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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CG
751
Cynosure Group
Utah
$425K -$88.1K -1,290 -19%
BC
752
Bridgefront Capital
Texas
$425K +$374K +5,479 New
SC
753
Syon Capital
California
$423K +$7.24K +106 +2%
ACS
754
Archford Capital Strategies
Illinois
$423K -$8.06K -118 -2%
EWM
755
Empirical Wealth Management
Washington
$422K +$342 +5 +0.1%
WPC
756
Wedmont Private Capital
Pennsylvania
$419K +$71.4K +1,045 +24%
MIS
757
Morningstar Investment Services
Illinois
$416K +$29.4K +430 +9%
MFS
758
Mattson Financial Services
Michigan
$413K -$6.01K -88 -1%
SA
759
SpiderRock Advisors
Delaware
$411K -$903K -13,215 -71%
PCM
760
Pennsylvania Capital Management
Pennsylvania
$410K +$1.91K +28 +0.5%
AWM
761
Angeles Wealth Management
California
$410K +$362K +5,293 New
WWM
762
Western Wealth Management
Colorado
$410K +$362K +5,293 New
BWM
763
Birchcreek Wealth Management
Ohio
$409K +$6.83K +100 +2%
EW
764
Evoke Wealth
California
$407K +$359K +5,250 New
MA
765
MONECO Advisors
Connecticut
$405K -$27.5K -403 -7%
IWM
766
IHT Wealth Management
Illinois
$402K +$16.6K +243 +5%
TCM
767
TD Capital Management
Tennessee
$401K
CWM
768
Connecticut Wealth Management
Connecticut
$400K +$38.1K +557 +12%
AWM
769
Activest Wealth Management
Florida
$400K +$352K +5,153 New
TFS
770
Thoroughbred Financial Services
Tennessee
$399K
FNBT
771
FineMark National Bank & Trust
Florida
$396K +$7.99K +117 +2%
RFC
772
Regions Financial Corp
Alabama
$394K +$8.2K +120 +2%
ORG
773
Optimist Retirement Group
Washington
$394K +$347K +5,080 New
CIM
774
Chiron Investment Management
New York
$394K +$347K +5,076 New
MTWM
775
Masso Torrence Wealth Management
New Jersey
$393K +$5.88K +86 +2%