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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
726
Curated Wealth Partners
California
$708K +$163K +1,833 +32%
CMS
727
Capital Market Strategies
Florida
$706K +$13.6K +153 +2%
TAM
728
Trust Asset Management
Texas
$705K
BTI
729
Blue Trust Inc
Georgia
$699K -$598K -6,725 -48%
CI
730
CX Institutional
Indiana
$696K +$1.42K +16 +0.2%
WB
731
WesBanco Bank
West Virginia
$693K
KWM
732
Kaydan Wealth Management
Michigan
$692K -$39.6K -445 -6%
CCWM
733
Cassaday & Co Wealth Management
Virginia
$690K +$354K +3,978 +120%
RGC
734
Roberts, Glore & Co
Illinois
$688K
CA
735
Cache Advisors
California
$688K +$648K +7,285 New
HCA
736
Harbor Capital Advisors
Illinois
$686K +$16K +180 +3%
CC
737
Centiva Capital
New York
$685K -$3.02M -33,948 -82%
HCM
738
Howland Capital Management
Massachusetts
$676K
CSA
739
Cornerstone Select Advisors
Missouri
$672K +$633K +7,113 New
FHB
740
First Hawaiian Bank
Hawaii
$670K +$631K +7,096 New
SPC
741
Sigma Planning Corp
Michigan
$670K -$83.5K -939 -12%
Loomis, Sayles & Company
742
Loomis, Sayles & Company
Massachusetts
$669K
EH
743
Equitable Holdings
New York
$664K +$220K +2,471 +54%
TW
744
Transform Wealth
Colorado
$663K -$8.45K -95 -1%
AWM
745
Ariadne Wealth Management
California
$659K +$56.7K +638 +12%
FCG
746
Fielder Capital Group
Tennessee
$652K +$9.87K +111 +2%
AAIM
747
Asset Advisors Investment Management
Georgia
$651K +$613K +6,895 New
FTWA
748
Fifth Third Wealth Advisors
Ohio
$646K +$9.52K +107 +2%
SF
749
Summit Financial
New Jersey
$644K +$216K +2,434 +55%
XSC
750
X-Square Capital
Puerto Rico
$643K -$267 -3 -0%