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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
676
Donoghue Forlines
Massachusetts
$277K -$652K -12,037 -68%
TSS
677
Two Sigma Securities
New York
$275K +$304K +5,605 New
BL
678
Balentine LLC
Georgia
$274K -$353K -6,521 -54%
RWB
679
RMR Wealth Builders
New Jersey
$274K +$26.3K +485 +10%
JG
680
Jefferies Group
New York
$273K +$301K +5,559 New
FNBOSM
681
First National Bank of South Miami
Florida
$270K -$3.41K -63 -1%
PSP
682
Principal Street Partners
Tennessee
$268K +$28.6K +528 +11%
OWA
683
One Wealth Advisors
California
$266K +$293K +5,416 New
OIA
684
OneDigital Investment Advisors
Kansas
$264K -$1.42M -26,200 -83%
PCP
685
Proficio Capital Partners
Massachusetts
$261K -$16K -295 -5%
BO
686
BRR OpCo
Ohio
$261K – – –
SS
687
Simplicity Solutions
Minnesota
$255K -$5.8K -107 -2%
BPC
688
Banque Pictet & Cie
Switzerland
$254K -$171K -3,165 -38%
ECM
689
Evergreen Capital Management
Washington
$249K +$40.1K +741 +17%
CIM
690
Contravisory Investment Management
Massachusetts
$248K – – –
MWM
691
Mission Wealth Management
California
$248K +$50.8K +938 +23%
CAGAS
692
Capital Advisory Group Advisory Services
Minnesota
$248K +$218K +4,018 +389%
HWA
693
HHM Wealth Advisors
Tennessee
$246K – – –
IAG
694
Investment Advisory Group
Massachusetts
$246K +$271K +5,000 New
BDF
695
Balasa Dinverno & Foltz
$245K -$270K -4,976 -50%
MA
696
MONECO Advisors
Connecticut
$245K +$77.5K +1,430 +40%
MTWM
697
Masso Torrence Wealth Management
New Jersey
$245K +$271K +4,996 New
FNBT
698
FineMark National Bank & Trust
Florida
$241K – – –
BPA
699
Beacon Pointe Advisors
California
$240K -$14.2K -263 -5%
VFA
700
Valeo Financial Advisors
Indiana
$238K -$9.21K -170 -3%
26 27
28
29 30