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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1001
Aviance Capital Partners
Florida
$321K – – –
FWM
1002
Focused Wealth Management
New York
$321K +$90.8K +900 +42%
MFG
1003
MidWestOne Financial Group
Iowa
$317K +$72.9K +723 +32%
VCP
1004
Verus Capital Partners
Arizona
$316K -$14.5K -144 -5%
FFA
1005
Fairfield Financial Advisors
Massachusetts
$315K – – –
TFS
1006
Thoroughbred Financial Services
Tennessee
$313K -$305K -3,027 -51%
NS
1007
NBC Securities
Alabama
$312K -$102K -1,008 -25%
WFA
1008
Wellspring Financial Advisors
Ohio
$311K +$7.47K +74 +3%
FCP
1009
Fidelis Capital Partners
Florida
$311K +$7.57K +75 +2%
WC
1010
Waterloo Capital
Texas
$310K +$296K +2,930 New
BW
1011
BostonPremier Wealth
Massachusetts
$309K +$295K +2,925 New
AIM
1012
Advyzon Investment Management
Illinois
$308K +$294K +2,914 New
HDIM
1013
Hanson & Doremus Investment Management
Vermont
$307K +$7.67K +76 +3%
EFS
1014
Essex Financial Services
Connecticut
$306K +$13.2K +131 +5%
CIA
1015
Compass Ion Advisors
Pennsylvania
$305K +$605 +6 +0.2%
DSC
1016
Duncker Streett & Co
Missouri
$304K – – –
SB
1017
Strategic Blueprint
Georgia
$304K +$49.1K +487 +20%
PMFA
1018
Plante Moran Financial Advisors
Michigan
$303K – – –
LI
1019
LifeWealth Investments
Florida
$302K +$46.8K +464 +19%
CSP
1020
Cary Street Partners
Virginia
$302K +$86K +852 +43%
TCOV
1021
Trust Company of Vermont
Vermont
$302K +$10.1K +100 +4%
CIC
1022
Chilton Investment Company
Connecticut
$301K +$288K +2,850 New
LAM
1023
L2 Asset Management
Massachusetts
$301K +$13.8K +137 +5%
QWP
1024
Quotient Wealth Partners
Texas
$300K +$36K +357 +14%
MA
1025
Montag & Associates
Georgia
$298K -$8.58K -85 -3%
39 40
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