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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1026
Abacus Wealth Partners
California
$439K -$52.5K -454 -14%
MWM
1027
Modern Wealth Management
Kansas
$436K +$328K +2,838 New
SB
1028
Strategic Blueprint
Georgia
$435K +$327K +2,832 New
BB
1029
Bell Bank
North Dakota
$435K -$1.73K -15 -0.5%
NP
1030
NorthRock Partners
Minnesota
$433K -$28.8K -249 -8%
CWMA
1031
Capstone Wealth Management (Alabama)
Alabama
$431K +$324K +2,804 New
CPBTD
1032
Central Pacific Bank - Trust Division
Hawaii
$430K – – –
PIA
1033
Perennial Investment Advisors
California
$429K +$323K +2,795 New
CWM
1034
Calamos Wealth Management
Illinois
$428K -$527K -4,557 -62%
CA
1035
Cornerstone Advisory
Maryland
$426K +$33.2K +287 +12%
CTC
1036
Central Trust Company
Missouri
$424K – – –
AIM
1037
Alhambra Investment Management
Florida
$423K +$318K +2,754 New
EA
1038
Everpar Advisors
Oklahoma
$419K +$315K +2,729 New
BWA
1039
Basecamp Wealth Advisors
Washington
$413K +$3.58K +31 +1%
PCS
1040
Personal CFO Solutions
New Jersey
$411K +$924 +8 +0.3%
LA
1041
LVW Advisors
New York
$411K +$3.24K +28 +1%
IAS
1042
Insigneo Advisory Services
Florida
$408K -$55.2K -478 -15%
C
1043
Certuity
Florida
$406K -$27.7K -240 -8%
HH
1044
Hilltop Holdings
Texas
$406K -$28.7K -248 -9%
FNT
1045
First National Trust
Pennsylvania
$404K – – –
PTP
1046
Platform Technology Partners
New York
$402K +$16.9K +146 +6%
FWP
1047
Flatrock Wealth Partners
California
$401K +$12.5K +108 +4%
SAS
1048
Spurstone Advisory Services
Connecticut
$397K – – –
EW
1049
Elyxium Wealth
California
$397K +$299K +2,585 New
PCM
1050
Polymer Capital Management
New York
$394K +$297K +2,566 New
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