Raymond James Trust
Florida
$336K +$72.1K +2,205 +32%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$335K +$23.2K +710 +8%
GFPC
524
Global Financial Private Client
Florida
$334K -$327 -10 -0.1%
CICI
525
Capital Investment Counsel Inc
North Carolina
$332K +$294K +9,000 New