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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
701
BRR OpCo
Ohio
$381K – – –
MPM
702
MBB Public Markets
Illinois
$381K +$349K +5,305 New
CAGAS
703
Capital Advisory Group Advisory Services
Minnesota
$380K +$1.65K +25 +0.5%
ATC
704
Argent Trust Co
Tennessee
$367K -$31.6K -480 -9%
PWMG
705
Prestige Wealth Management Group
New Jersey
$360K +$10.9K +165 +3%
HWA
706
HHM Wealth Advisors
Tennessee
$359K – – –
MWM
707
Mission Wealth Management
California
$359K +$4.61K +70 +1%
MFS
708
Monetta Financial Services
Illinois
$359K +$329K +5,000 New
JIP
709
Jaffetilchin Investment Partners
Florida
$355K +$88.2K +1,340 +37%
LCP
710
Legacy Capital Partners
Wisconsin
$355K +$325K +4,940 New
IWA
711
IBEX Wealth Advisors
New Jersey
$352K +$322K +4,900 New
WAP
712
Wealthcare Advisory Partners
Pennsylvania
$351K +$5.92K +90 +2%
PAM
713
Premier Asset Management
Illinois
$350K – – –
CF
714
Centaurus Financial
California
$348K +$318K +4,835 New
DG
715
DMC Group
Alabama
$346K +$423K +6,425 New
DWM
716
Dakota Wealth Management
Florida
$345K +$316K +4,805 New
ACM
717
Azimuth Capital Management
Michigan
$344K -$13.8K -210 -4%
FNBT
718
FineMark National Bank & Trust
Florida
$344K +$1.32K +20 +0.4%
RWB
719
RMR Wealth Builders
New Jersey
$340K – – –
TIAM2
720
Tru Independence Asset Management 2
Oregon
$340K – – –
MRCM
721
M&R Capital Management
New Jersey
$334K -$9.87K -150 -3%
EN1L
722
Engine No 1 LLC
California
$334K +$62.8K +955 +26%
LNC
723
Lincoln National Corp
Pennsylvania
$333K +$7.9K +120 +3%
IWM
724
IHT Wealth Management
Illinois
$332K -$333K -5,055 -52%
TW
725
TrinityPoint Wealth
Connecticut
$331K -$14.8K -225 -5%
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29
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