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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$65K +$19.6K +1,040 +52%
CWP
527
CFM Wealth Partners
Texas
$64K +$50.4K +2,680 New
APWM
528
Atlas Private Wealth Management
New York
$64K +$56K +2,975 New
AF
529
Advisornet Financial
Minnesota
$61K -$47.1K -2,500 -47%
DSC
530
Duncker Streett & Co
Missouri
$61K +$54.1K +2,875 New
GFPC
531
Global Financial Private Client
Florida
$56.3K +$49.6K +2,635 New
GWM
532
Geneos Wealth Management
Colorado
$55K +$48.9K +2,600 New
BFEC
533
Benjamin F. Edwards & Company
Missouri
$54K +$10.1K +535 +27%
ME
534
McIlrath & Eck
Washington
$53K
LWA
535
Lenox Wealth Advisors
New York
$53K +$18.4K +975 +64%
HCM
536
Hodges Capital Management
Texas
$53K +$47.1K +2,500 New
TWA
537
TCI Wealth Advisors
Arizona
$52K +$46K +2,445 New
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$51K -$5.65K -300 -11%
GAM
539
Gemmer Asset Management
California
$50K
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$49K -$47.9K -2,545 -53%
MA
541
MUFG Americas
New York
$48K
BBHC
542
Brown Brothers Harriman & Co
New York
$47K -$55.1K -2,930 -57%
EP
543
Eudaimonia Partners
Tennessee
$46K +$40.3K +2,140 New
GLI
544
Guardian Life Insurance
New York
$45K
HDIM
545
Hanson & Doremus Investment Management
Vermont
$44K
Parallax Volatility Advisers
546
Parallax Volatility Advisers
California
$43K -$321K -17,050 -89%
TFO
547
Tarbox Family Office
California
$40K +$1.79K +95 +5%
AF
548
Allworth Financial
California
$38K
ACM
549
Allred Capital Management
Texas
$37.7K +$33.2K +1,765 New
FHA
550
First Horizon Advisors
Tennessee
$34K