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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
776
CX Institutional
Indiana
$699K -$10K -99 -1%
CA
777
Claro Advisors
Massachusetts
$699K +$144K +1,418 +24%
SPC
778
Sigma Planning Corp
Michigan
$696K +$13.5K +133 +2%
ETC
779
Exchange Traded Concepts
Oklahoma
$692K -$1.78M -17,519 -71%
ECM
780
Evergreen Capital Management
Washington
$691K +$95.6K +943 +15%
HCM
781
Howland Capital Management
Massachusetts
$688K – – –
NFG
782
Nations Financial Group
Iowa
$688K +$725K +7,147 New
SGI
783
Summit Global Investments
Utah
$683K +$307K +3,026 +74%
CA
784
Clearstead Advisors
Ohio
$681K +$263K +2,594 +58%
CI
785
Corient IA
Florida
$674K +$710K +7,000 New
CIA
786
Capital Investment Advisors
Georgia
$673K +$61.3K +605 +9%
VWM
787
Valley Wealth Managers
New Jersey
$672K +$28.2K +278 +4%
FTWA
788
Fifth Third Wealth Advisors
Ohio
$671K +$13.7K +135 +2%
KWM
789
Kaydan Wealth Management
Michigan
$669K -$38.2K -377 -5%
CSA
790
Cornerstone Select Advisors
Missouri
$666K -$19.4K -191 -3%
DWT
791
Dorsey & Whitney Trust
South Dakota
$666K +$17.2K +170 +3%
SF
792
Summit Financial
New Jersey
$658K +$1.82K +18 +0.3%
QPW
793
Quantum Private Wealth
Florida
$655K – – –
RWM
794
Ritholtz Wealth Management
New York
$654K +$191K +1,885 +38%
LGA
795
Lebenthal Global Advisors
New York
$652K +$456K +4,494 +198%
BWM
796
Bullock Wealth Management
Indiana
$645K +$304K +2,997 +82%
SCM
797
SCS Capital Management
Massachusetts
$643K +$677K +6,677 New
TW
798
Transform Wealth
Colorado
$643K -$34.3K -338 -5%
WPC
799
Wedmont Private Capital
Pennsylvania
$630K +$65.1K +642 +11%
FC
800
Forte Capital
New York
$628K – – –
30 31
32
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