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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
1051
Abich Financial Wealth Management
Virginia
$7.1K -$7.52K -113 -52%
MAWCM
1052
Mine & Arao Wealth Creation & Management
California
$6.83K – – –
GEA
1053
Glen Eagle Advisors
New Jersey
$6.83K +$6.66K +100 New
WIA
1054
Wetzel Investment Advisors
Indiana
$6.72K – – –
FSWA
1055
Financial Synergies Wealth Advisors
Texas
$6.35K +$5.86K +88 +1,760%
SFCL
1056
Strengthening Families & Communities LLC
Massachusetts
$6K – – –
ZB
1057
Zions Bancorporation
Utah
$5.6K -$5.13K -77 -48%
GAG
1058
Goodman Advisory Group
Massachusetts
$5.6K +$5.46K +82 New
PP
1059
PFS Partners
New Jersey
$5.53K – – –
MWA
1060
Moser Wealth Advisors
Washington
$5.12K – – –
RWM
1061
Raffa Wealth Management
District of Columbia
$5.12K – – –
LI
1062
LRI Investments
Florida
$5.12K +$4.99K +75 New
VNA
1063
Valley National Advisers
Pennsylvania
$5K -$1.66K -25 -23%
AW
1064
Avion Wealth
Texas
$5K +$333 +5 +8%
WWP
1065
WR Wealth Planners
Missouri
$4.3K +$4.19K +63 New
DF
1066
Dunhill Financial
United Kingdom
$3.45K +$466 +7 +16%
JFA
1067
JNBA Financial Advisors
Minnesota
$3.42K – – –
NECFA
1068
New England Capital Financial Advisors
Connecticut
$3.42K +$3.33K +50 New
ATC
1069
Adirondack Trust Company
New York
$3.42K – – –
MA
1070
MCF Advisors
Kentucky
$3.07K – – –
SIS
1071
Sound Income Strategies
Florida
$3.07K – – –
DPW
1072
DiNuzzo Private Wealth
Pennsylvania
$3.01K – – –
CSB
1073
City State Bank
Iowa
$3K – – –
GA
1074
GoalVest Advisory
New York
$2.66K +$2.6K +39 New
W
1075
WealthCollab
Washington
$2.39K – – –