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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1051
Sentry Investment Management
Wisconsin
$139K -$23.5K -263 -14%
CFD
1052
Creative Financial Designs
Indiana
$139K +$3.57K +40 +2%
VCM
1053
Versant Capital Management
Arizona
$139K -$90.7K -1,016 -38%
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$135K -$2.23K -25 -2%
PWA
1055
Provenance Wealth Advisors
Florida
$135K +$22.8K +255 +19%
CA
1056
Crewe Advisors
Utah
$134K -$9.46K -106 -6%
IBOK
1057
Independence Bank of Kentucky
Kentucky
$130K -$75.8K -850 -35%
CF
1058
Centaurus Financial
California
$130K -$448K -5,016 -76%
CT
1059
Colonial Trust
South Carolina
$127K -$535 -6 -0.4%
TCA
1060
Trifecta Capital Advisors
Illinois
$124K – – –
AAG
1061
Accordant Advisory Group
Maryland
$123K -$62.5K -700 -32%
NEWAS
1062
N.E.W. Advisory Services
Wisconsin
$118K – – –
AA
1063
Ancora Advisors
Ohio
$113K +$44.6K +500 +59%
TFA
1064
Toth Financial Advisory
Virginia
$111K -$4.02K -45 -3%
HI
1065
Harbour Investments
Wisconsin
$110K -$20.9K -234 -15%
AAG
1066
Armstrong Advisory Group
Massachusetts
$107K -$1.87K -21 -2%
FC
1067
Fairscale Capital
New Hampshire
$105K – – –
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
$102K -$17.6K -197 -14%
GAG
1069
Goodman Advisory Group
Massachusetts
$101K +$91.6K +1,027 +574%
IFU
1070
iSAM Funds (UK)
United Kingdom
$101K +$107K +1,201 New
FA
1071
Financial Avengers
California
$101K – – –
WSFS
1072
Wilmington Savings Fund Society
Delaware
$98.8K -$260K -2,918 -71%
MWA
1073
Medallion Wealth Advisors
Connecticut
$97.4K -$6.34K -71 -6%
EP
1074
Essential Partners
California
$95.4K -$1.56M -17,438 -94%
FPF
1075
First Pacific Financial
Washington
$89.7K – – –