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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WT
1076
Whittier Trust
California
$142K -$5.14K -62 -3%
RWM
1077
RMG Wealth Management
Wisconsin
$140K +$2.07K +25 +1%
ACM
1078
Aster Capital Management
United Arab Emirates
$138K +$142K +1,709 +5,513%
API
1079
Asset Planning Inc
California
$137K – – –
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$136K +$8.79K +106 +7%
CSP
1081
Cary Street Partners
Virginia
$136K -$42K -507 -23%
NFSG
1082
Newbridge Financial Services Group
Florida
$131K +$136K +1,635 +10,900%
TCOV
1083
Trust Company of Vermont
Vermont
$131K -$100K -1,207 -42%
SIM
1084
Sentry Investment Management
Wisconsin
$127K – – –
WCM
1085
Winthrop Capital Management
Indiana
$124K +$129K +1,559 New
CF
1086
Centaurus Financial
California
$123K -$83 -1 -0.1%
NAAA
1087
New Age Alpha Advisors
New York
$122K -$128K -1,544 -50%
TFA
1088
Toth Financial Advisory
Virginia
$121K +$16.6K +200 +15%
ISWM
1089
Intesa Sanpaolo Wealth Management
$119K +$124K +1,500 New
IBOK
1090
Independence Bank of Kentucky
Kentucky
$113K -$10.4K -125 -8%
TCA
1091
Trifecta Capital Advisors
Illinois
$109K -$8.21K -99 -7%
GFA
1092
Godfrey Financial Associates
New York
$108K +$113K +1,362 New
CA
1093
Crewe Advisors
Utah
$108K -$19.8K -239 -15%
NEWAS
1094
N.E.W. Advisory Services
Wisconsin
$105K -$6.63K -80 -6%
CSPIA
1095
Cary Street Partners Investment Advisory
Virginia
$105K +$9.29K +112 +9%
HI
1096
Harbour Investments
Wisconsin
$105K +$1.16K +14 +1%
SIS
1097
Sound Income Strategies
Florida
$104K +$94.9K +1,144 +497%
FC
1098
Fairscale Capital
New Hampshire
$99.2K – – –
OC
1099
Oakworth Capital
Alabama
$97.5K +$102K +1,228 New
IAIM
1100
International Assets Investment Management
Florida
$97K -$177K -2,138 -64%