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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
601
First Trust Direct Indexing
Massachusetts
$102K +$87.2K +3,450 New
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$90K +$76.5K +3,025 New
FA
603
Financial Avengers
California
$89K +$75.8K +3,000 New
PMFA
604
Plante Moran Financial Advisors
Michigan
$86K – – –
DSC
605
Duncker Streett & Co
Missouri
$85K – – –
VCG
606
Vantage Consulting Group
Virginia
$81K +$68.6K +2,715 New
ME
607
McIlrath & Eck
Washington
$79K – – –
EP
608
Eudaimonia Partners
Tennessee
$74K -$2.27K -90 -3%
LWA
609
Lenox Wealth Advisors
New York
$74K – – –
HFM
610
Harvest Fund Management
China
$72K +$26.5K +1,050 +75%
AF
611
Advisornet Financial
Minnesota
$71K – – –
T
612
TOBAM
France
$70K – – –
ST
613
Smithfield Trust
Pennsylvania
$67K +$6.45K +255 +13%
FWM
614
Focused Wealth Management
New York
$62K – – –
HDIM
615
Hanson & Doremus Investment Management
Vermont
$62K – – –
BWM
616
Birchcreek Wealth Management
Ohio
$59K +$50.4K +1,995 New
GAM
617
Gemmer Asset Management
California
$58K -$13.3K -525 -21%
MA
618
Montag & Associates
Georgia
$56K +$47.4K +1,875 New
CFA
619
Carroll Financial Associates
North Carolina
$54K – – –
ADIM
620
Alpha DNA Investment Management
Maryland
$54K +$46.6K +1,845 New
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$53K -$230K -9,110 -84%
LGA
622
Lebenthal Global Advisors
New York
$53K +$45.9K +1,815 New
HMS
623
Hanseatic Management Services
New Mexico
$52K -$13.5K -535 -23%
AF
624
Allworth Financial
California
$51K – – –
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$49K – – –
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