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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
776
Azimuth Capital Investment Management
Michigan
$539K
GL
777
Gerber LLC
Ohio
$538K
DIM
778
DC Investments Management
Virginia
$537K
AMBIA
779
Allen Mooney & Barnes Investment Advisors
Georgia
$534K +$8.92K +100 +2%
MTWM
780
Masso Torrence Wealth Management
New Jersey
$532K +$46.6K +522 +9%
CCA
781
Catalyst Capital Advisors
New York
$532K +$29.6K +332 +6%
CI
782
Cigna Investments
Connecticut
$530K +$4.28K +48 +0.8%
RFC
783
Regions Financial Corp
Alabama
$525K +$8.66K +97 +2%
RWM
784
Ritholtz Wealth Management
New York
$521K -$109K -1,221 -16%
MWM
785
Mascagni Wealth Management
Mississippi
$521K
BBHC
786
Brown Brothers Harriman & Co
New York
$518K +$106K +1,189 +24%
EFG
787
Everhart Financial Group
Ohio
$510K +$26.9K +302 +5%
SWM
788
Spire Wealth Management
Virginia
$510K -$1.55M -17,340 -74%
SWA
789
Sax Wealth Advisors
New Jersey
$500K -$11.8K -132 -2%
MSFS
790
Main Street Financial Solutions
Pennsylvania
$496K +$38.6K +433 +8%
AIA
791
AssuredPartners Investment Advisors
Florida
$494K +$4.11K +46 +0.8%
ILI
792
Invesco LLC (Illinois)
Illinois
$493K
BFF
793
Byrne Financial Freedom
Massachusetts
$486K -$293K -3,288 -36%
SS
794
SBI Securities
Japan
$486K +$89.1K +998 +21%
WIS
795
Wright Investors Service
Connecticut
$483K +$95.7K +1,073 +23%
LWM
796
LeConte Wealth Management
Tennessee
$478K +$38.5K +432 +8%
CA
797
Clearstead Advisors
Ohio
$474K -$345K -3,868 -41%
CICI
798
Capital Investment Counsel Inc
North Carolina
$473K -$4.19K -47 -0.8%
UWS
799
Unique Wealth Strategies
Illinois
$464K +$492K +5,519 New
BW
800
BXM Wealth
Colorado
$462K +$80.3K +900 +20%