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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
TWD
1051
True Wealth Design
Ohio
$1.33K +$311 +5 +29%
CHA
1052
Carmichael Hill & Associates
Maryland
$1.27K – – –
CWM
1053
CarsonAllaria Wealth Management
Illinois
$1.21K – – –
SC
1054
Swan Capital
Florida
$1.08K +$1.12K +18 New
FMP
1055
Financial Management Professionals
Texas
$1K – – –
CPG
1056
Cornerstone Planning Group
New Jersey
$998 +$1.06K +17 +1,700%
CWC
1057
Carolinas Wealth Consulting
North Carolina
$905 – – –
CSWM
1058
Cassady Schiller Wealth Management
Ohio
$904 – – –
NMG
1059
New Millennium Group
Utah
$904 +$933 +15 New
RAM
1060
Riggs Asset Management
Pennsylvania
$844 +$124 +2 +17%
TCG
1061
Transcendent Capital Group
Oklahoma
$663 +$684 +11 New
TAM
1062
Tucker Asset Management
Colorado
$603 -$105K -1,691 -99%
DAM
1063
Delta Asset Management
Tennessee
$603 – – –
CA
1064
Continuum Advisory
Idaho
$482 – – –
CAM
1065
ClariVest Asset Management
California
$420 – – –
CTWM
1066
Cherry Tree Wealth Management
Minnesota
$302 – – –
DFA
1067
DHJJ Financial Advisors
Illinois
$302 – – –
LWANC
1068
Laurel Wealth Advisors (North Carolina)
North Carolina
$302 – – –
PPA
1069
Painted Porch Advisors
California
$301 +$311 +5 New
WA
1070
WestEnd Advisors
North Carolina
$241 – – –
DWM
1071
Dogwood Wealth Management
Kansas
$5 – – –
Schroder Investment Management Group
1072
Schroder Investment Management Group
United Kingdom
– -$187M -2,742,969 Closed
Holocene Advisors
1073
Holocene Advisors
New York
– -$109M -1,589,613 Closed
SM
1074
SCGE Management
California
– -$51.4M -753,000 Closed
CI
1075
Clal Insurance
Israel
– -$20.9M -306,490 Closed