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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
776
Parcion Private Wealth
Washington
– -$228K -7,665 Closed
1WA
777
180 Wealth Advisors
Washington
– -$220K -7,410 Closed
NC
778
Nicholas Company
Wisconsin
– -$104K -3,500 Closed
FTDI
779
First Trust Direct Indexing
Massachusetts
– -$102K -3,450 Closed
PWPS
780
Pinnacle Wealth Planning Services
Ohio
– -$90K -3,025 Closed
VCG
781
Vantage Consulting Group
Virginia
– -$81K -2,715 Closed
BWM
782
Birchcreek Wealth Management
Ohio
– -$59K -1,995 Closed
LGA
783
Lebenthal Global Advisors
New York
– -$53K -1,815 Closed
HMS
784
Hanseatic Management Services
New Mexico
– -$52K -1,760 Closed
MIM
785
Meridiem Investment Management
United Kingdom
– -$42K -1,425 Closed
OIM
786
Oder Investment Management
California
– -$37K -1,235 Closed
ICP
787
Interchange Capital Partners
Pennsylvania
– -$27K -925 Closed
AA
788
Ancora Advisors
Ohio
– -$20K -680 Closed
RPWA
789
Regent Peak Wealth Advisors
Georgia
– -$17K -580 Closed
FCH
790
Freestone Capital Holdings
Washington
– -$8.17K -275 Closed
TFGT
791
TS Financial Group (TSFG)
Illinois
– -$7K -220 Closed
BSSFA
792
Baron Silver Stevens Financial Advisors
Florida
– -$3K -125 Closed
BHWM
793
Bay Harbor Wealth Management
Maryland
– -$3K -115 Closed
WAM
794
Wolverine Asset Management
Illinois
– -$3K -105 Closed
MCM
795
Manchester Capital Management
Vermont
– -$3K -85 Closed
SSWG
796
Seven Springs Wealth Group
Tennessee
– -$1K -45 Closed
Kayne Anderson Rudnick Investment Management
797
Kayne Anderson Rudnick Investment Management
California
– -$1K -30 Closed