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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
601
CFM Wealth Partners
Texas
$73K
ME
602
McIlrath & Eck
Washington
$73K +$4.52K +180 +7%
LWA
603
Lenox Wealth Advisors
New York
$69K
TWA
604
TCI Wealth Advisors
Arizona
$69K +$1.63K +65 +3%
PHK
605
Point72 Hong Kong
Hong Kong
$68K -$46.2K -1,840 -43%
FCA
606
FinTrust Capital Advisors
South Carolina
$67K -$119K -4,730 -66%
PMFA
607
Plante Moran Financial Advisors
Michigan
$67K
AF
608
Advisornet Financial
Minnesota
$65K
GAM
609
Gemmer Asset Management
California
$64K
RE
610
RBC Europe
United Kingdom
$61.1K +$55.9K +2,225 New
FWM
611
Focused Wealth Management
New York
$60K -$100K -4,000 -65%
IA
612
IndexIQ Advisors
New York
$60K +$55.1K +2,195 New
HDIM
613
Hanson & Doremus Investment Management
Vermont
$57K
ETC
614
Exchange Traded Concepts
Oklahoma
$55K +$42.4K +1,690 +545%
EP
615
Eudaimonia Partners
Tennessee
$54K -$5.65K -225 -10%
ST
616
Smithfield Trust
Pennsylvania
$53K +$10.4K +415 +28%
BBHC
617
Brown Brothers Harriman & Co
New York
$52K +$502 +20 +1%
TFO
618
Tarbox Family Office
California
$51K -$1.13K -45 -2%
AF
619
Allworth Financial
California
$47K -$1.25K -50 -3%
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$46K +$10.8K +430 +35%
FHA
621
First Horizon Advisors
Tennessee
$45K
IF
622
Ironwood Financial
Arizona
$44K
SFPG
623
Stonebridge Financial Planning Group
Florida
$42K
BCWM
624
Bartlett & Co Wealth Management
Ohio
$41.2K +$37.7K +1,500 New
CFA
625
Carroll Financial Associates
North Carolina
$41K