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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
BW
601
Bison Wealth
Georgia
$932K +$838K +12,326 New
JWS
602
Juncture Wealth Strategies
Arizona
$929K -$214K -3,149 -20%
M1FG
603
Mach-1 Financial Group
Arkansas
$927K +$834K +12,269 New
EFM
604
E Fund Management
China
$924K -$119K -1,751 -13%
IIM
605
INTECH Investment Management
Florida
$923K -$120K -1,768 -13%
CG
606
Caprock Group
Idaho
$921K -$50K -736 -6%
EA
607
Emerald Advisers
Pennsylvania
$920K -$231K -3,399 -22%
CCM
608
Coldstream Capital Management
Washington
$912K +$17.7K +260 +2%
AWM
609
Apollon Wealth Management
South Carolina
$910K +$10.9K +160 +1%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$908K +$28K +412 +4%
AssetMark Inc
611
AssetMark Inc
California
$908K
GFPC
612
Global Financial Private Client
Florida
$905K +$30.8K +453 +4%
OAM
613
Ostrum Asset Management
France
$882K +$250K +3,671 +46%
FIM
614
Freedom Investment Management
Connecticut
$882K +$228K +3,356 +40%
Lido Advisors
615
Lido Advisors
California
$880K -$59.8K -879 -7%
HSA
616
HBK Sorce Advisory
Pennsylvania
$875K +$50.2K +738 +7%
BAAM
617
Baker Avenue Asset Management
California
$871K +$69K +1,014 +10%
HFS
618
Hantz Financial Services
Michigan
$871K +$20.7K +305 +3%
MAS
619
Meeder Advisory Services
Ohio
$867K +$33.3K +489 +4%
TFA
620
Toth Financial Advisory
Virginia
$859K +$302K +4,435 +64%
BFG
621
Bleakley Financial Group
New Jersey
$856K +$122K +1,794 +19%
SS
622
Simplicity Solutions
Minnesota
$856K +$121K +1,779 +19%
S
623
SignatureFD
Georgia
$855K +$44.4K +653 +6%
NL
624
NVWM LLC
Pennsylvania
$851K +$733K +10,783 +2,275%
GWM
625
Geneos Wealth Management
Colorado
$847K -$31.6K -465 -4%