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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
726
Permanent Capital Management
Illinois
$386K +$227K +3,647 New
WANY
727
Wealthspire Advisors (New York)
New York
$385K -$9.58K -154 -2%
KPWS
728
Kestra Private Wealth Services
Texas
$384K -$328K -5,278 -45%
RPGK
729
Retirement Planning Group (Kansas)
Kansas
$383K +$395K +6,351 New
FTWA
730
Fifth Third Wealth Advisors
Ohio
$375K +$387K +6,223 New
RSWM
731
Robertson Stephens Wealth Management
California
$373K -$114K -1,839 -23%
AC
732
Avestar Capital
New York
$370K +$52K +836 +16%
BIA
733
Benchmark Investment Advisors
Illinois
$367K -$474K -7,629 -56%
AWA
734
Arete Wealth Advisors
Illinois
$366K +$377K +6,058 New
BAM
735
Belpointe Asset Management
Nevada
$365K -$1.36M -21,841 -78%
SOW
736
State of Wyoming
Wyoming
$364K +$375K +6,032 New
UB
737
UMB Bank
Missouri
$360K +$13.7K +220 +4%
CG
738
Carmignac Gestion
France
$359K -$947K -15,226 -72%
RAM
739
Ramirez Asset Management
New York
$355K – – –
LSAG
740
Lake Street Advisors Group
New Hampshire
$354K +$29.4K +472 +9%
SI
741
Stephens Inc
Arkansas
$354K +$7.46K +120 +2%
PAS
742
Park Avenue Securities
New York
$350K -$63.9K -1,027 -15%
XSC
743
X-Square Capital
Puerto Rico
$349K +$10.9K +176 +3%
FIA
744
FNY Investment Advisers
New York
$347K +$359K +5,770 New
PCP
745
Proficio Capital Partners
Massachusetts
$346K +$187 +3 +0.1%
SCA
746
Snowden Capital Advisors
New York
$346K -$68K -1,093 -16%
CICI
747
Capital Investment Counsel Inc
North Carolina
$342K – – –
FNT
748
First National Trust
Pennsylvania
$341K -$292K -4,691 -45%
DIM
749
Delta Investment Management
California
$340K -$10.4K -167 -3%
DFCM
750
Dark Forest Capital Management
Puerto Rico
$340K +$111K +1,792 +47%
28 29
30
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