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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Modera Wealth Management
New Jersey
– -$407K -5,660 Closed
DJYG
1002
David J. Yvars Group
Florida
– -$386K -5,375 Closed
MPM
1003
MBB Public Markets
Illinois
– -$381K -5,305 Closed
MFS
1004
Monetta Financial Services
Illinois
– -$359K -5,000 Closed
LCP
1005
Legacy Capital Partners
Wisconsin
– -$355K -4,940 Closed
PAM
1006
Premier Asset Management
Illinois
– -$350K -4,875 Closed
DWM
1007
Dakota Wealth Management
Florida
– -$345K -4,805 Closed
EN1L
1008
Engine No 1 LLC
California
– -$334K -4,645 Closed
IWM
1009
IHT Wealth Management
Illinois
– -$332K -4,620 Closed
CWP
1010
Capital Wealth Planning
Florida
– -$328K -4,555 Closed
RWA
1011
Redhawk Wealth Advisors
Minnesota
– -$323K -4,495 Closed
CS
1012
Comerica Securities
Michigan
– -$315K -4,385 Closed
FI
1013
Fosun International
China
– -$315K -4,300 Closed
HWIS
1014
Hancock Whitney Investment Services
Louisiana
– -$303K -4,210 Closed
APW
1015
Austin Private Wealth
Texas
– -$295K -4,105 Closed
BG
1016
Bellevue Group
Switzerland
– -$289K -4,015 Closed
LWA
1017
Lineweaver Wealth Advisors
Ohio
– -$287K -4,000 Closed
QPWM
1018
Quadrant Private Wealth Management
Pennsylvania
– -$277K -3,860 Closed
FNT
1019
First Nebraska Trust
Nebraska
– -$270K -3,750 Closed
WANY
1020
Wealthspire Advisors (New York)
New York
– -$256K -3,560 Closed
FH
1021
FWG Holdings
Florida
– -$232K -3,510 Closed
KMWM
1022
Keudell/Morrison Wealth Management
Oregon
– -$251K -3,490 Closed
ACM
1023
Advisors Capital Management
New Jersey
– -$245K -3,415 Closed
HCWM
1024
Harrison & Co Wealth Management
Virginia
– -$226K -3,145 Closed
CAN
1025
Claraphi Advisory Network
United States
– -$224K -3,120 Closed