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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
576
One Wealth Advisors
California
$564K +$55.9K +965 +11%
QCG
577
Quadrant Capital Group
Ohio
$563K +$3.47K +60 +0.6%
TMAM
578
Tokio Marine Asset Management
Japan
$555K +$140K +2,425 +34%
TCM
579
Teza Capital Management
Illinois
$555K +$550K +9,505 New
Fisher Asset Management
580
Fisher Asset Management
Washington
$554K +$14.8K +255 +3%
VAS
581
Vestmark Advisory Solutions
Massachusetts
$550K -$106K -1,825 -16%
WB
582
WesBanco Bank
West Virginia
$549K +$1.45K +25 +0.3%
PFWA
583
Paces Ferry Wealth Advisors
Georgia
$548K -$3.19K -55 -0.6%
Lido Advisors
584
Lido Advisors
California
$534K -$126K -2,180 -19%
PSUF
585
People's United Financial
Connecticut
$534K +$102K +1,755 +24%
CICI
586
Capital Investment Counsel Inc
North Carolina
$526K – – –
IC
587
Intersect Capital
California
$524K +$89.7K +1,550 +21%
BJL
588
Brighton Jones LLC
Washington
$522K +$18.8K +325 +4%
GTAM
589
Global Trust Asset Management
Florida
$518K -$94.1K -1,625 -15%
WFC
590
Western Financial Corp
California
$518K -$66.9K -1,155 -12%
FC
591
Forte Capital
New York
$515K – – –
PGH
592
Partners Group Holding
Switzerland
$515K +$511K +8,825 New
AWM
593
Atticus Wealth Management
Florida
$511K – – –
S
594
SignatureFD
Georgia
$511K +$30.7K +530 +6%
AG
595
AIA Group
Hong Kong
$510K +$94.1K +1,625 +23%
FL
596
Fort LP
Maryland
$508K +$504K +8,705 New
KPWS
597
Kestra Private Wealth Services
Texas
$504K -$78.5K -1,355 -14%
PA
598
Parallel Advisors
California
$502K +$16.5K +285 +3%
PPP
599
Private Portfolio Partners
New Jersey
$501K +$11.6K +200 +2%
FP
600
Foundry Partners
Minnesota
$498K -$138K -2,375 -22%