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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1026
PharVision Advisers
Florida
$202K +$214K +2,397 New
LW
1027
Linscomb Wealth
Texas
$201K +$1.43K +16 +0.7%
DWS
1028
Dynamic Wealth Strategies
California
$201K +$45.7K +512 +27%
LI
1029
Lafayette Investments
Maryland
$200K +$213K +2,383 New
HFS
1030
Hantz Financial Services
Michigan
$200K +$27.3K +306 +15%
BCWM
1031
Bartlett & Co Wealth Management
Ohio
$199K -$2.5K -28 -1%
WBC
1032
Westpac Banking Corp
Australia
$198K -$1.89M -21,226 -90%
MCM
1033
MV Capital Management
Maryland
$197K -$803 -9 -0.4%
AF
1034
Advisornet Financial
Minnesota
$195K -$178K -1,996 -46%
ST
1035
Smithfield Trust
Pennsylvania
$191K -$30K -336 -13%
CSP
1036
Cary Street Partners
Virginia
$186K -$56.9K -638 -22%
SOW
1037
State of Wyoming
Wyoming
$177K -$357K -4,005 -66%
AWM
1038
Ameliora Wealth Management
Switzerland
$177K – – –
C
1039
Covestor
United Kingdom
$176K +$41K +460 +28%
GWS
1040
Greykasell Wealth Strategies
California
$175K -$4.19K -47 -2%
GWSA
1041
Global Wealth Strategies & Associates
Colorado
$168K – – –
KFGK
1042
Keystone Financial Group (Kentucky)
Kentucky
$165K +$176K +1,967 New
LP
1043
LMR Partners
United Kingdom
$164K -$6.52M -73,050 -97%
WT
1044
Whittier Trust
California
$161K +$5.53K +62 +3%
FCT
1045
Family Capital Trust
Massachusetts
$160K +$170K +1,900 New
CH
1046
Cromwell Holdings
Wyoming
$154K -$3.3K -37 -2%
RWM
1047
RMG Wealth Management
Wisconsin
$151K – – –
API
1048
Asset Planning Inc
California
$145K – – –
AFWM
1049
Abich Financial Wealth Management
Virginia
$144K +$153K +1,715 New
OL
1050
OneFund LLC
Florida
$143K +$5.26K +59 +4%