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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
701
Crew Capital Management
Ohio
$743K +$19.1K +237 +3%
HHCP
702
Hilton Head Capital Partners
South Carolina
$743K +$682K +8,450 +1,320%
SIM
703
Studio Investment Management
Illinois
$732K +$160K +1,987 +28%
DC
704
Davenport & Co
Virginia
$724K -$116K -1,438 -14%
KeyBank National Association
705
KeyBank National Association
Ohio
$723K +$164K +2,027 +30%
PFS
706
Prospera Financial Services
Texas
$721K -$11.2K -139 -2%
SJIM
707
St. Johns Investment Management
Florida
$721K +$34.8K +431 +5%
XSC
708
X-Square Capital
Puerto Rico
$714K +$29.2K +362 +4%
ZF
709
Zhang Financial
Michigan
$707K +$2.91K +36 +0.4%
WQ
710
Wealth Quarterback
New Jersey
$704K +$199K +2,463 +40%
EDRH
711
Edmond de Rothschild Holding
Switzerland
$702K -$64.4K -797 -8%
FCG
712
Fielder Capital Group
Tennessee
$699K +$53.1K +658 +8%
KTM
713
Keeler Thomas Management
Utah
$699K -$9.77K -121 -1%
TW
714
Tempo Wealth
Ohio
$699K +$117K +1,450 +20%
DA
715
Dover Advisors
Virginia
$698K -$31.6K -391 -4%
MOS
716
MGO One Seven
Ohio
$695K +$263K +3,260 +62%
PFWA
717
Paces Ferry Wealth Advisors
Georgia
$693K +$162 +2 +0%
SWM
718
Spire Wealth Management
Virginia
$691K +$318K +3,938 +87%
KCIA
719
Kingsbury Capital Investment Advisors
Illinois
$690K +$682K +8,440 New
FTWA
720
Fifth Third Wealth Advisors
Ohio
$689K +$122K +1,508 +22%
ECM
721
ExodusPoint Capital Management
New York
$689K +$681K +8,434 New
BTI
722
Blue Trust Inc
Georgia
$689K -$23.3K -289 -3%
PP
723
Patron Partners
Texas
$685K -$46.3K -573 -6%
CIAS
724
Capital Investment Advisory Services
North Carolina
$677K +$12.2K +151 +2%
EI
725
Ellevest Inc
New York
$675K +$19.7K +244 +3%