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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1026
Carolinas Wealth Consulting
North Carolina
$16.6K -$5.64K -83 -27%
RFG
1027
RFP Financial Group
Georgia
$16.6K – – –
FA
1028
Fiduciary Alliance
South Carolina
$15.6K +$14K +206 New
RTC
1029
Riverview Trust Company
Washington
$15.3K +$13.8K +203 New
SWA
1030
Sutton Wealth Advisors
Florida
$15.1K – – –
WFA
1031
West Financial Advisors
Iowa
$15.1K – – –
PWMG
1032
Prestige Wealth Management Group
New Jersey
$15K -$204 -3 -1%
ANBT
1033
American National Bank & Trust
Texas
$14.7K +$13.3K +195 New
CP
1034
Castleview Partners
Texas
$13.6K – – –
VWM
1035
Venturi Wealth Management
Texas
$13.5K +$2.99K +44 +33%
BC
1036
Belmont Capital
California
$12.9K -$272 -4 -2%
AWM
1037
Abound Wealth Management
Tennessee
$12.5K +$4.76K +70 +73%
CT
1038
Clearstead Trust
Maine
$12.3K – – –
BWA
1039
BDO Wealth Advisors
Florida
$12.1K +$6.8K +100 +167%
SCA
1040
Stonebridge Capital Advisors
Minnesota
$12.1K – – –
WT
1041
Whittier Trust
California
$11.7K -$1.7K -25 -14%
AIC
1042
Archer Investment Corporation
Indiana
$9.83K – – –
PGAM
1043
Princeton Global Asset Management
New Jersey
$9.83K – – –
BAM
1044
Bellevue Asset Management
Washington
$9.45K – – –
SFCL
1045
Strengthening Families & Communities LLC
Massachusetts
$9K +$8.43K +124 New
ACA
1046
Atlas Capital Advisors
Wyoming
$8.69K +$7.82K +115 New
DIP
1047
DT Investment Partners
Pennsylvania
$8.19K – – –
BWM
1048
Baystate Wealth Management
Massachusetts
$7.56K – – –
MAWCM
1049
Mine & Arao Wealth Creation & Management
California
$7.56K – – –
IPW
1050
Impact Partnership Wealth
Georgia
$7.56K +$6.8K +100 New