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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1051
Wetzel Investment Advisors
Indiana
$6.72K
FSWA
1052
Financial Synergies Wealth Advisors
Texas
$6.35K +$5.86K +88 +1,760%
SFCL
1053
Strengthening Families & Communities LLC
Massachusetts
$6K
ZB
1054
Zions Bancorporation
Utah
$5.6K -$5.13K -77 -48%
GAG
1055
Goodman Advisory Group
Massachusetts
$5.6K +$5.46K +82 New
PP
1056
PFS Partners
New Jersey
$5.53K
MWA
1057
Moser Wealth Advisors
Washington
$5.12K
RWM
1058
Raffa Wealth Management
District of Columbia
$5.12K
LI
1059
LRI Investments
Florida
$5.12K +$4.99K +75 New
VNA
1060
Valley National Advisers
Pennsylvania
$5K -$1.66K -25 -23%
AW
1061
Avion Wealth
Texas
$5K +$333 +5 +8%
WWP
1062
WR Wealth Planners
Missouri
$4.3K +$4.19K +63 New
DF
1063
Dunhill Financial
United Kingdom
$3.45K +$466 +7 +16%
JFA
1064
JNBA Financial Advisors
Minnesota
$3.42K
NECFA
1065
New England Capital Financial Advisors
Connecticut
$3.42K +$3.33K +50 New
ATC
1066
Adirondack Trust Company
New York
$3.42K
MA
1067
MCF Advisors
Kentucky
$3.07K
SIS
1068
Sound Income Strategies
Florida
$3.07K
DPW
1069
DiNuzzo Private Wealth
Pennsylvania
$3.01K
CSB
1070
City State Bank
Iowa
$3K
GA
1071
GoalVest Advisory
New York
$2.66K +$2.6K +39 New
W
1072
WealthCollab
Washington
$2.39K
VWA
1073
Valued Wealth Advisors
Utah
$2.32K +$1.93K +29 +580%
SIC
1074
SJS Investment Consulting
Ohio
$2.25K
S
1075
Sachetta
Massachusetts
$2.23K