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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Apollon Wealth Management
South Carolina
$762K +$62K +937 +8%
GAA
602
Green Alpha Advisors
Colorado
$757K -$402K -6,069 -32%
FTDI
603
First Trust Direct Indexing
Massachusetts
$748K +$13K +197 +2%
SM
604
STF Management
Texas
$747K +$518K +7,823 +159%
EFH
605
Eaton Financial Holdings
Florida
$745K +$840K +12,694 New
OMC
606
Old Mission Capital
Illinois
$736K +$831K +12,551 New
ICM
607
Islay Capital Management
Texas
$735K -$72.8K -1,100 -8%
FIM
608
Freedom Investment Management
Connecticut
$734K +$55.1K +833 +7%
DG
609
DMC Group
Alabama
$733K +$123K +1,862 +18%
CWM
610
Circle Wealth Management
New Jersey
$729K +$823K +12,429 New
CG
611
Caprock Group
Idaho
$729K +$15.6K +236 +2%
BJL
612
Brighton Jones LLC
Washington
$728K +$132K +1,989 +19%
BW
613
Bison Wealth
Georgia
$725K +$2.38K +36 +0.3%
SBH
614
Segall Bryant & Hamill
Illinois
$721K +$814K +12,295 New
GIM
615
Groesbeck Investment Management
New Jersey
$717K -$146K -2,200 -15%
Twin Tree Management
616
Twin Tree Management
Texas
$715K -$11.3M -170,022 -93%
SC
617
Sonen Capital
California
$713K +$84.5K +1,277 +12%
AssetMark Inc
618
AssetMark Inc
California
$693K -$12.7K -192 -2%
CCM
619
Coldstream Capital Management
Washington
$690K -$20.2K -305 -3%
FPAS
620
Focus Partners Advisor Solutions
Missouri
$682K +$770K +11,630 New
S
621
SignatureFD
Georgia
$681K +$19.9K +300 +3%
Lido Advisors
622
Lido Advisors
California
$672K -$12.8K -194 -2%
HWM
623
HB Wealth Management
Georgia
$670K +$98.8K +1,493 +15%
CA
624
Cornerstone Advisors
North Carolina
$663K +$748K +11,300 New
OWA
625
Outlook Wealth Advisors
Texas
$661K +$19.6K +296 +3%