We are live on ! Find out more
FTNT icon

Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SRL
901
Scientech Research LLC
New Jersey
$320K +$340K +3,808 New
RSA
902
River Street Advisors
Illinois
$320K – – –
PCM
903
Pennsylvania Capital Management
Pennsylvania
$320K +$357 +4 +0.1%
KWA
904
Kingswood Wealth Advisors
California
$317K +$336K +3,767 New
CI
905
Conning Inc
Connecticut
$316K – – –
TC
906
Truvestments Capital
Florida
$315K +$252K +2,825 +306%
AFT
907
Alpha Family Trust
California
$315K -$123K -1,375 -27%
Massachusetts Financial Services
908
Massachusetts Financial Services
Massachusetts
$313K -$13.6K -152 -4%
IAS
909
Insigneo Advisory Services
Florida
$311K +$3.57K +40 +1%
AG
910
Ascent Group
Virginia
$310K -$357 -4 -0.1%
OIS
911
OneAscent Investment Solutions
Alabama
$308K -$13.9K -156 -4%
PTC
912
Philadelphia Trust Company
Pennsylvania
$307K – – –
SFS
913
Stiles Financial Services
Minnesota
$307K +$326K +3,650 New
MWM
914
Mission Wealth Management
California
$301K -$23.4K -262 -7%
PWPS
915
Pinnacle Wealth Planning Services
Ohio
$298K -$11.6K -130 -4%
GTAM
916
Global Trust Asset Management
Florida
$298K -$69.6K -780 -18%
GCIA
917
Gabelli & Co Investment Advisers
New York
$294K – – –
GFP
918
Gryphon Financial Partners
Ohio
$294K -$14.3K -160 -4%
IWM
919
IHT Wealth Management
Illinois
$294K -$19.1K -214 -6%
OFS
920
OneAscent Financial Services
Alabama
$294K +$312K +3,492 New
WANY
921
Wealthspire Advisors (New York)
New York
$293K -$163K -1,827 -34%
BFM
922
Boothbay Fund Management
New York
$293K +$311K +3,482 New
GIA
923
Gladstone Institutional Advisory
Florida
$292K -$8.3K -93 -3%
PAG
924
Poinciana Advisors Group
Florida
$291K -$142K -1,592 -32%
FAM
925
Fulcrum Asset Management
United Kingdom
$290K -$8.57K -96 -3%