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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
XSC
526
X-Square Capital
Puerto Rico
$707K +$2.98K +55 +0.4%
GWM
527
Geneos Wealth Management
Colorado
$703K -$39.3K -726 -5%
RJT
528
Raymond James Trust
Florida
$703K +$40.2K +742 +5%
HI
529
Human Investing
Oregon
$697K -$31.9K -589 -4%
TWM
530
Thrive Wealth Management
Pennsylvania
$694K – – –
SWM
531
Spire Wealth Management
Virginia
$688K -$119K -2,204 -14%
AIIMS
532
Analyst IMS Investment Management Services
Israel
$688K +$751K +13,866 New
OPS
533
Orion Portfolio Solutions
Nebraska
$670K +$10K +185 +1%
FTDI
534
First Trust Direct Indexing
Massachusetts
$669K – – –
DIM
535
Delta Investment Management
California
$667K -$20.6K -381 -3%
CG
536
Caprock Group
Idaho
$664K +$732K +13,508 New
GIM
537
Groesbeck Investment Management
New Jersey
$661K – – –
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$652K +$8.29K +153 +1%
FCA
539
FLC Capital Advisors
California
$651K +$279K +5,150 +64%
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$649K +$54.5K +1,006 +8%
CI
541
Cavalier Investments
Georgia
$645K -$263K -4,858 -27%
QI
542
Qtron Investments
Massachusetts
$640K -$191K -3,531 -21%
UB
543
UMB Bank
Missouri
$639K -$94.3K -1,741 -12%
ACM
544
AlphaCrest Capital Management
New York
$637K -$831K -15,341 -54%
JCIA
545
Jackson Creek Investment Advisors
Colorado
$626K +$3.9K +72 +0.6%
P
546
Pitcairn
Pennsylvania
$606K -$78.9K -1,457 -11%
SBH
547
Segall Bryant & Hamill
Illinois
$606K +$7.31K +135 +1%
Walleye Capital
548
Walleye Capital
New York
$600K -$1.12M -20,764 -63%
GFPC
549
Global Financial Private Client
Florida
$595K -$6.61K -122 -1%
KA
550
Kovack Advisors
Florida
$592K -$24.8M -457,935 -97%