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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
FF
526
FourThought Financial
Florida
$515K -$28.8K -675 -6%
SG
527
Stonnington Group
California
$513K +$433K +10,150 New
PA
528
Profund Advisors
Maryland
$508K -$27.1K -635 -6%
EWA
529
Exencial Wealth Advisors
Oklahoma
$505K – – –
BAM
530
Barrett Asset Management
New York
$500K – – –
GTAM
531
Global Trust Asset Management
Florida
$500K +$448K +10,500 New
IB
532
Intrust Bank
Kansas
$499K -$22K -515 -5%
PP
533
Patron Partners
Texas
$497K +$19.6K +460 +5%
BO
534
BRR OpCo
Ohio
$491K – – –
WAAG
535
Wealth Alliance Advisory Group
Kansas
$488K – – –
SMF
536
Sterling Manor Financial
New York
$488K +$437K +10,245 New
E
537
Ergoteles
New York
$488K +$438K +10,250 New
TWI
538
Thomas White International
Illinois
$484K – – –
SI
539
Stephens Inc
Arkansas
$483K -$10.9K -255 -2%
WFC
540
Western Financial Corp
California
$478K +$428K +10,030 New
WWM
541
Windsor Wealth Management
Indiana
$476K – – –
KPWS
542
Kestra Private Wealth Services
Texas
$476K +$43.3K +1,015 +11%
CCG
543
Ceeto Capital Group
Florida
$476K +$427K +10,000 New
CP
544
Covenant Partners
Tennessee
$474K – – –
RWM
545
Ritholtz Wealth Management
New York
$469K +$421K +9,855 New
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$459K +$23.3K +545 +6%
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$457K +$49.9K +1,170 +14%
QCG
548
Quadrant Capital Group
Ohio
$456K -$100K -2,350 -20%
PFWA
549
Paces Ferry Wealth Advisors
Georgia
$450K +$6.4K +150 +2%
SW
550
SteelPeak Wealth
California
$447K -$23.9K -560 -6%