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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
751
Capital Investment Counsel Inc
North Carolina
$387K – – –
XSC
752
X-Square Capital
Puerto Rico
$384K -$516K -7,758 -58%
BWA
753
Bordeaux Wealth Advisors
California
$383K +$5.39K +81 +1%
IBOK
754
Independence Bank of Kentucky
Kentucky
$382K – – –
VWM
755
Valley Wealth Managers
New Jersey
$382K +$58K +871 +18%
GVAG
756
Great Valley Advisor Group
Delaware
$379K +$2.46K +37 +0.7%
LSAG
757
Lake Street Advisors Group
New Hampshire
$369K +$14K +211 +4%
RCAG
758
Rehmann Capital Advisory Group
Michigan
$368K -$70.6K -1,061 -16%
BSW
759
Buckingham Strategic Wealth
Missouri
$367K -$128K -1,920 -26%
GIA
760
Gladstone Institutional Advisory
Florida
$367K -$46.4K -697 -11%
CG
761
Cynosure Group
Utah
$365K +$356K +5,344 New
IWM
762
IHT Wealth Management
Illinois
$363K -$11.8K -178 -3%
SC
763
Syon Capital
California
$363K +$14.4K +216 +4%
AC
764
Avestar Capital
New York
$362K -$92.5K -1,389 -21%
PCM
765
Pennsylvania Capital Management
Pennsylvania
$360K – – –
MA
766
MONECO Advisors
Connecticut
$356K +$13.3K +200 +4%
VI
767
Versor Investments
New York
$354K -$694K -10,427 -67%
BWM
768
Birchcreek Wealth Management
Ohio
$353K +$344K +5,170 New
TCM
769
TD Capital Management
Tennessee
$353K +$72.7K +1,092 +27%
MLA
770
My Legacy Advisors
Oregon
$352K – – –
DWT
771
Dorsey & Whitney Trust
South Dakota
$351K +$342K +5,140 New
FNBT
772
FineMark National Bank & Trust
Florida
$351K +$932 +14 +0.3%
EW
773
Evoke Wealth
California
$350K +$341K +5,121 New
HWA
774
HHM Wealth Advisors
Tennessee
$350K – – –
MLIC
775
Mandatum Life Insurance Company
Finland
$348K – – –
29 30
31
32 33