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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1051
Certuity
Florida
$406K -$27.7K -240 -8%
HH
1052
Hilltop Holdings
Texas
$406K -$28.7K -248 -9%
FNT
1053
First National Trust
Pennsylvania
$404K – – –
PTP
1054
Platform Technology Partners
New York
$402K +$16.9K +146 +6%
FWP
1055
Flatrock Wealth Partners
California
$401K +$12.5K +108 +4%
SAS
1056
Spurstone Advisory Services
Connecticut
$397K – – –
EW
1057
Elyxium Wealth
California
$397K +$299K +2,585 New
PCM
1058
Polymer Capital Management
New York
$394K +$297K +2,566 New
WIA
1059
World Investment Advisors
California
$393K -$200K -1,735 -26%
SMC
1060
Smith, Moore & Co
Missouri
$393K +$92.4K +800 +46%
MAM
1061
Mainsail Asset Management
Alabama
$391K +$279K +2,418 New
DJYG
1062
David J. Yvars Group
Florida
$389K – – –
CA
1063
Claro Advisors
Massachusetts
$387K +$291K +2,521 New
AC
1064
Apella Capital
Connecticut
$386K +$281K +2,435 New
WA
1065
Wealth Alliance
New York
$384K -$116 -1 -0%
SSA
1066
South Street Advisors
New York
$384K – – –
CBB
1067
Citizens Business Bank
California
$379K – – –
BFW
1068
Brady Family Wealth
Missouri
$378K -$347 -3 -0.1%
BCWM
1069
Bartlett & Co Wealth Management
Ohio
$378K +$3K +26 +1%
AWE
1070
Avidian Wealth Enterprises
Texas
$378K +$284K +2,458 New
NWM
1071
Northwest Wealth Management
Iowa
$377K -$223K -1,929 -44%
CWG
1072
Cornerstone Wealth Group
North Carolina
$376K +$283K +2,448 New
PL
1073
Plancorp LLC
Missouri
$375K +$270K +2,333 New
SW
1074
Simplicity Wealth
New Jersey
$375K +$282K +2,439 New
PMFA
1075
Plante Moran Financial Advisors
Michigan
$373K -$50.4K -436 -15%
41 42
43
44 45