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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
Birchcreek Wealth Management
Ohio
$463K -$60.5K -600 -12%
CAGAS
902
Capital Advisory Group Advisory Services
Minnesota
$461K -$12.6K -125 -3%
PFA
903
Pure Financial Advisors
California
$461K +$193K +1,912 +78%
CIA
904
Capital Investment Advisors
Georgia
$460K -$266K -2,634 -38%
AG
905
AlTi Global
New York
$460K +$6.25K +62 +1%
SCP
906
Sender Company & Partners
New York
$458K +$437K +4,330 New
GTAM
907
Global Trust Asset Management
Florida
$457K -$94.8K -940 -18%
AF
908
Advisornet Financial
Minnesota
$456K +$303 +3 +0.1%
CWMK
909
Caliber Wealth Management (Kansas)
Kansas
$455K +$111K +1,100 +34%
MWM
910
MGB Wealth Management
Texas
$453K -$106K -1,050 -20%
FFG
911
Fiduciary Financial Group
California
$450K +$28.4K +281 +7%
IPAM
912
Investment Partners Asset Management
New Jersey
$444K – – –
CCC
913
Compass Capital Corp
Massachusetts
$444K +$439K +4,353 New
SCP
914
Sivia Capital Partners
California
$444K +$1.92K +19 +0.5%
MA
915
Mutual Advisors
Nebraska
$440K -$31.8K -315 -7%
II
916
Impact Investors
California
$438K -$21.2K -210 -5%
CIA
917
Choate Investment Advisors
Massachusetts
$438K +$1.72K +17 +0.4%
WIA
918
Wealthedge Investment Advisors
New York
$437K +$417K +4,134 New
PP
919
PDS Planning
Ohio
$437K +$36.1K +358 +9%
HTC
920
Haverford Trust Company
Pennsylvania
$436K – – –
CT
921
Caldwell Trust
Florida
$436K +$303K +3,000 +267%
WWC
922
Waypoint Wealth Counsel
Georgia
$434K +$159K +1,579 +63%
APW
923
Austin Private Wealth
Texas
$433K +$72.7K +721 +21%
WSFS
924
Wilmington Savings Fund Society
Delaware
$433K -$683K -6,773 -62%
NG
925
Norden Group
Utah
$431K -$4.15M -41,107 -91%
35 36
37
38 39