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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1076
SJS Investment Consulting
Ohio
$2.27K -$27.2K -400 -93%
TIM
1077
Tortoise Investment Management
New York
$2.27K – – –
IBOK
1078
Independence Bank of Kentucky
Kentucky
$2.27K +$2.04K +30 New
BG
1079
Bollard Group
Massachusetts
$2K +$1.7K +25 New
VF
1080
VitalStone Financial
Texas
$2K +$1.7K +25 New
AAP
1081
Arax Advisory Partners
Colorado
$1.89K – – –
TFM
1082
TFC Financial Management
Massachusetts
$1.74K +$272 +4 +21%
GWSA
1083
Global Wealth Strategies & Associates
Colorado
$1.66K – – –
CHA
1084
Carmichael Hill & Associates
Maryland
$1.59K – – –
CWM
1085
CarsonAllaria Wealth Management
Illinois
$1.51K – – –
WPA
1086
West Paces Advisors
Georgia
$1.36K – – –
NMG
1087
New Millennium Group
Utah
$1.13K – – –
BONH
1088
Bank of New Hampshire
New Hampshire
$1.13K +$1.02K +15 New
AP
1089
Arlington Partners
Alabama
$1.06K – – –
CA
1090
Centerpoint Advisors
Massachusetts
$1K – – –
FMP
1091
Financial Management Professionals
Texas
$1K – – –
DWA
1092
Delos Wealth Advisors
Texas
$756 -$22.6K -333 -97%
BCH
1093
Berkshire Capital Holdings
California
$756 – – –
TWD
1094
True Wealth Design
Ohio
$756 – – –
UFF
1095
USA Financial Formulas
Michigan
$756 – – –
M
1096
MOTCO
Texas
$605 +$544 +8 New
2L
1097
25 LLC
Missouri
$548 +$476 +7 New
LWANC
1098
Laurel Wealth Advisors (North Carolina)
North Carolina
$378 – – –
CTWM
1099
Cherry Tree Wealth Management
Minnesota
$378 +$340 +5 New
VAG
1100
VisionPoint Advisory Group
Texas
$302 +$272 +4 New