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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
GC
726
Gould Capital
Washington
$908K +$956K +9,428 New
WH
727
Willner & Heller
California
$905K – – –
DA
728
Dover Advisors
Virginia
$901K -$392K -3,863 -29%
TA
729
TruWealth Advisors
Louisiana
$880K +$22.7K +224 +3%
WCA
730
Westover Capital Advisors
Delaware
$879K +$926K +9,132 New
GT
731
Glenview Trust
Kentucky
$878K -$9.43K -93 -1%
CRWM
732
Castle Rock Wealth Management
California
$877K -$342K -3,373 -27%
CIG
733
Cascade Investment Group
Colorado
$874K – – –
BFF
734
Byrne Financial Freedom
Massachusetts
$873K -$10.1K -100 -1%
SSWM
735
Sheets Smith Wealth Management
North Carolina
$859K -$168K -1,660 -16%
ZF
736
Zhang Financial
Michigan
$855K +$912 +9 +0.1%
ACS
737
Archford Capital Strategies
Illinois
$853K +$466K +4,598 +108%
BRWA
738
B. Riley Wealth Advisors
Florida
$853K +$898K +8,859 New
AAB
739
ABN AMRO Bank
Netherlands
$846K +$52.8K +521 +6%
DC
740
Davenport & Co
Virginia
$839K +$18.1K +179 +2%
PFWA
741
Paces Ferry Wealth Advisors
Georgia
$820K +$203 +2 +0%
GA
742
GraniteShares Advisors
New York
$817K -$103K -1,013 -11%
EW
743
Evoke Wealth
California
$816K +$209K +2,059 +32%
Capstone Investment Advisors
744
Capstone Investment Advisors
New York
$812K +$855K +8,435 New
Marshall Wace
745
Marshall Wace
United Kingdom
$810K -$112M -1,108,975 -99%
KRW
746
Kaufman Rossin Wealth
Florida
$809K +$615K +6,064 +259%
FFM
747
Forum Financial Management
Illinois
$806K +$203 +2 +0%
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$795K -$52K -513 -6%
SOS
749
Silver Oak Securities
Tennessee
$791K +$498K +4,916 +150%
MCM
750
Mainstay Capital Management
Michigan
$787K -$4.36K -43 -0.5%