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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
876
Mattson Financial Services
Michigan
$765K +$20.2K +175 +4%
PP
877
PDS Planning
Ohio
$762K +$7.63K +66 +1%
YMRC
878
Yorktown Management & Research Company
Virginia
$760K – – –
LIA
879
Limestone Investment Advisors
New York
$760K +$572K +4,949 New
RSWM
880
Robertson Stephens Wealth Management
California
$757K -$68.1K -589 -11%
ATC
881
Argent Trust Co
Tennessee
$752K +$31.8K +275 +6%
CC
882
Centiva Capital
New York
$750K -$1.89M -16,319 -77%
PFS
883
Prospera Financial Services
Texas
$746K -$458K -3,964 -45%
VAS
884
Vestmark Advisory Solutions
Massachusetts
$744K +$208K +1,799 +59%
ST
885
Spinnaker Trust
Maine
$743K – – –
UOTTAIMCU
886
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$741K +$557K +4,822 New
FA
887
Faithward Advisors
Pennsylvania
$740K +$557K +4,818 New
CAM
888
Close Asset Management
United Kingdom
$737K -$7.51K -65 -1%
QFW
889
QTR Family Wealth
Florida
$736K +$18.7K +162 +4%
SDIC
890
South Dakota Investment Council
South Dakota
$735K -$11.6K -100 -2%
CW
891
CreativeOne Wealth
Kansas
$727K +$547K +4,735 New
WFI
892
West Family Investments
California
$727K +$547K +4,731 New
BFIM
893
Beese Fulmer Investment Management
Ohio
$724K -$85.5K -740 -14%
EAM
894
Everstar Asset Management
North Carolina
$723K +$8.82M +76,304 New
PA
895
Pinnacle Associates
New York
$722K -$51.7K -447 -9%
7WCP
896
71 West Capital Partners
Massachusetts
$714K +$192K +1,660 +56%
CCG
897
Ceeto Capital Group
Florida
$714K -$69.3K -600 -11%
EPW
898
Elevated Private Wealth
Wisconsin
$711K +$535K +4,631 New
KWM
899
Kaydan Wealth Management
Michigan
$709K +$534K +4,617 New
DA
900
Dover Advisors
Virginia
$709K +$45.2K +391 +5%
34 35
36
37 38