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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
751
Evergreen Capital Management
Washington
$295K +$5.26K +80 +2%
APW
752
Austin Private Wealth
Texas
$295K +$270K +4,105 New
DWA
753
Douglass Winthrop Advisors
New York
$294K -$8.23K -125 -3%
BG
754
Bellevue Group
Switzerland
$289K -$460K -6,985 -64%
SF
755
Summit Financial
New Jersey
$289K +$264K +4,015 New
CA
756
Cullinan Associates
Kentucky
$288K – – –
FNWM
757
Financial Network Wealth Management
Utah
$288K – – –
PIM
758
Penobscot Investment Management
Massachusetts
$288K – – –
LWA
759
Lineweaver Wealth Advisors
Ohio
$287K – – –
HHGA
760
Halbert Hargrove Global Advisors
California
$286K -$3.95K -60 -1%
PA
761
Pinnacle Associates
New York
$281K – – –
QPWM
762
Quadrant Private Wealth Management
Pennsylvania
$277K -$658 -10 -0.3%
BC
763
Burleson & Co
California
$272K -$148K -2,250 -37%
HWA
764
Heritage Wealth Advisors
Virginia
$270K – – –
GA
765
GraniteShares Advisors
New York
$270K +$248K +3,765 New
FNT
766
First Nebraska Trust
Nebraska
$270K – – –
PPW
767
Parcion Private Wealth
Washington
$268K – – –
CIA
768
Capital Investment Advisors
Georgia
$267K – – –
QPW
769
Quantum Private Wealth
Florida
$266K +$244K +3,705 New
PCS
770
Personal CFO Solutions
New Jersey
$265K -$73.7K -1,120 -23%
BL
771
Balentine LLC
Georgia
$265K +$242K +3,680 New
VA
772
Valmark Advisers
Ohio
$264K -$73K -1,110 -23%
DC
773
Davenport & Co
Virginia
$263K – – –
PTC
774
Philadelphia Trust Company
Pennsylvania
$262K +$240K +3,650 New
CAG
775
Crestwood Advisors Group
Massachusetts
$258K -$26.3K -400 -10%
29 30
31
32 33