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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
976
Personal CFO Solutions
New Jersey
$274K +$258K +2,902 New
TCA
977
Trifecta Capital Advisors
Illinois
$272K – – –
DSC
978
Duncker Streett & Co
Missouri
$272K – – –
IFS
979
Ifrah Financial Services
Arkansas
$270K -$9.34K -105 -4%
SEA
980
Stegent Equity Advisors
Texas
$269K +$254K +2,852 New
OTL
981
Oak Thistle LLC
New York
$269K +$253K +2,849 New
SAM
982
Synergy Asset Management
Washington
$269K +$252K +2,834 New
HDIM
983
Hanson & Doremus Investment Management
Vermont
$267K – – –
AWM
984
Ameliora Wealth Management
Switzerland
$265K +$250K +2,810 New
CPBTD
985
Central Pacific Bank - Trust Division
Hawaii
$265K – – –
APP
986
Avantax Planning Partners
Iowa
$265K +$249K +2,800 New
OCM
987
One Capital Management
California
$263K -$6.32K -71 -2%
TCOV
988
Trust Company of Vermont
Vermont
$260K – – –
SIG
989
Stonegate Investment Group
Alabama
$259K -$400K -4,502 -62%
PPWP
990
Premier Path Wealth Partners
New Jersey
$258K +$243K +2,736 New
MAG
991
M3 Advisory Group
Massachusetts
$258K -$623 -7 -0.3%
TC
992
TwinBeech Capital
New York
$258K -$8.99M -101,128 -97%
MFG
993
MidWestOne Financial Group
Iowa
$258K -$14K -157 -5%
RCA
994
Resonant Capital Advisors
Wisconsin
$257K +$242K +2,723 New
AIM
995
Acropolis Investment Management
Missouri
$257K – – –
BFA
996
Brendel Financial Advisors
New Hampshire
$257K +$242K +2,720 New
SWA
997
Sax Wealth Advisors
New Jersey
$257K +$242K +2,717 New
FFA
998
Fairfield Financial Advisors
Massachusetts
$256K – – –
CF
999
Centaurus Financial
California
$256K +$241K +2,708 New
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$256K -$78.8K -886 -25%