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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1051
IBEX Wealth Advisors
New Jersey
$278K +$266K +2,634 New
SIA
1052
Soltis Investment Advisors
Utah
$277K +$20.9K +207 +9%
ST
1053
Smithfield Trust
Pennsylvania
$277K – – –
NCM
1054
Novare Capital Management
North Carolina
$275K – – –
HR
1055
Howe & Rusling
New York
$270K +$257K +2,551 New
CWM
1056
Cornerstone Wealth Management
Missouri
$270K +$257K +2,550 New
SMC
1057
Smith, Moore & Co
Missouri
$268K +$4.84K +48 +2%
AWA
1058
Aaron Wealth Advisors
Illinois
$266K -$36.7K -364 -13%
WA
1059
Wealth Alliance
New York
$264K – – –
MHIC
1060
Marble Harbor Investment Counsel
Massachusetts
$264K – – –
SAS
1061
Spurstone Advisory Services
Connecticut
$264K – – –
HB
1062
Horizon Bancorp
Indiana
$264K +$252K +2,500 New
VAS
1063
Vestmark Advisory Solutions
Massachusetts
$263K +$251K +2,492 New
EL
1064
Essex LLC
Illinois
$263K -$8.07K -80 -3%
TCM
1065
TD Capital Management
Tennessee
$263K – – –
LSPW
1066
Lake Street Private Wealth
Illinois
$263K – – –
QC
1067
Quent Capital
New York
$262K +$30.1K +298 +14%
BFW
1068
Brady Family Wealth
Missouri
$261K – – –
GM
1069
GeoWealth Management
Illinois
$260K -$1.14M -11,271 -82%
ICP
1070
Impact Capital Partners
Colorado
$260K +$2.42K +24 +1%
WLG
1071
Williamson Legacy Group
Indiana
$258K +$247K +2,445 New
AT
1072
American Trust
Kentucky
$257K +$246K +2,434 New
1WM
1073
1858 Wealth Management
Ohio
$257K +$245K +2,430 New
MIP
1074
Marietta Investment Partners
Wisconsin
$256K +$15.1K +150 +7%
LA
1075
LVW Advisors
New York
$256K -$8.47K -84 -3%
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