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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$215K -$808 -13 -0.4%
GL
852
Graypoint LLC
New York
$215K +$32.5K +523 +17%
LWM
853
Lodestone Wealth Management
Washington
$212K +$12.9K +208 +6%
SFC
854
SYM Financial Corp
Indiana
$211K +$218K +3,508 New
WA
855
Waddell & Associates
Tennessee
$211K
CGL
856
Clarius Group LLC
Washington
$211K -$12.3K -198 -5%
IAS
857
Insigneo Advisory Services
Florida
$211K +$34.2K +550 +17%
JWS
858
Juncture Wealth Strategies
Arizona
$211K -$621K -9,987 -74%
BBHC
859
Brown Brothers Harriman & Co
New York
$210K
PP
860
PDS Planning
Ohio
$209K +$33.3K +536 +18%
FIM
861
Freedom Investment Management
Connecticut
$208K
IAIM
862
International Assets Investment Management
Florida
$206K -$51.7K -831 -20%
EWM
863
Elevatus Welath Management
New York
$206K +$5.22K +84 +3%
PA
864
Pinnacle Associates
New York
$205K -$4.1K -66 -2%
IC
865
Inscription Capital
Texas
$204K +$211K +3,390 New
SSWM
866
Sheets Smith Wealth Management
North Carolina
$204K +$9.33K +150 +5%
MG
867
Marex Group
$201K +$208K +3,337 New
CI Investments Inc
868
CI Investments Inc
Ontario, Canada
$198K -$38.2K -614 -16%
FFA
869
Fairfield Financial Advisors
Massachusetts
$194K +$200K +3,220 New
PMFA
870
Plante Moran Financial Advisors
Michigan
$193K
PIM
871
Plato Investment Management
Australia
$189K
TCA
872
Trifecta Capital Advisors
Illinois
$173K
DSC
873
Duncker Streett & Co
Missouri
$173K
TCOV
874
Trust Company of Vermont
Vermont
$172K -$2.92K -47 -2%
SIM
875
Sentry Investment Management
Wisconsin
$170K -$35.9K -578 -17%