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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
701
Jackson Creek Investment Advisors
Colorado
$542K -$10.5K -153 -2%
GL
702
Gerber LLC
Ohio
$533K – – –
FFA
703
Farther Finance Advisors
California
$532K +$177K +2,598 +61%
XSC
704
X-Square Capital
Puerto Rico
$528K +$69.1K +1,012 +17%
FCG
705
Fielder Capital Group
Tennessee
$527K -$1.5K -22 -0.3%
FTWA
706
Fifth Third Wealth Advisors
Ohio
$522K +$34.4K +503 +8%
ACIM
707
Azimuth Capital Investment Management
Michigan
$520K -$13.7K -200 -3%
FCH
708
Freestone Capital Holdings
Washington
$517K +$1.91K +28 +0.4%
AMBIA
709
Allen Mooney & Barnes Investment Advisors
Georgia
$516K -$13.7K -200 -3%
RFG
710
Range Financial Group
Oregon
$512K +$451K +6,606 New
AWM
711
Avitas Wealth Management
California
$512K -$35.6K -521 -7%
LOAMU
712
Lombard Odier Asset Management (USA)
New York
$507K +$447K +6,538 New
CI
713
Cigna Investments
Connecticut
$507K -$17.7K -259 -4%
FC
714
Forte Capital
New York
$506K – – –
GAM
715
GEM Asset Management
Michigan
$506K – – –
XT
716
XTX Topco
Cayman Islands
$503K -$241K -3,524 -35%
WANY
717
Wealthspire Advisors (New York)
New York
$502K +$5.46K +80 +1%
SG
718
Sienna Gestion
France
$501K +$442K +6,475 New
AC
719
Avestar Capital
New York
$498K +$19.3K +283 +5%
LSAG
720
Lake Street Advisors Group
New Hampshire
$498K +$37.6K +550 +9%
KPWS
721
Kestra Private Wealth Services
Texas
$497K +$2.25K +33 +0.5%
DWT
722
Dorsey & Whitney Trust
South Dakota
$496K +$108K +1,588 +33%
RPGK
723
Retirement Planning Group (Kansas)
Kansas
$493K – – –
VWM
724
Valley Wealth Managers
New Jersey
$490K +$80.2K +1,174 +23%
CA
725
Claro Advisors
Massachusetts
$487K +$429K +6,275 New
27 28
29
30 31