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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Meridian Wealth Management
Kentucky
$690K -$71.4K -618 -12%
EFG
902
Ethos Financial Group
Pennsylvania
$675K +$509K +4,405 New
FCH
903
Freestone Capital Holdings
Washington
$674K -$38.1K -330 -7%
OMC
904
Old Mission Capital
Illinois
$673K +$505K +4,374 New
RAM
905
Ramirez Asset Management
New York
$672K
MA
906
MONECO Advisors
Connecticut
$669K +$31.2K +270 +7%
LT
907
Legacy Trust
Michigan
$669K +$3.81K +33 +0.8%
CAM
908
Cresset Asset Management
Illinois
$668K -$73.2K -633 -13%
JTWM
909
Jackson Thornton Wealth Management
Alabama
$665K -$138K -1,193 -22%
BAM
910
Belpointe Asset Management
Nevada
$663K +$170K +1,471 +52%
RCA
911
Resonant Capital Advisors
Wisconsin
$663K -$35K -303 -7%
QC
912
Quent Capital
New York
$658K -$3.58K -31 -0.7%
BEW
913
Burton Enright Welch
California
$655K +$130K +1,127 +36%
SFC
914
SYM Financial Corp
Indiana
$655K -$89.8K -777 -15%
PPWP
915
Premier Path Wealth Partners
New Jersey
$652K +$28.2K +244 +6%
MSR
916
Main Street Research
Connecticut
$647K +$16.1K +139 +3%
CCA
917
Checchi Capital Advisers
California
$646K +$4.04K +35 +0.8%
ASA
918
Axxion S.A.
Luxembourg
$646K +$486K +4,202 New
VCM
919
Versant Capital Management
Arizona
$645K +$175K +1,517 +57%
SOW
920
State of Wyoming
Wyoming
$643K -$424K -3,666 -47%
GFP
921
Gryphon Financial Partners
Ohio
$641K +$7.86K +68 +2%
FFB
922
First Financial Bankshares
Texas
$640K
CT
923
Caldwell Trust
Florida
$639K
MG
924
Mather Group
Illinois
$638K -$45K -389 -9%
EFMH
925
E Fund Management (HK)
Hong Kong
$637K +$197K +1,703 +70%