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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
751
CFC Planning Company
Indiana
$582K +$114K +1,278 +23%
WQ
752
Wealth Quarterback
New Jersey
$579K -$95.8K -1,074 -13%
MOS
753
MGO One Seven
Ohio
$578K +$71.9K +806 +13%
CIAS
754
Capital Investment Advisory Services
North Carolina
$577K +$155K +1,732 +34%
KWM
755
Kaydan Wealth Management
Michigan
$576K -$2.23K -25 -0.4%
WPC
756
Wedmont Private Capital
Pennsylvania
$576K -$34.7K -389 -5%
AAIS
757
ABN AMRO Investment Solutions
$574K -$68.5K -768 -10%
AZ
758
Alpha Zero
Florida
$574K +$116K +1,297 +23%
SGI
759
Summit Global Investments
Utah
$573K -$17.8K -200 -3%
PA
760
Parallel Advisors
California
$572K -$48.7K -546 -7%
JWM
761
JPL Wealth Management
Colorado
$572K +$33.6K +377 +6%
HCM
762
Howland Capital Management
Massachusetts
$572K – – –
CAU
763
Caxton Associates (UK)
$567K -$2.75M -30,863 -82%
FCG
764
Fielder Capital Group
Tennessee
$566K -$24K -269 -4%
QPW
765
Quantum Private Wealth
Florida
$564K -$8.92K -100 -1%
BWS
766
Buck Wealth Strategies
Colorado
$564K +$598K +6,702 New
MYAM
767
Meiji Yasuda Asset Management
Japan
$560K -$2.03M -22,696 -77%
ICP
768
Interchange Capital Partners
Pennsylvania
$559K +$84.5K +947 +17%
SCM
769
SCS Capital Management
Massachusetts
$558K -$3.57K -40 -0.6%
CE
770
Cornerstone Enterprises
Wisconsin
$555K +$28.5K +319 +5%
HIM
771
Hillsdale Investment Management
Ontario, Canada
$555K +$107K +1,200 +22%
GAM
772
GEM Asset Management
Michigan
$552K – – –
AAMU
773
AEGON Asset Management (UK)
United Kingdom
$550K +$282K +3,161 +93%
SC
774
Syon Capital
California
$544K +$41.6K +466 +8%
CCFM
775
Clear Creek Financial Management
Washington
$539K +$572K +6,413 New
29 30
31
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