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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
951
Chicago Partners Investment Group
Illinois
$370K -$309K -3,050 -47%
MWM
952
Mission Wealth Management
California
$370K -$40.5K -399 -9%
RWB
953
RMR Wealth Builders
New Jersey
$369K +$5.27K +52 +1%
SOW
954
State of Wyoming
Wyoming
$369K -$512K -5,054 -57%
WT
955
Washington Trust
Rhode Island
$368K – – –
SWM
956
SeaCrest Wealth Management
New York
$367K -$7.6K -75 -2%
RSA
957
River Street Advisors
Illinois
$366K – – –
PCM
958
Pennsylvania Capital Management
Pennsylvania
$366K -$5.47K -54 -1%
NAAA
959
New Age Alpha Advisors
New York
$364K -$175K -1,731 -31%
Massachusetts Financial Services
960
Massachusetts Financial Services
Massachusetts
$363K +$52K +513 +16%
IWM
961
IHT Wealth Management
Illinois
$363K +$25.1K +248 +7%
PP
962
PDS Planning
Ohio
$363K +$25.5K +252 +7%
WIA
963
World Investment Advisors
California
$362K +$65.3K +644 +21%
OIS
964
OneAscent Investment Solutions
Alabama
$360K +$379K +3,737 New
CCA
965
Checchi Capital Advisers
California
$359K +$15.5K +153 +4%
CMF
966
Counterpoint Mutual Funds
California
$358K +$377K +3,720 New
CAM
967
Claret Asset Management
Quebec, Canada
$358K – – –
CI Investments Inc
968
CI Investments Inc
Ontario, Canada
$356K -$197K -1,943 -34%
GL
969
Graypoint LLC
New York
$354K -$2.33K -23 -0.6%
AG
970
Ascent Group
Virginia
$353K +$372K +3,667 New
CAG
971
Crestwood Advisors Group
Massachusetts
$351K +$370K +3,650 New
PCM
972
Permanent Capital Management
Illinois
$351K – – –
PTC
973
Philadelphia Trust Company
Pennsylvania
$351K – – –
CM
974
Columbus Macro
Pennsylvania
$350K -$27.6K -272 -7%
CG
975
Cynosure Group
Utah
$350K +$2.13K +21 +0.6%