We are live on ! Find out more
FTNT icon

Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
751
Walled Lake Planning & Wealth Management
Illinois
$12K – – –
PWMG
752
Prestige Wealth Management Group
New Jersey
$12K +$1.49K +35 +17%
BWM
753
Baystate Wealth Management
Massachusetts
$12K +$10.7K +250 New
CG
754
Cutler Group
California
$11K -$48.2K -1,130 -82%
CMBA
755
C.M. Bidwell & Associates
Hawaii
$11K – – –
GWS
756
Glassman Wealth Services
Virginia
$11K +$1.71K +40 +21%
CA
757
Clearstead Advisors
Ohio
$10K -$5.98K -140 -41%
VCM
758
Versant Capital Management
Arizona
$10K – – –
CP
759
Corbenic Partners
Pennsylvania
$8K – – –
BWM
760
BerganKDV Wealth Management
Minnesota
$7K – – –
CFN
761
Cordasco Financial Network
Florida
$7K – – –
CCMW
762
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
BAM
763
Bellevue Asset Management
Washington
$6K – – –
JWM
764
Janiczek Wealth Management
Colorado
$6K – – –
SIAP
765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K – – –
PGWM
766
Parisi Gray Wealth Management
New Jersey
$6K +$5.55K +130 New
First Manhattan
767
First Manhattan
New York
$6K +$6.19K +145 New
ACA
768
Atlas Capital Advisors
Wyoming
$5.48K +$4.91K +115 New
RWM
769
Raffa Wealth Management
District of Columbia
$5K -$213 -5 -5%
EWA
770
Evolution Wealth Advisors
Florida
$5K – – –
JWA
771
JFS Wealth Advisors
Pennsylvania
$5K – – –
SCA
772
Stonebridge Capital Advisors
Minnesota
$5K – – –
LPWM
773
Lake Point Wealth Management
Texas
$5K +$4.27K +100 New
LS
774
Leelyn Smith
Illinois
$4K – – –
TSW
775
Thompson Siegel & Walmsley
Virginia
$4K – – –