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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
976
Coppell Advisory Solutions
Texas
$349K +$339K +3,345 New
HH
977
Hilltop Holdings
Texas
$348K +$31.4K +310 +9%
IA
978
Integrity Alliance
Iowa
$346K +$365K +3,598 New
LWM
979
Lodestone Wealth Management
Washington
$346K +$20.9K +206 +6%
AFP
980
Ausdal Financial Partners
Iowa
$345K +$363K +3,584 New
IAS
981
Insigneo Advisory Services
Florida
$345K -$3.65K -36 -1%
EWA
982
EverSource Wealth Advisors
Alabama
$345K +$112K +1,100 +44%
KIM
983
Kane Investment Management
California
$344K +$363K +3,576 New
GIA
984
Gladstone Institutional Advisory
Florida
$344K – – –
RP
985
Rice Partnership
Hawaii
$339K -$9.83K -97 -3%
GCIA
986
Gabelli & Co Investment Advisers
New York
$337K – – –
WA
987
Waddell & Associates
Tennessee
$337K – – –
RS
988
R Squared
Hong Kong
$335K +$283K +2,790 +404%
MC
989
Machina Capital
France
$334K +$352K +3,473 New
OIM
990
Oder Investment Management
California
$334K – – –
FFN
991
Focus Financial Network
Minnesota
$333K – – –
PCS
992
Personal CFO Solutions
New Jersey
$329K +$51.9K +512 +18%
AA
993
Alta Advisers
United Kingdom
$328K +$346K +3,412 New
HFS
994
Hantz Financial Services
Michigan
$328K -$28.4K -280 -8%
PA
995
Pinnacle Associates
New York
$328K +$101 +1 +0%
VC
996
Vicus Capital
Pennsylvania
$326K +$344K +3,389 New
S
997
SimplyRich
California
$326K +$203 +2 +0.1%
MFS
998
Miller Financial Services
Michigan
$326K -$11.4K -112 -3%
MC
999
Maverick Capital
Texas
$326K +$343K +3,382 New
RG
1000
Rathbones Group
United Kingdom
$325K +$343K +3,383 New