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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
701
Donoghue Forlines
Massachusetts
$291K +$16.5K +317 +6%
HWM
702
HB Wealth Management
Georgia
$289K -$104K -2,003 -25%
LHC
703
Little House Capital
Massachusetts
$289K +$308K +5,909 New
IWM
704
IHT Wealth Management
Illinois
$289K -$16.5K -317 -5%
RWM
705
Ritholtz Wealth Management
New York
$288K -$261K -5,000 -46%
SLG
706
Stanley-Laman Group
Pennsylvania
$288K -$59.4K -1,140 -16%
PFS
707
Prospera Financial Services
Texas
$284K – – –
SGI
708
Summit Global Investments
Utah
$283K -$122K -2,346 -29%
BWA
709
Bordeaux Wealth Advisors
California
$282K – – –
PCP
710
Proficio Capital Partners
Massachusetts
$282K +$21.9K +421 +8%
VAS
711
Vestmark Advisory Solutions
Massachusetts
$281K -$36.5K -700 -11%
IWC
712
Integrated Wealth Concepts
Massachusetts
$280K -$32K -615 -10%
SFI
713
Siemens Fonds Invest
Germany
$280K -$63.8K -1,225 -18%
CA
714
Cullinan Associates
Kentucky
$275K +$293K +5,625 New
DWP
715
Daymark Wealth Partners
Ohio
$275K +$293K +5,618 New
SFA
716
Sequoia Financial Advisors
Ohio
$274K +$293K +5,613 New
RWB
717
RMR Wealth Builders
New Jersey
$273K – – –
WAS
718
WESPAC Advisors SoCal
California
$270K -$26.2K -503 -8%
PCS
719
Personal CFO Solutions
New Jersey
$263K +$281K +5,384 New
SS
720
Simplicity Solutions
Minnesota
$261K +$7.61K +146 +3%
CMBA
721
C.M. Bidwell & Associates
Hawaii
$258K +$59.4K +1,140 +28%
FNBOSM
722
First National Bank of South Miami
Florida
$258K -$10.9K -210 -4%
SM
723
STF Management
Texas
$255K +$272K +5,214 New
PPC
724
Park Place Capital
Alabama
$251K +$268K +5,137 New
MCC
725
Money Concepts Capital
Florida
$251K +$19.5K +375 +8%
27 28
29
30 31