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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WR
901
WD Rutherford
Oregon
$708K -$172K -1,485 -24%
CIA
902
Capital Investment Advisors
Georgia
$702K +$1.27K +11 +0.2%
GCM
903
Graham Capital Management
Connecticut
$698K +$18.6K +161 +4%
QF
904
QVT Financial
New York
$697K +$524K +4,535 New
MYAM
905
Meiji Yasuda Asset Management
Japan
$692K +$693 +6 +0.1%
NCM
906
Novare Capital Management
North Carolina
$692K – – –
STP
907
Science & Technology Partners
New York
$692K +$520K +4,503 New
MWM
908
Meridian Wealth Management
Kentucky
$690K -$71.4K -618 -12%
EFG
909
Ethos Financial Group
Pennsylvania
$675K +$509K +4,405 New
FCH
910
Freestone Capital Holdings
Washington
$674K -$38.1K -330 -7%
OMC
911
Old Mission Capital
Illinois
$673K +$505K +4,374 New
RAM
912
Ramirez Asset Management
New York
$672K – – –
MA
913
MONECO Advisors
Connecticut
$669K +$31.2K +270 +7%
LT
914
Legacy Trust
Michigan
$669K +$3.81K +33 +0.8%
CAM
915
Cresset Asset Management
Illinois
$668K -$73.2K -633 -13%
JTWM
916
Jackson Thornton Wealth Management
Alabama
$665K -$138K -1,193 -22%
BAM
917
Belpointe Asset Management
Nevada
$663K +$170K +1,471 +52%
RCA
918
Resonant Capital Advisors
Wisconsin
$663K -$35K -303 -7%
QC
919
Quent Capital
New York
$658K -$3.58K -31 -0.7%
BEW
920
Burton Enright Welch
California
$655K +$130K +1,127 +36%
SFC
921
SYM Financial Corp
Indiana
$655K -$89.8K -777 -15%
PPWP
922
Premier Path Wealth Partners
New Jersey
$652K +$28.2K +244 +6%
MSR
923
Main Street Research
Connecticut
$647K +$16.1K +139 +3%
CCA
924
Checchi Capital Advisers
California
$646K +$4.04K +35 +0.8%
ASA
925
Axxion S.A.
Luxembourg
$646K +$486K +4,202 New