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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
776
Clear Creek Financial Management
Washington
$539K +$572K +6,413 New
ACIM
777
Azimuth Capital Investment Management
Michigan
$539K – – –
GL
778
Gerber LLC
Ohio
$538K – – –
DIM
779
DC Investments Management
Virginia
$537K – – –
AMBIA
780
Allen Mooney & Barnes Investment Advisors
Georgia
$534K +$8.92K +100 +2%
MTWM
781
Masso Torrence Wealth Management
New Jersey
$532K +$46.6K +522 +9%
CCA
782
Catalyst Capital Advisors
New York
$532K +$29.6K +332 +6%
CI
783
Cigna Investments
Connecticut
$530K +$4.28K +48 +0.8%
RFC
784
Regions Financial Corp
Alabama
$525K +$8.66K +97 +2%
RWM
785
Ritholtz Wealth Management
New York
$521K -$109K -1,221 -16%
MWM
786
Mascagni Wealth Management
Mississippi
$521K – – –
BBHC
787
Brown Brothers Harriman & Co
New York
$518K +$106K +1,189 +24%
EFG
788
Everhart Financial Group
Ohio
$510K +$26.9K +302 +5%
SWM
789
Spire Wealth Management
Virginia
$510K -$1.55M -17,340 -74%
SWA
790
Sax Wealth Advisors
New Jersey
$500K -$11.8K -132 -2%
MSFS
791
Main Street Financial Solutions
Pennsylvania
$496K +$38.6K +433 +8%
AIA
792
AssuredPartners Investment Advisors
Florida
$494K +$4.11K +46 +0.8%
ILI
793
Invesco LLC (Illinois)
Illinois
$493K – – –
BFF
794
Byrne Financial Freedom
Massachusetts
$486K -$293K -3,288 -36%
SS
795
SBI Securities
Japan
$486K +$89.1K +998 +21%
WIS
796
Wright Investors Service
Connecticut
$483K +$95.7K +1,073 +23%
LWM
797
LeConte Wealth Management
Tennessee
$478K +$38.5K +432 +8%
CA
798
Clearstead Advisors
Ohio
$474K -$345K -3,868 -41%
CICI
799
Capital Investment Counsel Inc
North Carolina
$473K -$4.19K -47 -0.8%
UWS
800
Unique Wealth Strategies
Illinois
$464K +$492K +5,519 New
30 31
32
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