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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1001
Kingswood Wealth Advisors
California
$485K -$25.2K -218 -6%
OWP
1002
ORG Wealth Partners
Texas
$484K +$364K +3,153 New
OCA
1003
OpenArc Corporate Advisory
Georgia
$480K +$65.5K +567 +22%
LFAS
1004
Level Four Advisory Services
Texas
$479K -$12.2K -106 -3%
DIM
1005
Delta Investment Management
California
$479K -$137K -1,186 -28%
WFA
1006
Wellspring Financial Advisors
Ohio
$479K -$308K -2,665 -46%
THCM
1007
Taylor Hoffman Capital Management
Virginia
$478K – – –
RP
1008
Rice Partnership
Hawaii
$476K – – –
BEI
1009
Benjamin Edwards Inc
Missouri
$476K +$358K +3,100 New
OIS
1010
OneAscent Investment Solutions
Alabama
$475K -$59.4K -514 -14%
WANY
1011
Wealthspire Advisors (New York)
New York
$473K +$22.5K +195 +7%
LFA
1012
Legacy Financial Advisors
Kentucky
$473K -$93.6K -810 -21%
AWC
1013
Abundance Wealth Counselors
Pennsylvania
$470K -$104K -902 -23%
EFS
1014
Essex Financial Services
Connecticut
$470K -$95.9K -830 -21%
MNA
1015
Manning & Napier Advisors
New York
$466K – – –
BIA
1016
Benchmark Investment Advisors
Illinois
$465K -$3.47K -30 -1%
CI
1017
Conning Inc
Connecticut
$464K -$4.62K -40 -1%
BW
1018
BIP Wealth
Georgia
$464K +$42.5K +368 +14%
GCM
1019
Gallacher Capital Management
Colorado
$464K -$165K -1,430 -32%
GIA
1020
Gladstone Institutional Advisory
Florida
$462K -$30.6K -265 -8%
ACP
1021
Aviance Capital Partners
Florida
$461K – – –
TWP
1022
Tyche Wealth Partners
Texas
$461K +$347K +3,000 New
Fisher Asset Management
1023
Fisher Asset Management
Washington
$460K +$41K +355 +13%
FFA
1024
Fairfield Financial Advisors
Massachusetts
$458K – – –
CWS
1025
Confluence Wealth Services
Pennsylvania
$457K +$344K +2,975 New