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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
926
Ascent Group
Virginia
$320K +$10.8K +134 +4%
RP
927
Riverwater Partners
Wisconsin
$319K +$316K +3,907 New
1C
928
111 Capital
France
$319K -$444K -5,494 -58%
MA
929
Mutual Advisors
Nebraska
$319K +$2.58K +32 +0.8%
SM
930
Sciencast Management
New Jersey
$318K +$314K +3,890 New
LFA
931
Legacy Financial Advisors
Kentucky
$318K +$93K +1,151 +42%
EFS
932
Essex Financial Services
Connecticut
$318K +$85K +1,052 +37%
HTC
933
Haverford Trust Company
Pennsylvania
$317K -$12.2K -151 -4%
AC
934
AlphaCore Capital
California
$315K +$15.6K +193 +5%
WPW
935
Waldron Private Wealth
Pennsylvania
$313K +$3.88K +48 +1%
WT
936
Washington Trust
Rhode Island
$313K – – –
RSA
937
River Street Advisors
Illinois
$311K – – –
PCM
938
Pennsylvania Capital Management
Pennsylvania
$311K – – –
FFA
939
Florida Financial Advisors
Florida
$309K +$8.8K +109 +3%
SBFM
940
S-Bank Fund Management
Finland
$308K -$11.3K -140 -4%
DWM
941
Drive Wealth Management
Utah
$308K +$43.5K +538 +17%
OL
942
Optas LLC
Texas
$306K -$9.13K -113 -3%
SAM
943
Simplify Asset Management
Nevada
$300K -$30.9K -383 -9%
AU
944
AlphaGrep UK
$300K -$333K -4,120 -53%
FIA
945
Foundations Investment Advisors
Arizona
$299K -$80.1K -992 -21%
PTC
946
Philadelphia Trust Company
Pennsylvania
$298K – – –
LI
947
Lafayette Investments
Maryland
$297K +$19.1K +236 +7%
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$296K +$6.38K +79 +2%
OIS
949
OneAscent Investment Solutions
Alabama
$295K -$2.26K -28 -0.8%
WCP
950
Wick Capital Partners
Pennsylvania
$287K +$283K +3,507 New
36 37
38
39 40