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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
726
Empirical Asset Management
Massachusetts
$663K -$520K -6,275 -43%
AAMU
727
AEGON Asset Management (UK)
United Kingdom
$663K +$150K +1,805 +28%
WAP
728
Wealthcare Advisory Partners
Pennsylvania
$659K +$40.6K +490 +6%
FNBT
729
FineMark National Bank & Trust
Florida
$656K -$61.9K -746 -8%
WA
730
Waverly Advisors
Alabama
$652K +$358K +4,311 +110%
EW
731
Expressive Wealth
Illinois
$646K +$674K +8,131 New
SIC
732
Salem Investment Counselors
North Carolina
$646K – – –
CIAS
733
Capital Investment Advisory Services
North Carolina
$646K +$105K +1,266 +18%
SPC
734
Sigma Planning Corp
Michigan
$639K +$50K +603 +8%
EI
735
Ellevest Inc
New York
$637K -$14.7K -177 -2%
AWM
736
Atticus Wealth Management
Florida
$632K – – –
FRM
737
Fox Run Management
Connecticut
$631K +$660K +7,952 New
FCG
738
Fielder Capital Group
Tennessee
$627K +$96.8K +1,167 +17%
SFS
739
Stiles Financial Services
Minnesota
$625K +$350K +4,215 +115%
VWM
740
Valley Wealth Managers
New Jersey
$624K +$8.87K +107 +1%
ACS
741
Archford Capital Strategies
Illinois
$619K +$12.8K +154 +2%
AU
742
AlphaGrep UK
$618K +$646K +7,785 New
PA
743
Probity Advisors
Texas
$615K +$370K +4,466 +136%
WPC
744
Wedmont Private Capital
Pennsylvania
$610K +$69.9K +843 +12%
FCH
745
Freestone Capital Holdings
Washington
$602K -$4.81K -58 -0.8%
EWA
746
EverSource Wealth Advisors
Alabama
$602K +$384K +4,629 +157%
GS
747
GTS Securities
Florida
$598K -$457K -5,510 -42%
MYAM
748
Meiji Yasuda Asset Management
Japan
$597K +$71.1K +857 +13%
NAM
749
NTV Asset Management
West Virginia
$596K – – –
NCM
750
Northside Capital Management
Oregon
$596K +$207K +2,500 +50%
28 29
30
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