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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$982K +$19.4K +335 +2%
V
502
Veritable
Delaware
$979K +$23.2K +400 +2%
TI
503
Tidal Investments
Wisconsin
$973K +$237K +4,100 +33%
IC
504
Inscription Capital
Texas
$933K +$925K +15,975 New
KWM
505
Kingsview Wealth Management
Oregon
$921K +$913K +15,775 New
CAL
506
Capital Analysts LLC
Pennsylvania
$913K +$15.9K +275 +2%
SBH
507
Segall Bryant & Hamill
Illinois
$894K -$181K -3,125 -17%
APA
508
American Portfolios Advisors
New York
$891K +$47.2K +815 +6%
CCG
509
Ceeto Capital Group
Florida
$876K +$290K +5,000 +50%
MYAM
510
Meiji Yasuda Asset Management
Japan
$859K +$29.8K +515 +4%
ICM
511
Islay Capital Management
Texas
$854K -$117K -2,015 -12%
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$854K +$434K +7,490 +105%
PFPT
513
Pinnacle Financial Partners (Tennessee)
Tennessee
$848K -$23.4K -405 -3%
MFGM
514
Marshall Financial Group (Maryland)
Maryland
$835K -$35K -605 -4%
JWM
515
JGP Wealth Management
Oregon
$833K +$60.2K +1,040 +8%
GIM
516
Groesbeck Investment Management
New Jersey
$828K
ACM
517
AlphaStar Capital Management
North Carolina
$821K +$342K +5,915 +86%
Simplex Trading
518
Simplex Trading
Illinois
$817K -$296K -5,110 -23%
CCG
519
Capital CS Group
California
$808K +$785K +13,555 New
PWM
520
Palumbo Wealth Management
New York
$807K +$800K +13,815 New
PRC
521
Pearl River Capital
Michigan
$804K +$797K +13,765 New
BS
522
Bessemer Securities
New York
$803K
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$800K +$30.4K +525 +4%
TRCT
524
Tower Research Capital (TRC)
New York
$795K -$1.96M -33,770 -71%
LMAM
525
Legg Mason Asset Management
Japan
$795K -$405K -6,995 -34%