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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WA
926
Waddell & Associates
Tennessee
$331K
MFS
927
Miller Financial Services
Michigan
$330K +$311K +3,495 New
JWS
928
Juncture Wealth Strategies
Arizona
$330K
SW
929
SteelPeak Wealth
California
$329K +$310K +3,487 New
VCP
930
Verus Capital Partners
Arizona
$328K
OIM
931
Oder Investment Management
California
$328K
FFN
932
Focus Financial Network
Minnesota
$327K -$34.7K -390 -10%
TPI
933
Trust Point Inc
Wisconsin
$327K +$55.7K +626 +22%
DO
934
denkapparat Operations
Germany
$324K +$305K +3,426 New
CGL
935
Clarius Group LLC
Washington
$323K +$1.16K +13 +0.4%
PA
936
Pinnacle Associates
New York
$322K -$3.2K -36 -1%
BW
937
BIP Wealth
Georgia
$320K -$37.2K -418 -11%
S
938
SimplyRich
California
$320K +$302K +3,390 New
LWM
939
Lodestone Wealth Management
Washington
$320K -$178 -2 -0.1%
IBOK
940
Independence Bank of Kentucky
Kentucky
$319K -$44.5K -500 -13%
FRM
941
Fox Run Management
Connecticut
$318K +$46.3K +521 +18%
EAM
942
Evanson Asset Management
California
$318K
EWM
943
Elevatus Welath Management
New York
$313K
JSC
944
Jackson Square Capital
California
$313K +$295K +3,315 New
Fisher Asset Management
945
Fisher Asset Management
Washington
$312K -$3M -33,707 -91%
HH
946
Hilltop Holdings
Texas
$312K +$294K +3,302 New
SOS
947
Silver Oak Securities
Tennessee
$311K +$7.47K +84 +3%
IC
948
Iconiq Capital
California
$309K +$290K +3,266 New
Massachusetts Financial Services
949
Massachusetts Financial Services
Massachusetts
$308K -$41.2K -463 -12%
CC
950
Chicago Capital
Illinois
$308K +$290K +3,259 New