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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
626
Private Capital Group
Connecticut
$41K +$23.9K +950 +171%
BC
627
Bartlett & Co
Ohio
$41K +$37.7K +1,500 New
WAM
628
Wolverine Asset Management
Illinois
$40K +$37K +1,475 New
SWA
629
Sutton Wealth Advisors
Florida
$38.2K +$753 +30 +2%
TPCW
630
TD Private Client Wealth
New York
$34.9K +$5.65K +225 +22%
FNBOSM
631
First National Bank of South Miami
Florida
$33K +$1.63K +65 +6%
LWM
632
Liberty Wealth Management
California
$32K +$29.6K +1,180 New
CT
633
Caldwell Trust
Florida
$30.9K
AIM
634
AIA Investment Management
Singapore
$30K
SL
635
Savior LLC
Massachusetts
$30K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
636
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27K -$2.53M -100,870 -99%
TCM
637
Tradewinds Capital Management
Washington
$27K
EI
638
Ellevest Inc
New York
$21K +$1.51K +60 +9%
OPS
639
Orion Portfolio Solutions
Nebraska
$21K +$17.3K +690 +1,062%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$18.8K +750 New
VEA
641
Virtus ETF Advisers
New York
$19K +$17.6K +700 New
CI
642
CX Institutional
Indiana
$18K +$7.53K +300 +83%
RG
643
Retirement Group
California
$16K +$14.3K +570 New
RIA
644
RPG Investment Advisory
California
$15K -$5.28M -210,300 -100%
VFA
645
Valeo Financial Advisors
Indiana
$15K -$46.3K -1,845 -77%
BCA
646
Berman Capital Advisors
Georgia
$15K +$1.51K +60 +11%
HFA
647
Hoover Financial Advisors
Pennsylvania
$15K +$13.8K +550 New
NSIM
648
North Star Investment Management
Illinois
$14K -$88.5K -3,525 -88%
First Manhattan
649
First Manhattan
New York
$14K -$50.2K -2,000 -79%
SIA
650
SeaBridge Investment Advisors
New Jersey
$14K +$12.6K +500 New