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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
701
Manchester Capital Management
Vermont
$3K +$1.52K +60 +240%
FGAM
702
Financial Gravity Asset Management
Texas
$3K +$2.53K +100 New
BHWM
703
Bay Harbor Wealth Management
Maryland
$3K +$2.91K +115 New
BSSFA
704
Baron Silver Stevens Financial Advisors
Florida
$3K +$3.16K +125 New
RWM
705
Raffa Wealth Management
District of Columbia
$2.67K – – –
ZB
706
Zions Bancorporation
Utah
$2K -$21.2K -840 -93%
JWM
707
Janiczek Wealth Management
Colorado
$2K -$1.01K -40 -42%
LFG
708
Larson Financial Group
Missouri
$2K – – –
LS
709
Leelyn Smith
Illinois
$2K – – –
TWA
710
TCI Wealth Advisors
Arizona
$2K – – –
VNA
711
Valley National Advisers
Pennsylvania
$2K – – –
Fidelity International
712
Fidelity International
Bermuda
$1K -$126 -5 -9%
EW
713
Evoke Wealth
California
$1K – – –
JFA
714
JNBA Financial Advisors
Minnesota
$1K – – –
MIM
715
Macroview Investment Management
Maryland
$1K – – –
RFA
716
Reilly Financial Advisors
California
$1K – – –
Kayne Anderson Rudnick Investment Management
717
Kayne Anderson Rudnick Investment Management
California
$1K +$758 +30 New
MLFP
718
MPS Loria Financial Planners
Illinois
$1K +$1.14K +45 New
SSWG
719
Seven Springs Wealth Group
Tennessee
$1K +$1.14K +45 New
PFO
720
Pathstone Family Office
New Jersey
$1K +$1.26K +50 New
WRCM
721
Whale Rock Capital Management
Massachusetts
– -$230M -9,770,720 Closed
SLAM
722
Swiss Life Asset Management
– -$20.7M -877,590 Closed
AL
723
AJO LP
Pennsylvania
– -$13M -552,135 Closed
Voloridge Investment Management
724
Voloridge Investment Management
Florida
– -$12.4M -527,025 Closed
Qube Research & Technologies (QRT)
725
Qube Research & Technologies (QRT)
United Kingdom
– -$11.8M -499,705 Closed