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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
901
River Street Advisors
Illinois
$320K
PCM
902
Pennsylvania Capital Management
Pennsylvania
$320K +$357 +4 +0.1%
KWA
903
Kingswood Wealth Advisors
California
$317K +$336K +3,767 New
CI
904
Conning Inc
Connecticut
$316K
TC
905
Truvestments Capital
Florida
$315K +$252K +2,825 +306%
AFT
906
Alpha Family Trust
California
$315K -$123K -1,375 -27%
Massachusetts Financial Services
907
Massachusetts Financial Services
Massachusetts
$313K -$13.6K -152 -4%
IAS
908
Insigneo Advisory Services
Florida
$311K +$3.57K +40 +1%
AG
909
Ascent Group
Virginia
$310K -$357 -4 -0.1%
OIS
910
OneAscent Investment Solutions
Alabama
$308K -$13.9K -156 -4%
PTC
911
Philadelphia Trust Company
Pennsylvania
$307K
SFS
912
Stiles Financial Services
Minnesota
$307K +$326K +3,650 New
MWM
913
Mission Wealth Management
California
$301K -$23.4K -262 -7%
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$298K -$11.6K -130 -4%
GTAM
915
Global Trust Asset Management
Florida
$298K -$69.6K -780 -18%
GCIA
916
Gabelli & Co Investment Advisers
New York
$294K
GFP
917
Gryphon Financial Partners
Ohio
$294K -$14.3K -160 -4%
IWM
918
IHT Wealth Management
Illinois
$294K -$19.1K -214 -6%
OFS
919
OneAscent Financial Services
Alabama
$294K +$312K +3,492 New
WANY
920
Wealthspire Advisors (New York)
New York
$293K -$163K -1,827 -34%
BFM
921
Boothbay Fund Management
New York
$293K +$311K +3,482 New
GIA
922
Gladstone Institutional Advisory
Florida
$292K -$8.3K -93 -3%
PAG
923
Poinciana Advisors Group
Florida
$291K -$142K -1,592 -32%
FAM
924
Fulcrum Asset Management
United Kingdom
$290K -$8.57K -96 -3%
CTC
925
Central Trust Company
Missouri
$287K -$111K -1,245 -27%