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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
826
OneAscent Financial Services
Alabama
$474K +$446K +5,018 New
RFC
827
Regions Financial Corp
Alabama
$474K -$5.87K -66 -1%
SAS
828
Spurstone Advisory Services
Connecticut
$472K +$445K +5,000 New
YMRC
829
Yorktown Management & Research Company
Virginia
$468K – – –
CFP
830
Catalyst Financial Partners
Massachusetts
$468K +$16.7K +188 +4%
RWM
831
Ritholtz Wealth Management
New York
$464K +$130K +1,465 +43%
ORG
832
Optimist Retirement Group
Washington
$463K -$15.6K -175 -3%
CE
833
Cornerstone Enterprises
Wisconsin
$463K +$436K +4,903 New
FTUS
834
Flow Traders U.S.
New York
$462K +$435K +4,891 New
ICP
835
Interchange Capital Partners
Pennsylvania
$460K +$394K +4,435 New
ALAM
836
Asahi Life Asset Management
Japan
$454K -$75.6K -850 -15%
FIM
837
Freedom Investment Management
Connecticut
$449K +$76.6K +861 +22%
CTC
838
Central Trust Company
Missouri
$448K +$145K +1,627 +52%
WANY
839
Wealthspire Advisors (New York)
New York
$446K -$156K -1,754 -27%
TFIPS
840
Towarzystwo Funduszy Inwestycyjnych PZU SA
$442K +$34.7K +390 +9%
MMM
841
Mendel Money Management
Illinois
$440K – – –
BCM
842
Brookstone Capital Management
Illinois
$438K +$1.42K +16 +0.3%
PAG
843
Poinciana Advisors Group
Florida
$436K +$411K +4,616 New
GF
844
Gries Financial
Ohio
$435K +$66K +742 +19%
PTC
845
Petrus Trust Company
Texas
$434K +$36K +405 +10%
BAM
846
Belpointe Asset Management
Nevada
$432K -$36.2K -407 -7%
MLA
847
My Legacy Advisors
Oregon
$431K -$6.14K -69 -1%
CAGAS
848
Capital Advisory Group Advisory Services
Minnesota
$429K – – –
FA
849
Fedenia Advisers
Wisconsin
$428K +$403K +4,535 New
WWM
850
Western Wealth Management
Colorado
$427K -$69.1K -777 -15%
32 33
34
35 36