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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
826
Axiom Investors
Connecticut
$578K +$609K +6,004 New
TFS
827
Thoroughbred Financial Services
Tennessee
$576K +$85.1K +839 +16%
CIS
828
Custom Index Systems
New York
$574K +$605K +5,967 New
BWA
829
Bordeaux Wealth Advisors
California
$571K -$20.9K -206 -3%
CPA
830
Capital Performance Advisors
California
$570K +$74.4K +734 +14%
RSWM
831
Robertson Stephens Wealth Management
California
$568K -$10.7K -106 -2%
RCA
832
Roberts Capital Advisors
Colorado
$563K +$593K +5,852 New
GIM
833
Generali Investments Management
Slovenia
$563K +$593K +5,846 New
CPC
834
CFC Planning Company
Indiana
$559K +$589K +5,811 New
SFC
835
SYM Financial Corp
Indiana
$559K +$53.4K +527 +10%
BW
836
BXM Wealth
Colorado
$558K – – –
FAM
837
Fairtree Asset Management
South Africa
$554K -$95.6K -943 -14%
GVAG
838
Great Valley Advisor Group
Delaware
$553K +$16.5K +163 +3%
UWS
839
Unique Wealth Strategies
Illinois
$553K -$38.3K -378 -6%
GS
840
GTS Securities
Florida
$551K -$103K -1,020 -15%
LS
841
Livforsakringsbolaget Skandia
Sweden
$550K – – –
CICI
842
Capital Investment Counsel Inc
North Carolina
$546K – – –
CCG
843
Ceeto Capital Group
Florida
$544K – – –
MTWM
844
Masso Torrence Wealth Management
New Jersey
$542K +$47.5K +469 +9%
MSFS
845
Main Street Financial Solutions
Pennsylvania
$540K +$2.64K +26 +0.5%
RPGK
846
Retirement Planning Group (Kansas)
Kansas
$538K +$14.1K +139 +3%
AIA
847
AssuredPartners Investment Advisors
Florida
$537K -$811 -8 -0.1%
AFGAS
848
Allegiance Financial Group Advisory Services
Virginia
$537K +$157K +1,544 +38%
CF
849
Centaurus Financial
California
$536K +$290K +2,860 +106%
HWA
850
HHM Wealth Advisors
Tennessee
$535K +$19.3K +190 +4%
32 33
34
35 36