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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
Advisors Capital Management
New Jersey
$222K
PCM
1002
Permanent Capital Management
Illinois
$217K +$230K +2,576 New
TFS
1003
Thoroughbred Financial Services
Tennessee
$216K -$35.3K -396 -13%
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$216K -$1.37M -15,320 -86%
SIA
1005
Soltis Investment Advisors
Utah
$215K -$5.44K -61 -2%
RG
1006
Rathbones Group
United Kingdom
$214K -$64.9K -727 -22%
NG
1007
Novem Group
New York
$214K +$17.8K +199 +8%
WA
1008
Wealth Alliance
New York
$210K +$89 +1 +0%
MHIC
1009
Marble Harbor Investment Counsel
Massachusetts
$210K
SAS
1010
Spurstone Advisory Services
Connecticut
$210K
SSA
1011
South Street Advisors
New York
$210K +$223K +2,500 New
MWM
1012
Marion Wealth Management
Pennsylvania
$209K +$222K +2,486 New
ML
1013
McAdam LLC
Pennsylvania
$209K -$73.4K -823 -25%
MFS
1014
Mattson Financial Services
Michigan
$208K +$221K +2,473 New
WFI
1015
West Family Investments
California
$208K -$29.9K -335 -12%
CBB
1016
Citizens Business Bank
California
$208K +$220K +2,468 New
BFW
1017
Brady Family Wealth
Missouri
$207K
Wolverine Trading
1018
Wolverine Trading
Illinois
$207K +$218K +2,444 New
SWA
1019
SFMG Wealth Advisors
Texas
$204K +$2.77K +31 +1%
CAS
1020
Coppell Advisory Solutions
Texas
$204K +$24.4K +273 +13%
QC
1021
Quent Capital
New York
$203K -$5.26K -59 -2%
FFG
1022
Fortem Financial Group
California
$202K -$123K -1,375 -36%
QWP
1023
Quotient Wealth Partners
Texas
$202K -$39.3K -440 -15%
PFM
1024
Patton Fund Management
Texas
$202K -$22.6K -253 -10%
PA
1025
PharVision Advisers
Florida
$202K +$214K +2,397 New