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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
651
IHT Wealth Management
Illinois
$211K -$79.6K -1,865 -30%
CTC
652
Central Trust Company
Missouri
$209K -$28K -655 -13%
QPWM
653
Quadrant Private Wealth Management
Pennsylvania
$206K +$184K +4,320 New
BPA
654
Beacon Pointe Advisors
California
$206K +$185K +4,325 New
PPW
655
Parcion Private Wealth
Washington
$204K +$183K +4,290 New
OIA
656
OneDigital Investment Advisors
Kansas
$203K +$182K +4,265 New
RIA
657
Realta Investment Advisors
Delaware
$201K +$180K +4,210 New
PMFA
658
Plante Moran Financial Advisors
Michigan
$200K +$13.2K +310 +8%
GFP
659
Gryphon Financial Partners
Ohio
$200K +$218K +5,110 New
CFD
660
Creative Financial Designs
Indiana
$192K
SAM
661
Shell Asset Management
Netherlands
$191K +$1.49K +35 +0.9%
AF
662
Advisornet Financial
Minnesota
$190K +$4.7K +110 +3%
FNBOSM
663
First National Bank of South Miami
Florida
$188K +$5.76K +135 +4%
Loomis, Sayles & Company
664
Loomis, Sayles & Company
Massachusetts
$184K -$36.5K -855 -18%
SFO
665
Standard Family Office
South Dakota
$184K
TFA
666
Toth Financial Advisory
Virginia
$179K +$640 +15 +0.4%
HWA
667
Heritage Wealth Advisors
Virginia
$179K
ETC
668
Exchange Traded Concepts
Oklahoma
$155K -$126K -2,945 -48%
FA
669
Financial Avengers
California
$143K
DSC
670
Duncker Streett & Co
Missouri
$137K
ME
671
McIlrath & Eck
Washington
$119K
BAM
672
Belpointe Asset Management
Nevada
$114K +$102K +2,390 New
PCM
673
Penserra Capital Management
California
$108K -$2.82M -66,105 -97%
ST
674
Smithfield Trust
Pennsylvania
$106K
FWM
675
Focused Wealth Management
New York
$100K