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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
651
Hantz Financial Services
Michigan
$719K -$28K -410 -4%
EA
652
Enclave Advisors
Texas
$718K +$633K +9,263 New
GT
653
Glenview Trust
Kentucky
$717K +$10.8K +158 +2%
CIG
654
Cascade Investment Group
Colorado
$704K
ZF
655
Zhang Financial
Michigan
$688K +$30.5K +447 +5%
SIA
656
Schechter Investment Advisors
Michigan
$675K +$7.92K +116 +1%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$675K +$363K +5,313 +157%
BB
658
Bell Bank
North Dakota
$674K +$17.9K +262 +3%
CM
659
Crestline Management
Texas
$672K +$592K +8,666 New
BFG
660
Bleakley Financial Group
New Jersey
$672K +$27.3K +399 +5%
HI
661
Horizon Investments
North Carolina
$668K -$785K -11,498 -57%
TA
662
TruWealth Advisors
Louisiana
$665K +$33.3K +487 +6%
VT
663
Vise Technologies
New York
$665K +$51.8K +758 +10%
PFWA
664
Paces Ferry Wealth Advisors
Georgia
$663K +$1.44K +21 +0.2%
QIM
665
Quantitative Investment Management
Virginia
$662K +$584K +8,549 New
NWAG
666
Net Worth Advisory Group
Utah
$660K +$581K +8,509 New
DF
667
Donoghue Forlines
Massachusetts
$649K -$205 -3 -0%
MWM
668
Meridian Wealth Management
Kentucky
$647K +$570K +8,338 New
FFM
669
Forum Financial Management
Illinois
$646K +$53.5K +783 +10%
LAM
670
L2 Asset Management
Massachusetts
$642K -$596K -8,721 -51%
SBIA
671
Sheaff Brock Investment Advisors
Indiana
$638K -$2.11M -30,876 -79%
AAIS
672
ABN AMRO Investment Solutions
$635K -$138K -2,014 -20%
AFG
673
Atomi Financial Group
New York
$633K -$5.19K -76 -0.9%
AWM
674
Atticus Wealth Management
Florida
$631K
SIC
675
Salem Investment Counselors
North Carolina
$630K -$1.09K -16 -0.2%