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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
Financial Avengers
California
$89K +$75.8K +3,000 New
PMFA
602
Plante Moran Financial Advisors
Michigan
$86K
DSC
603
Duncker Streett & Co
Missouri
$85K
VCG
604
Vantage Consulting Group
Virginia
$81K +$68.6K +2,715 New
ME
605
McIlrath & Eck
Washington
$79K
EP
606
Eudaimonia Partners
Tennessee
$74K -$2.27K -90 -3%
LWA
607
Lenox Wealth Advisors
New York
$74K
HFM
608
Harvest Fund Management
China
$72K +$26.5K +1,050 +75%
AF
609
Advisornet Financial
Minnesota
$71K
T
610
TOBAM
France
$70K
ST
611
Smithfield Trust
Pennsylvania
$67K +$6.45K +255 +13%
FWM
612
Focused Wealth Management
New York
$62K
HDIM
613
Hanson & Doremus Investment Management
Vermont
$62K
BWM
614
Birchcreek Wealth Management
Ohio
$59K +$50.4K +1,995 New
GAM
615
Gemmer Asset Management
California
$58K -$13.3K -525 -21%
MA
616
Montag & Associates
Georgia
$56K +$47.4K +1,875 New
CFA
617
Carroll Financial Associates
North Carolina
$54K
ADIM
618
Alpha DNA Investment Management
Maryland
$54K +$46.6K +1,845 New
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$53K -$230K -9,110 -84%
LGA
620
Lebenthal Global Advisors
New York
$53K +$45.9K +1,815 New
HMS
621
Hanseatic Management Services
New Mexico
$52K -$13.5K -535 -23%
AF
622
Allworth Financial
California
$51K
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$49K
IF
624
Ironwood Financial
Arizona
$47K
APWM
625
Atlas Private Wealth Management
New York
$45K