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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
776
Bordeaux Wealth Advisors
California
$580K +$23.4K +263 +4%
UWS
777
Unique Wealth Strategies
Illinois
$578K -$8.98K -101 -2%
AF
778
Allworth Financial
California
$573K +$29.3K +329 +6%
WAM
779
Weiss Asset Management
Massachusetts
$572K -$10.8M -121,775 -95%
RSWM
780
Robertson Stephens Wealth Management
California
$568K +$1.16K +13 +0.2%
CMI
781
Clare Market Investments
Texas
$567K
SI
782
Stephens Inc
Arkansas
$564K -$430K -4,840 -45%
QAM
783
Q3 Asset Management
Michigan
$552K -$114K -1,286 -18%
CA
784
Claro Advisors
Massachusetts
$552K -$38.5K -433 -7%
WPC
785
Wedmont Private Capital
Pennsylvania
$549K +$35.8K +402 +7%
BW
786
BXM Wealth
Colorado
$548K +$516K +5,800 New
PCP
787
Proficio Capital Partners
Massachusetts
$547K +$251K +2,827 +95%
AZ
788
Alpha Zero
Florida
$545K +$513K +5,768 New
DS
789
DRW Securities
Illinois
$542K +$510K +5,736 New
MA
790
MONECO Advisors
Connecticut
$541K +$45.4K +510 +10%
LS
791
Livforsakringsbolaget Skandia
Sweden
$540K
I
792
InceptionR
California
$537K +$506K +5,684 New
CICI
793
Capital Investment Counsel Inc
North Carolina
$536K
CCG
794
Ceeto Capital Group
Florida
$534K
CI Investments Inc
795
CI Investments Inc
Ontario, Canada
$533K +$116K +1,305 +30%
KeyBank National Association
796
KeyBank National Association
Ohio
$532K -$400K -4,497 -44%
NWMG
797
National Wealth Management Group
Ohio
$530K +$499K +5,610 New
AIA
798
AssuredPartners Investment Advisors
Florida
$528K +$497K +5,591 New
MSFS
799
Main Street Financial Solutions
Pennsylvania
$528K -$17K -191 -3%
GVAG
800
Great Valley Advisor Group
Delaware
$527K +$110K +1,242 +29%