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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
976
Drive Wealth Management
Utah
$549K -$22.2K -192 -5%
SWM
977
Spire Wealth Management
Virginia
$547K -$567K -4,904 -58%
LAM
978
L2 Asset Management
Massachusetts
$542K +$24.4K +211 +6%
SAM
979
Simplify Asset Management
Nevada
$540K -$18.8K -163 -4%
GCIA
980
Gabelli & Co Investment Advisers
New York
$538K – – –
FFM
981
Forum Financial Management
Illinois
$536K – – –
CA
982
Commerzbank Aktiengesellschaft
Germany
$534K -$178K -1,537 -31%
MYIA
983
Mount Yale Investment Advisors
Colorado
$532K -$998K -8,640 -71%
HKIMG
984
Hutchens & Kramer Investment Management Group
Indiana
$531K +$231 +2 +0.1%
PAG
985
Poinciana Advisors Group
Florida
$529K – – –
ETC
986
Exchange Traded Concepts
Oklahoma
$528K +$20.2K +175 +5%
SAG
987
SageView Advisory Group
California
$527K +$9.94K +86 +3%
CWM
988
Cornerstone Wealth Management
Missouri
$526K – – –
WCP
989
Wick Capital Partners
Pennsylvania
$525K -$10.6K -92 -3%
FFN
990
Focus Financial Network
Minnesota
$522K +$37.2K +322 +10%
MHIC
991
Marble Harbor Investment Counsel
Massachusetts
$512K +$95.9K +830 +33%
FCP
992
Fidelis Capital Partners
Florida
$508K +$12.7K +110 +3%
SGCA
993
Steel Grove Capital Advisors
Tennessee
$506K -$3.93K -34 -1%
CFM
994
Compass Financial Management
Florida
$504K +$357K +3,087 New
RDWM
995
Red Door Wealth Management
Tennessee
$493K +$1.16K +10 +0.3%
SFS
996
Sowell Financial Services
Arkansas
$492K +$2.54K +22 +0.7%
TFA
997
Transamerica Financial Advisors
Florida
$492K +$174K +1,508 +89%
MMA
998
Miracle Mile Advisors
California
$491K +$62.6K +542 +20%
IIM
999
Ipswich Investment Management
Massachusetts
$490K – – –
QWP
1000
Quotient Wealth Partners
Texas
$487K +$36.6K +317 +11%
38 39
40
41 42