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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
LW
1026
Linscomb Wealth
Texas
$201K +$1.43K +16 +0.7%
DWS
1027
Dynamic Wealth Strategies
California
$201K +$45.7K +512 +27%
LI
1028
Lafayette Investments
Maryland
$200K +$213K +2,383 New
HFS
1029
Hantz Financial Services
Michigan
$200K +$27.3K +306 +15%
BCWM
1030
Bartlett & Co Wealth Management
Ohio
$199K -$2.5K -28 -1%
WBC
1031
Westpac Banking Corp
Australia
$198K -$1.89M -21,226 -90%
MCM
1032
MV Capital Management
Maryland
$197K -$803 -9 -0.4%
AF
1033
Advisornet Financial
Minnesota
$195K -$178K -1,996 -46%
ST
1034
Smithfield Trust
Pennsylvania
$191K -$30K -336 -13%
CSP
1035
Cary Street Partners
Virginia
$186K -$56.9K -638 -22%
SOW
1036
State of Wyoming
Wyoming
$177K -$357K -4,005 -66%
AWM
1037
Ameliora Wealth Management
Switzerland
$177K
C
1038
Covestor
United Kingdom
$176K +$41K +460 +28%
GWS
1039
Greykasell Wealth Strategies
California
$175K -$4.19K -47 -2%
GWSA
1040
Global Wealth Strategies & Associates
Colorado
$168K
KFGK
1041
Keystone Financial Group (Kentucky)
Kentucky
$165K +$176K +1,967 New
LP
1042
LMR Partners
United Kingdom
$164K -$6.52M -73,050 -97%
WT
1043
Whittier Trust
California
$161K +$5.53K +62 +3%
FCT
1044
Family Capital Trust
Massachusetts
$160K +$170K +1,900 New
CH
1045
Cromwell Holdings
Wyoming
$154K -$3.3K -37 -2%
RWM
1046
RMG Wealth Management
Wisconsin
$151K
API
1047
Asset Planning Inc
California
$145K
AFWM
1048
Abich Financial Wealth Management
Virginia
$144K +$153K +1,715 New
OL
1049
OneFund LLC
Florida
$143K +$5.26K +59 +4%
SIM
1050
Sentry Investment Management
Wisconsin
$139K -$23.5K -263 -14%