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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
701
FourThought Financial Partners
Florida
$579K +$15K +221 +3%
ZF
702
Zhang Financial
Michigan
$579K -$1.5K -22 -0.3%
SIC
703
Salem Investment Counselors
North Carolina
$574K +$57.8K +850 +13%
RC
704
Rovin Capital
Arizona
$574K -$58.2K -856 -10%
PCM
705
Penserra Capital Management
California
$572K -$3.25M -47,808 -86%
GIA
706
Gladstone Institutional Advisory
Florida
$568K -$748 -11 -0.1%
FFM
707
Forum Financial Management
Illinois
$567K – – –
NAM
708
NTV Asset Management
West Virginia
$567K – – –
VFA
709
Valeo Financial Advisors
Indiana
$566K -$95.5K -1,405 -16%
TAM
710
Trust Asset Management
Texas
$564K – – –
KCM
711
Kornitzer Capital Management
Kansas
$559K – – –
PFS
712
Prospera Financial Services
Texas
$556K -$4.04M -59,353 -89%
USCWA
713
U.S. Capital Wealth Advisors
Texas
$553K +$498K +7,319 New
CA
714
CoreCap Advisors
Michigan
$553K +$498K +7,316 New
DF
715
Donoghue Forlines
Massachusetts
$553K +$147K +2,157 +42%
MLA
716
My Legacy Advisors
Oregon
$548K +$6.12K +90 +1%
BAM
717
Belpointe Asset Management
Nevada
$534K -$496K -7,287 -51%
BS
718
Bessemer Securities
New York
$533K – – –
JSC
719
Jackson Square Capital
California
$531K +$478K +7,029 New
SWM
720
Silverlake Wealth Management
Vermont
$529K -$22.1K -325 -4%
SGI
721
Summit Global Investments
Utah
$526K +$242K +3,566 +105%
FNBT
722
FineMark National Bank & Trust
Florida
$522K +$175K +2,579 +60%
GA
723
Geller Advisors
New York
$521K +$468K +6,886 New
GVAG
724
Great Valley Advisor Group
Delaware
$520K +$36.7K +540 +9%
BP
725
Ballentine Partners
Massachusetts
$516K +$208K +3,059 +81%
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