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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
901
Proficio Capital Partners
Massachusetts
$230K -$189K -2,768 -48%
IFS
902
Ifrah Financial Services
Arkansas
$229K +$202K +2,957 New
DOA
903
D'Orazio & Associates
Virginia
$228K +$200K +2,934 New
SOW
904
State of Wyoming
Wyoming
$227K -$212K -3,105 -51%
KP
905
Keel Point
Alabama
$225K +$198K +2,905 New
SAM
906
Smartleaf Asset Management
Massachusetts
$224K +$96.5K +1,412 +95%
MFG
907
MidWestOne Financial Group
Iowa
$224K +$197K +2,885 New
TCA
908
Trifecta Capital Advisors
Illinois
$223K
DSC
909
Duncker Streett & Co
Missouri
$223K
LFAS
910
Level Four Advisory Services
Texas
$223K -$190K -2,788 -50%
OAM
911
Occidental Asset Management
California
$222K +$195K +2,860 New
OCM
912
One Capital Management
California
$221K +$195K +2,850 New
FRM
913
Fox Run Management
Connecticut
$221K -$1.57M -23,036 -89%
TPI
914
Trust Point Inc
Wisconsin
$220K +$194K +2,836 New
HDIM
915
Hanson & Doremus Investment Management
Vermont
$219K
SIM
916
Sentry Investment Management
Wisconsin
$219K
FCP
917
Fidelis Capital Partners
Florida
$218K +$186K +2,718 New
GRP
918
Global Retirement Partners
California
$218K +$7.24K +106 +4%
TIAA Trust, National Association
919
TIAA Trust, National Association
North Carolina
$217K -$143K -2,088 -43%
CPBTD
920
Central Pacific Bank - Trust Division
Hawaii
$217K
NERM
921
New England Research & Management
Illinois
$215K -$938K -13,725 -83%
CANY
922
Caxton Associates (New York)
New York
$214K +$189K +2,762 New
CAS
923
Coppell Advisory Solutions
Texas
$214K +$188K +2,758 New
TCOV
924
Trust Company of Vermont
Vermont
$213K -$7.17K -105 -4%
MAG
925
M3 Advisory Group
Massachusetts
$213K +$187K +2,743 New