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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
801
One Capital Management
California
$229K +$210K +3,195 New
HCWM
802
Harrison & Co Wealth Management
Virginia
$226K +$207K +3,145 New
SAS
803
Sanford Advisory Services
Michigan
$226K +$207K +3,150 New
TCBWMS
804
Texas Capital Bank Wealth Management Services
Texas
$226K +$207K +3,150 New
IIM
805
Ipswich Investment Management
Massachusetts
$225K +$206K +3,125 New
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$224K +$205K +3,115 New
CAN
807
Claraphi Advisory Network
United States
$224K +$205K +3,120 New
PCM
808
Penserra Capital Management
California
$223K +$40.1K +610 +24%
ARC
809
Advisor Resource Council
Texas
$221K +$202K +3,075 New
MC
810
Manteio Capital
New Jersey
$220K +$201K +3,060 New
NCM
811
Noesis Capital Mangement
Florida
$220K +$202K +3,065 New
FNBOO
812
First National Bank of Omaha
Nebraska
$219K -$87.5K -1,330 -30%
JWCA
813
J.W. Cole Advisors
Florida
$218K -$30.9K -470 -13%
LSA
814
L & S Advisors
California
$217K -$1.37M -20,800 -87%
RCM
815
Radnor Capital Management
Pennsylvania
$216K +$197K +3,000 New
QC
816
QCM Cayman
Texas
$216K +$198K +3,010 New
JWCA
817
J.W. Coons Advisors
Ohio
$213K +$195K +2,960 New
BTWM
818
Baker Tilly Wealth Management
Wisconsin
$213K +$195K +2,965 New
ACP
819
Aveo Capital Partners
Colorado
$212K +$194K +2,945 New
FLPIM
820
F.L. Putnam Investment Management
Massachusetts
$210K +$192K +2,915 New
AO
821
Advisor OS
Illinois
$210K +$193K +2,940 New
DSC
822
Duncker Streett & Co
Missouri
$207K – – –
PWA
823
Pillar Wealth Advisors
Pennsylvania
$206K +$189K +2,870 New
GAM
824
Garrison Asset Management
Arkansas
$204K +$187K +2,840 New
CWM
825
Cornerstone Wealth Management
Missouri
$202K +$186K +2,825 New
31 32
33
34 35