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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1051
Soltis Investment Advisors
Utah
$277K +$20.9K +207 +9%
ST
1052
Smithfield Trust
Pennsylvania
$277K – – –
NCM
1053
Novare Capital Management
North Carolina
$275K – – –
HR
1054
Howe & Rusling
New York
$270K +$257K +2,551 New
CWM
1055
Cornerstone Wealth Management
Missouri
$270K +$257K +2,550 New
SMC
1056
Smith, Moore & Co
Missouri
$268K +$4.84K +48 +2%
AWA
1057
Aaron Wealth Advisors
Illinois
$266K -$36.7K -364 -13%
WA
1058
Wealth Alliance
New York
$264K – – –
MHIC
1059
Marble Harbor Investment Counsel
Massachusetts
$264K – – –
SAS
1060
Spurstone Advisory Services
Connecticut
$264K – – –
HB
1061
Horizon Bancorp
Indiana
$264K +$252K +2,500 New
VAS
1062
Vestmark Advisory Solutions
Massachusetts
$263K +$251K +2,492 New
EL
1063
Essex LLC
Illinois
$263K -$8.07K -80 -3%
TCM
1064
TD Capital Management
Tennessee
$263K – – –
LSPW
1065
Lake Street Private Wealth
Illinois
$263K – – –
QC
1066
Quent Capital
New York
$262K +$30.1K +298 +14%
BFW
1067
Brady Family Wealth
Missouri
$261K – – –
GM
1068
GeoWealth Management
Illinois
$260K -$1.14M -11,271 -82%
ICP
1069
Impact Capital Partners
Colorado
$260K +$2.42K +24 +1%
WLG
1070
Williamson Legacy Group
Indiana
$258K +$247K +2,445 New
AT
1071
American Trust
Kentucky
$257K +$246K +2,434 New
1WM
1072
1858 Wealth Management
Ohio
$257K +$245K +2,430 New
MIP
1073
Marietta Investment Partners
Wisconsin
$256K +$15.1K +150 +7%
LA
1074
LVW Advisors
New York
$256K -$8.47K -84 -3%
SWA
1075
SFMG Wealth Advisors
Texas
$254K +$17.9K +177 +8%
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