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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1051
Essex Financial Services
Connecticut
$266K +$28K +276 +11%
TCOV
1052
Trust Company of Vermont
Vermont
$265K – – –
ARC
1053
Advisor Resource Council
Texas
$264K +$278K +2,745 New
SIG
1054
Stonegate Investment Group
Alabama
$263K -$507 -5 -0.2%
BFA
1055
Brendel Financial Advisors
New Hampshire
$262K – – –
JWS
1056
Juncture Wealth Strategies
Arizona
$261K -$79.2K -781 -22%
AWM
1057
Ameliora Wealth Management
Switzerland
$261K -$10.1K -100 -4%
LAM
1058
L2 Asset Management
Massachusetts
$261K +$26.7K +263 +11%
AIM
1059
Acropolis Investment Management
Missouri
$259K -$3.35K -33 -1%
Members Trust
1060
Members Trust
Florida
$256K -$4.97K -49 -2%
MWM
1061
Meritas Wealth Management
California
$255K – – –
First Manhattan
1062
First Manhattan
New York
$255K – – –
MW
1063
Maia Wealth
Colorado
$253K +$265K +2,615 New
ST
1064
Smithfield Trust
Pennsylvania
$251K +$26K +256 +11%
NCM
1065
Novare Capital Management
North Carolina
$250K – – –
MG
1066
Marex Group
$250K +$1.93K +19 +0.7%
TWM
1067
Tradition Wealth Management
Minnesota
$249K +$8.41K +83 +3%
YCG
1068
Yeomans Consulting Group
Georgia
$248K +$261K +2,572 New
EL
1069
Essex LLC
Illinois
$247K -$507 -5 -0.2%
DCM
1070
DGS Capital Management
New Jersey
$246K +$259K +2,553 New
ACM
1071
Advisors Capital Management
New Jersey
$245K +$6.39K +63 +3%
PTP
1072
Platform Technology Partners
New York
$244K – – –
LWM
1073
LeConte Wealth Management
Tennessee
$243K +$256K +2,526 New
WWC
1074
Waypoint Wealth Counsel
Georgia
$243K +$256K +2,524 New
PF
1075
Phoenix Financial
Israel
$242K -$1.78M -17,588 -88%