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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Claro Advisors
Massachusetts
$699K +$144K +1,418 +24%
SPC
777
Sigma Planning Corp
Michigan
$696K +$13.5K +133 +2%
ETC
778
Exchange Traded Concepts
Oklahoma
$692K -$1.78M -17,519 -71%
ECM
779
Evergreen Capital Management
Washington
$691K +$95.6K +943 +15%
HCM
780
Howland Capital Management
Massachusetts
$688K – – –
NFG
781
Nations Financial Group
Iowa
$688K +$725K +7,147 New
SGI
782
Summit Global Investments
Utah
$683K +$307K +3,026 +74%
CA
783
Clearstead Advisors
Ohio
$681K +$263K +2,594 +58%
CI
784
Corient IA
Florida
$674K +$710K +7,000 New
CIA
785
Capital Investment Advisors
Georgia
$673K +$61.3K +605 +9%
VWM
786
Valley Wealth Managers
New Jersey
$672K +$28.2K +278 +4%
FTWA
787
Fifth Third Wealth Advisors
Ohio
$671K +$13.7K +135 +2%
KWM
788
Kaydan Wealth Management
Michigan
$669K -$38.2K -377 -5%
CSA
789
Cornerstone Select Advisors
Missouri
$666K -$19.4K -191 -3%
DWT
790
Dorsey & Whitney Trust
South Dakota
$666K +$17.2K +170 +3%
SF
791
Summit Financial
New Jersey
$658K +$1.82K +18 +0.3%
QPW
792
Quantum Private Wealth
Florida
$655K – – –
RWM
793
Ritholtz Wealth Management
New York
$654K +$191K +1,885 +38%
LGA
794
Lebenthal Global Advisors
New York
$652K +$456K +4,494 +198%
SCM
795
SCS Capital Management
Massachusetts
$643K +$677K +6,677 New
TW
796
Transform Wealth
Colorado
$643K -$34.3K -338 -5%
WPC
797
Wedmont Private Capital
Pennsylvania
$630K +$65.1K +642 +11%
FC
798
Forte Capital
New York
$628K – – –
GAM
799
GEM Asset Management
Michigan
$628K – – –
CCA
800
Catalyst Capital Advisors
New York
$628K +$16.6K +164 +3%
30 31
32
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