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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1026
Balboa Wealth Partners
Arizona
$234K +$221K +2,482 New
EWA
1027
EverSource Wealth Advisors
Alabama
$234K +$156K +1,757 +243%
ACM
1028
Advisors Capital Management
New Jersey
$234K +$220K +2,479 New
AWA
1029
Aaron Wealth Advisors
Illinois
$234K +$220K +2,476 New
WFI
1030
West Family Investments
California
$234K +$220K +2,474 New
ICP
1031
Impact Capital Partners
Colorado
$233K +$220K +2,469 New
BFW
1032
Brady Family Wealth
Missouri
$233K +$219K +2,463 New
LAM
1033
L2 Asset Management
Massachusetts
$231K -$519K -5,833 -70%
ATC
1034
Argent Trust Co
Tennessee
$231K +$218K +2,447 New
CA
1035
Cornerstone Advisory
Maryland
$229K +$183K +2,053 New
SIM
1036
Sentry Investment Management
Wisconsin
$229K -$35.1K -395 -14%
GS
1037
GWN Securities
Florida
$229K +$210K +2,362 New
FH
1038
FWG Holdings
Florida
$228K +$201K +2,260 New
AL
1039
Aspiriant LLC
California
$227K +$214K +2,406 New
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$226K – – –
GA
1041
Geller Advisors
New York
$225K +$212K +2,385 New
ST
1042
Smithfield Trust
Pennsylvania
$225K – – –
LW
1043
Linscomb Wealth
Texas
$224K +$211K +2,374 New
MCM
1044
MV Capital Management
Maryland
$223K +$445 +5 +0.2%
DJYG
1045
David J. Yvars Group
Florida
$222K +$209K +2,350 New
GM
1046
GeoWealth Management
Illinois
$222K -$4.63K -52 -2%
DWM
1047
Drive Wealth Management
Utah
$222K +$209K +2,348 New
SQA
1048
Simon Quick Advisors
New Jersey
$221K +$208K +2,344 New
MWM
1049
MGB Wealth Management
Texas
$221K +$208K +2,340 New
GWSG
1050
GPS Wealth Strategies Group
Colorado
$221K +$16.5K +185 +9%
40 41
42
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