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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
976
Trifecta Capital Advisors
Illinois
$272K
DSC
977
Duncker Streett & Co
Missouri
$272K
IFS
978
Ifrah Financial Services
Arkansas
$270K -$9.34K -105 -4%
SEA
979
Stegent Equity Advisors
Texas
$269K +$254K +2,852 New
OTL
980
Oak Thistle LLC
New York
$269K +$253K +2,849 New
SAM
981
Synergy Asset Management
Washington
$269K +$252K +2,834 New
HDIM
982
Hanson & Doremus Investment Management
Vermont
$267K
AWM
983
Ameliora Wealth Management
Switzerland
$265K +$250K +2,810 New
CPBTD
984
Central Pacific Bank - Trust Division
Hawaii
$265K
APP
985
Avantax Planning Partners
Iowa
$265K +$249K +2,800 New
OCM
986
One Capital Management
California
$263K -$6.32K -71 -2%
TCOV
987
Trust Company of Vermont
Vermont
$260K
SIG
988
Stonegate Investment Group
Alabama
$259K -$400K -4,502 -62%
PPWP
989
Premier Path Wealth Partners
New Jersey
$258K +$243K +2,736 New
MAG
990
M3 Advisory Group
Massachusetts
$258K -$623 -7 -0.3%
TC
991
TwinBeech Capital
New York
$258K -$8.99M -101,128 -97%
MFG
992
MidWestOne Financial Group
Iowa
$258K -$14K -157 -5%
RCA
993
Resonant Capital Advisors
Wisconsin
$257K +$242K +2,723 New
AIM
994
Acropolis Investment Management
Missouri
$257K
BFA
995
Brendel Financial Advisors
New Hampshire
$257K +$242K +2,720 New
SWA
996
Sax Wealth Advisors
New Jersey
$257K +$242K +2,717 New
FFA
997
Fairfield Financial Advisors
Massachusetts
$256K
CF
998
Centaurus Financial
California
$256K +$241K +2,708 New
PWPS
999
Pinnacle Wealth Planning Services
Ohio
$256K -$78.8K -886 -25%
Members Trust
1000
Members Trust
Florida
$256K -$23.8K -268 -9%