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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
876
Moloney Securities Asset Management
Missouri
$398K -$33.8K -380 -8%
RWA
877
Rooted Wealth Advisors
Illinois
$393K +$85.1K +957 +30%
SL
878
Stevard LLC
Illinois
$392K – – –
CIA
879
Choate Investment Advisors
Massachusetts
$390K +$31K +349 +9%
TSW
880
Three Seasons Wealth
Utah
$390K +$367K +4,123 New
SGI
881
Summit Global Investments
Utah
$384K +$362K +4,069 New
TCM
882
TD Capital Management
Tennessee
$384K -$98.3K -1,105 -21%
HWA
883
Heritage Wealth Advisors
Virginia
$383K – – –
GF
884
Gabelli Funds
New York
$381K – – –
AFGAS
885
Allegiance Financial Group Advisory Services
Virginia
$381K +$358K +4,030 New
JSW
886
Journey Strategic Wealth
New Jersey
$379K +$1.78K +20 +0.5%
TBT
887
Texas Bank & Trust
Texas
$378K +$356K +4,000 New
BIG
888
Brooklyn Investment Group
New York
$378K +$12.8K +144 +4%
CA
889
Commerzbank Aktiengesellschaft
Germany
$376K +$351K +3,951 New
OWM
890
OneAscent Wealth Management
Alabama
$374K +$352K +3,956 New
DDC
891
DF Dent & Co
Maryland
$372K -$1.16K -13 -0.3%
SAM
892
Smartleaf Asset Management
Massachusetts
$372K +$90.2K +1,014 +35%
CI
893
Conning Inc
Connecticut
$370K -$25K -281 -7%
CM
894
Columbus Macro
Pennsylvania
$369K +$78.5K +883 +29%
WA
895
Waverly Advisors
Alabama
$369K +$82.4K +927 +31%
SWM
896
SeaCrest Wealth Management
New York
$367K -$30.9K -347 -8%
OR
897
Olympiad Research
Connecticut
$365K -$161K -1,810 -32%
PCM
898
Pennsylvania Capital Management
Pennsylvania
$364K -$128K -1,439 -27%
CFO
899
Callan Family Office
Pennsylvania
$364K +$342K +3,848 New
FMLI
900
Fukoku Mutual Life Insurance
Japan
$363K – – –
34 35
36
37 38