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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
726
Veracity Capital
Georgia
$331K +$303K +4,600 New
SICM
727
Sustainable Insight Capital Management
New York
$329K +$301K +4,580 New
CIC
728
Chase Investment Counsel
Virginia
$328K – – –
CWP
729
Capital Wealth Planning
Florida
$328K +$300K +4,555 New
SSB
730
Sandy Spring Bank
Maryland
$323K -$13.5K -205 -4%
RWA
731
Redhawk Wealth Advisors
Minnesota
$323K +$54K +820 +22%
SG
732
StoneX Group
New York
$321K +$294K +4,465 New
WT
733
Washington Trust
Rhode Island
$320K – – –
EW
734
Evoke Wealth
California
$319K +$291K +4,415 +22,075%
NP
735
NorthRock Partners
Minnesota
$318K +$291K +4,425 New
GFP
736
Gryphon Financial Partners
Ohio
$317K -$48K -730 -14%
CS
737
Comerica Securities
Michigan
$315K -$6.25K -95 -2%
FI
738
Fosun International
China
$315K +$283K +4,300 New
HF
739
Halpern Financial
Virginia
$315K -$32.9K -500 -10%
BPA
740
Beacon Pointe Advisors
California
$313K -$24.4K -370 -8%
AF
741
Advisornet Financial
Minnesota
$310K +$12.8K +195 +5%
TLCM
742
Twin Lakes Capital Management
California
$309K – – –
FNBOSM
743
First National Bank of South Miami
Florida
$303K +$4.61K +70 +2%
HWIS
744
Hancock Whitney Investment Services
Louisiana
$303K +$277K +4,210 New
SL
745
Stevard LLC
Illinois
$300K +$3.62K +55 +1%
ESB
746
Essex Savings Bank
Connecticut
$300K +$274K +4,170 New
HH
747
Hilltop Holdings
Texas
$299K +$274K +4,165 New
DBT
748
Dubuque Bank & Trust
Iowa
$298K – – –
BPWM
749
Badgley Phelps Wealth Managers
Washington
$297K – – –
AWA
750
Arete Wealth Advisors
Illinois
$297K +$292K +4,440 New
28 29
30
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