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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
GAMMA Investing
California
$508K +$436K +7,883 New
GT
652
Glenview Trust
Kentucky
$502K +$73.6K +1,332 +18%
MWM
653
Meridian Wealth Management
Kentucky
$502K -$23.7K -429 -5%
TA
654
TKG Advisors
Indiana
$500K -$10.2K -185 -2%
VFA
655
Valeo Financial Advisors
Indiana
$499K -$122K -2,213 -21%
IB
656
Iyo Bank
Japan
$498K +$470K +8,500 New
Lido Advisors
657
Lido Advisors
California
$495K -$165K -2,983 -26%
KAS
658
KPP Advisory Services
Kentucky
$491K +$94.8K +1,716 +26%
PFWA
659
Paces Ferry Wealth Advisors
Georgia
$491K -$608 -11 -0.1%
FRM
660
Fox Run Management
Connecticut
$490K -$32.1K -580 -6%
WH
661
Willner & Heller
California
$489K +$462K +8,362 New
AWM
662
Atticus Wealth Management
Florida
$481K -$2.21K -40 -0.5%
USCWA
663
U.S. Capital Wealth Advisors
Texas
$477K +$7.68K +139 +2%
KWM
664
Kaydan Wealth Management
Michigan
$477K -$27.8K -503 -6%
CC
665
Chicago Capital
Illinois
$477K +$450K +8,148 New
SIC
666
Salem Investment Counselors
North Carolina
$476K
IWC
667
Integrated Wealth Concepts
Massachusetts
$471K -$79.6K -1,440 -15%
ZF
668
Zhang Financial
Michigan
$470K +$2.21K +40 +0.5%
PL
669
Perpetual Ltd
Australia
$468K +$442K +8,004 New
PAS
670
Park Avenue Securities
New York
$468K -$306K -5,540 -41%
MIS
671
Morningstar Investment Services
Illinois
$462K +$220K +3,989 +106%
BFG
672
Bleakley Financial Group
New Jersey
$462K -$102K -1,852 -19%
SS
673
Simplicity Solutions
Minnesota
$462K -$102K -1,852 -19%
MAS
674
Meeder Advisory Services
Ohio
$457K -$69.1K -1,251 -14%
QPW
675
Quantum Private Wealth
Florida
$451K