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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
Sierra Capital
Florida
$2K – – –
VNA
927
Valley National Advisers
Pennsylvania
$2K – – –
SC
928
Schubert & Co
Texas
$1.86K -$782 -15 -28%
DI
929
Disciplined Investments
Oklahoma
$1.71K -$313 -6 -15%
HNWAG
930
High Net Worth Advisory Group
Florida
$1.47K – – –
TIM
931
Tortoise Investment Management
New York
$1.47K +$1.56K +30 New
AAP
932
Arax Advisory Partners
Colorado
$1.22K – – –
TCM
933
Tradewinds Capital Management
Washington
$1.22K +$1.3K +25 New
GWSA
934
Global Wealth Strategies & Associates
Colorado
$1.08K +$1.15K +22 New
SIC
935
SJS Investment Consulting
Ohio
$1.03K -$4.33K -83 -80%
CWM
936
CarsonAllaria Wealth Management
Illinois
$1K +$1.04K +20 New
CHA
937
Carmichael Hill & Associates
Maryland
$978 – – –
CCM
938
Cribstone Capital Management
Maine
$782 +$313 +6 +60%
NMG
939
New Millennium Group
Utah
$733 – – –
TCWA
940
Ten Capital Wealth Advisors
Washington
$733 +$782 +15 New
MSCM
941
McElhenny Sheffield Capital Management
Texas
$684 +$730 +14 New
TFM
942
TFC Financial Management
Massachusetts
$538 – – –
TWD
943
True Wealth Design
Ohio
$489 +$521 +10 New
FSWA
944
Financial Synergies Wealth Advisors
Texas
$245 – – –
LWANC
945
Laurel Wealth Advisors (North Carolina)
North Carolina
$245 +$261 +5 New
WA
946
WestEnd Advisors
North Carolina
$196 -$52 -1 -20%
TWP
947
TFO Wealth Partners
Ohio
$153 +$261 +5 New
Holocene Advisors
948
Holocene Advisors
New York
– -$115M -2,330,559 Closed
ProShare Advisors
949
ProShare Advisors
Maryland
– -$39.6M -805,783 Closed
WP
950
Woodline Partners
California
– -$28.8M -585,738 Closed