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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
851
Visionary Wealth Advisors
Illinois
$421K +$108K +1,304 +33%
OIA
852
OneDigital Investment Advisors
Kansas
$419K -$17.3K -208 -4%
MIM
853
Morningstar Investment Management
Illinois
$418K – – –
DIM
854
Delta Investment Management
California
$417K +$10.4K +125 +2%
MOS
855
MGO One Seven
Ohio
$417K -$135K -1,624 -24%
KA
856
Kovack Advisors
Florida
$416K +$89K +1,073 +26%
HWA
857
HHM Wealth Advisors
Tennessee
$416K +$434K +5,234 New
PWMAG
858
Pinnacle Wealth Management Advisory Group
New Jersey
$415K +$433K +5,220 New
SCP
859
Sivia Capital Partners
California
$414K +$433K +5,215 New
TPCW
860
TD Private Client Wealth
New York
$410K +$46.2K +557 +12%
AWA
861
Acorn Wealth Advisors
Michigan
$406K -$166 -2 -0%
SS
862
SBI Securities
Japan
$402K -$59.1K -712 -12%
IAG
863
Investment Advisory Group
Massachusetts
$402K – – –
GF
864
Gabelli Funds
New York
$400K +$82.9K +1,000 +25%
FA
865
Fiduciary Alliance
South Carolina
$399K -$5.31K -64 -1%
CCA
866
Conestoga Capital Advisors
Pennsylvania
$398K -$182K -2,195 -30%
ORG
867
Optimist Retirement Group
Washington
$398K +$10.1K +122 +2%
GC
868
Garde Capital
Washington
$397K -$2.07K -25 -0.5%
ZIG
869
Zuckerman Investment Group
Illinois
$397K – – –
PF
870
Phoenix Financial
Israel
$395K +$62.5K +754 +18%
YMRC
871
Yorktown Management & Research Company
Virginia
$393K – – –
JCIA
872
Jackson Creek Investment Advisors
Colorado
$390K -$12.8K -154 -3%
BW
873
BXM Wealth
Colorado
$389K -$49.8K -600 -11%
AC
874
Avestar Capital
New York
$389K -$225K -2,716 -36%
SDIC
875
South Dakota Investment Council
South Dakota
$388K -$24.9K -300 -6%