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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1076
LVW Advisors
New York
$241K +$254K +2,501 New
WA
1077
Wealth Alliance
New York
$241K – – –
SAS
1078
Spurstone Advisory Services
Connecticut
$241K -$253K -2,500 -50%
MHIC
1079
Marble Harbor Investment Counsel
Massachusetts
$241K – – –
LW
1080
Linscomb Wealth
Texas
$240K +$12.2K +120 +5%
ATC
1081
Argent Trust Co
Tennessee
$240K +$4.36K +43 +2%
TCM
1082
TD Capital Management
Tennessee
$239K -$160K -1,574 -39%
SMC
1083
Smith, Moore & Co
Missouri
$239K – – –
LSPW
1084
Lake Street Private Wealth
Illinois
$239K – – –
QWP
1085
Quotient Wealth Partners
Texas
$239K +$35K +345 +16%
ME
1086
McIlrath & Eck
Washington
$238K +$135K +1,333 +117%
IBOK
1087
Independence Bank of Kentucky
Kentucky
$238K -$91.2K -900 -27%
BFW
1088
Brady Family Wealth
Missouri
$237K +$304 +3 +0.1%
GAG
1089
Goodman Advisory Group
Massachusetts
$236K +$249K +2,453 New
PFA
1090
Pure Financial Advisors
California
$236K +$248K +2,447 New
FH
1091
FWG Holdings
Florida
$235K – – –
ICP
1092
Impact Capital Partners
Colorado
$235K -$3.04K -30 -1%
Walleye Capital
1093
Walleye Capital
New York
$235K -$7.24M -71,408 -97%
SIA
1094
Soltis Investment Advisors
Utah
$232K +$22.5K +222 +10%
LFAS
1095
Level Four Advisory Services
Texas
$232K -$16.9K -167 -6%
BCWM
1096
Bartlett & Co Wealth Management
Ohio
$230K +$304 +3 +0.1%
LI
1097
LifeWealth Investments
Florida
$230K +$242K +2,389 New
SB
1098
Strategic Blueprint
Georgia
$230K +$12.1K +119 +5%
CA
1099
Cornerstone Advisory
Maryland
$228K +$7.6K +75 +4%
IFS
1100
Ifrah Financial Services
Arkansas
$226K -$50.8K -501 -18%