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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1051
Ameritas Advisory Services
Nebraska
$202K +$199K +2,397 +1,598%
PCS
1052
Personal CFO Solutions
New Jersey
$202K -$10.5K -127 -5%
ACM
1053
Advisors Capital Management
New Jersey
$201K -$8.29K -100 -4%
SAS
1054
Spurstone Advisory Services
Connecticut
$199K
BWA
1055
Basecamp Wealth Advisors
Washington
$196K +$204K +2,463 New
BCWM
1056
Bartlett & Co Wealth Management
Ohio
$195K +$7.38K +89 +4%
EFMH
1057
E Fund Management (HK)
Hong Kong
$193K +$137K +1,656 +230%
C
1058
Covestor
United Kingdom
$189K +$24K +289 +14%
RFP
1059
Root Financial Partners
California
$188K +$126K +1,523 +180%
MCM
1060
MV Capital Management
Maryland
$187K +$995 +12 +0.5%
AF
1061
Advisornet Financial
Minnesota
$186K +$2.16K +26 +1%
SEP
1062
Signature Equity Partners
Ohio
$185K +$193K +2,325 New
ST
1063
Smithfield Trust
Pennsylvania
$183K
BFPW
1064
BOK Financial Private Wealth
Colorado
$181K +$189K +2,278 New
DJSG
1065
D.J. St. Germain
Massachusetts
$175K +$182K +2,200 New
EAM
1066
Erste Asset Management
Austria
$172K -$1.07M -12,905 -84%
GWS
1067
Greykasell Wealth Strategies
California
$165K
SSG
1068
Summit Securities Group
New York
$164K +$168K +2,021 +4,042%
GWSA
1069
Global Wealth Strategies & Associates
Colorado
$163K +$4.4K +53 +3%
AWM
1070
Ameliora Wealth Management
Switzerland
$159K -$8.29K -100 -5%
FCT
1071
Family Capital Trust
Massachusetts
$153K +$1.99K +24 +1%
CH
1072
Cromwell Holdings
Wyoming
$145K
MPWT
1073
MassMutual Private Wealth & Trust
Connecticut
$144K -$62.2K -750 -29%
OL
1074
OneFund LLC
Florida
$144K +$8.87K +107 +6%
WT
1075
Whittier Trust
California
$142K -$5.14K -62 -3%