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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Coldstream Capital Management
Washington
$796K +$14.6K +219 +2%
HSA
627
HBK Sorce Advisory
Pennsylvania
$794K +$40.1K +603 +5%
KIA
628
Knollwood Investment Advisory
Maryland
$793K – – –
AIM
629
Aspen Investment Management
Michigan
$777K +$758K +11,380 New
HWM
630
Hohimer Wealth Management
Washington
$772K +$752K +11,299 New
MSFS
631
Main Street Financial Solutions
Pennsylvania
$772K -$12.8K -193 -2%
CA
632
Cornerstone Advisors
North Carolina
$765K – – –
IWC
633
Integrated Wealth Concepts
Massachusetts
$761K +$206K +3,089 +38%
DT
634
Diversified Trust
Tennessee
$756K -$419K -6,300 -36%
MYLI
635
Meiji Yasuda Life Insurance
Japan
$740K -$666 -10 -0.1%
WQ
636
Wealth Quarterback
New Jersey
$735K -$68.2K -1,025 -9%
CW
637
CreativeOne Wealth
Kansas
$732K +$713K +10,716 New
WAAG
638
Wealth Alliance Advisory Group
Kansas
$721K – – –
NP
639
NorthRock Partners
Minnesota
$719K +$116K +1,748 +20%
BW
640
Bison Wealth
Georgia
$719K +$12.9K +194 +2%
NFG
641
Nations Financial Group
Iowa
$718K -$360K -5,407 -34%
FCA
642
FLC Capital Advisors
California
$716K – – –
FT
643
Fiduciary Trust
Massachusetts
$712K – – –
SEC
644
Seven Eight Capital
New York
$710K -$1.42M -21,401 -67%
SAI
645
Systematic Alpha Investments
New Jersey
$708K +$67 +1 +0%
FNT
646
First National Trust
Pennsylvania
$707K -$690K -10,367 -50%
HI
647
Horizon Investments
North Carolina
$706K +$93.7K +1,408 +16%
HFS
648
Hantz Financial Services
Michigan
$705K -$32.6K -490 -5%
WAM
649
Werlinich Asset Management
Connecticut
$704K +$6.66K +100 +1%
KAS
650
KPP Advisory Services
Kentucky
$703K +$127K +1,910 +23%
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