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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
LBWM
526
Left Brain Wealth Management
Illinois
$990K +$893K +15,702 New
CCG
527
Cypress Capital Group
Florida
$989K +$2.1K +37 +0.2%
DFC
528
DB Fitzpatrick & Co
Idaho
$975K +$13.8K +243 +2%
PF
529
Phoenix Financial
Israel
$974K +$212K +3,728 +34%
OTPPB
530
Ontario Teachers' Pension Plan Board
Ontario, Canada
$969K -$299K -5,255 -26%
BAM
531
Belpointe Asset Management
Nevada
$954K +$245K +4,312 +43%
MGIA
532
Moneta Group Investment Advisors
Missouri
$938K +$128K +2,243 +19%
SP
533
Symmetry Partners
Connecticut
$936K – – –
EFM
534
E Fund Management
China
$929K +$2.16K +38 +0.3%
IIM
535
INTECH Investment Management
Florida
$929K -$54.4K -957 -6%
XSC
536
X-Square Capital
Puerto Rico
$925K -$49K -862 -6%
ECM
537
Exchange Capital Management
Michigan
$922K – – –
PWM
538
Perigon Wealth Management
California
$922K +$789K +13,875 New
TMAM
539
Tokio Marine Asset Management
Japan
$918K +$64.3K +1,131 +9%
PFO
540
Pathstone Family Office
New Jersey
$913K -$1.32M -23,297 -63%
PFPT
541
Pinnacle Financial Partners (Tennessee)
Tennessee
$913K -$93.2K -1,640 -11%
ICM
542
Islay Capital Management
Texas
$906K +$226K +3,970 +41%
QI
543
Qtron Investments
Massachusetts
$905K +$109K +1,924 +16%
RJT
544
Raymond James Trust
Florida
$893K -$69.2K -1,218 -8%
PA
545
Paragon Advisors
Texas
$889K +$761K +13,390 New
AWM
546
Accurate Wealth Management
Florida
$888K +$679K +11,949 +900%
AIIMS
547
Analyst IMS Investment Management Services
Israel
$881K -$26.9K -473 -3%
QPBE
548
Quintet Private Bank (Europe)
Luxembourg
$878K +$759K +13,345 New
TWM
549
Thrive Wealth Management
Pennsylvania
$875K -$49.3K -868 -6%
CG
550
Cutler Group
California
$874K +$353K +6,201 +89%
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