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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1001
Members Trust
Florida
$256K -$23.8K -268 -9%
CA
1002
Crumly & Associates
Illinois
$256K +$241K +2,706 New
NA
1003
Navellier & Associates
Nevada
$253K +$5.16K +58 +2%
WC
1004
Waterloo Capital
Texas
$253K +$238K +2,677 New
CIA
1005
Concurrent Investment Advisors
Florida
$252K -$182K -2,045 -43%
SP
1006
Sherman Porfolios
Idaho
$252K +$237K +2,663 New
MWM
1007
Meritas Wealth Management
California
$251K -$6.67K -75 -3%
First Manhattan
1008
First Manhattan
New York
$250K – – –
TIAA Trust, National Association
1009
TIAA Trust, National Association
North Carolina
$247K -$16.3K -183 -7%
GWMR
1010
GC Wealth Management RIA
Massachusetts
$246K +$89 +1 +0%
NCM
1011
Novare Capital Management
North Carolina
$246K – – –
MG
1012
Marex Group
$243K +$229K +2,576 New
LFAS
1013
Level Four Advisory Services
Texas
$243K -$22.6K -254 -9%
EL
1014
Essex LLC
Illinois
$243K +$229K +2,575 New
TWA
1015
Tandem Wealth Advisors
Arizona
$241K +$227K +2,548 New
UOC
1016
UBS O'Connor
Illinois
$240K +$226K +2,537 New
PTP
1017
Platform Technology Partners
New York
$240K -$5.69K -64 -2%
MA
1018
Montag & Associates
Georgia
$238K – – –
IB
1019
Intrust Bank
Kansas
$237K +$223K +2,506 New
TWM
1020
Tradition Wealth Management
Minnesota
$236K +$223K +2,503 New
WA
1021
Wealth Alliance
New York
$236K +$222K +2,501 New
MHIC
1022
Marble Harbor Investment Counsel
Massachusetts
$236K +$222K +2,500 New
PMSA
1023
Patrick M. Sweeney & Associates
Illinois
$236K +$222K +2,500 New
EFS
1024
Essex Financial Services
Connecticut
$235K +$221K +2,487 New
SMC
1025
Smith, Moore & Co
Missouri
$235K +$221K +2,486 New