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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
651
Sheaff Brock Investment Advisors
Indiana
$334K +$18.2K +315 +6%
AIM
652
Aspen Investment Management
Michigan
$327K +$324K +5,595 New
ATC
653
Argent Trust Co
Tennessee
$326K – – –
LNWWM
654
Laird Norton Wetherby Wealth Management
California
$324K -$236K -4,080 -42%
BWM
655
BNC Wealth Management
Oregon
$319K +$15.3K +265 +5%
ED
656
Exane Derivatives
France
$312K – – –
BO
657
BRR OpCo
Ohio
$310K -$290K -5,000 -49%
AIM
658
Axiom Investment Management
New York
$309K +$304K +5,250 New
CAGAS
659
Capital Advisory Group Advisory Services
Minnesota
$307K -$25.5K -440 -8%
PSP
660
Principal Street Partners
Tennessee
$304K -$156K -2,695 -34%
BDF
661
Balasa Dinverno & Foltz
$303K +$300K +5,185 New
GFP
662
Gryphon Financial Partners
Ohio
$300K +$1.45K +25 +0.5%
BAM
663
Blueshift Asset Management
New Jersey
$298K +$295K +5,100 New
SCA
664
Snowden Capital Advisors
New York
$296K -$119K -2,055 -29%
ACM
665
Azimuth Capital Management
Michigan
$292K -$21.7K -375 -7%
HWA
666
HHM Wealth Advisors
Tennessee
$292K – – –
WA
667
WestEnd Advisors
North Carolina
$292K – – –
FGAM
668
Financial Gravity Asset Management
Texas
$292K +$16.2K +280 New
MWM
669
Mission Wealth Management
California
$288K -$28.7K -495 -9%
WG
670
Winton Group
United Kingdom
$287K -$390K -6,730 -58%
HF
671
Halpern Financial
Virginia
$285K – – –
PAM
672
Premier Asset Management
Illinois
$285K – – –
TW
673
TrinityPoint Wealth
Connecticut
$282K -$31.6K -545 -10%
PWMG
674
Prestige Wealth Management Group
New Jersey
$282K +$265K +4,585 +1,871%
PCS
675
Personal CFO Solutions
New Jersey
$281K -$137K -2,360 -33%
25 26
27
28 29