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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1076
Ameliora Wealth Management
Switzerland
$140K -$23.4K -290 -14%
OL
1077
OneFund LLC
Florida
$140K -$6.95K -86 -5%
TFA
1078
Transamerica Financial Advisors
Florida
$138K +$123K +1,522 +890%
SIS
1079
Sound Income Strategies
Florida
$131K +$19.1K +237 +17%
WCM
1080
Winthrop Capital Management
Indiana
$127K
RWM
1081
RMG Wealth Management
Wisconsin
$125K -$59K -730 -40%
TFA
1082
Toth Financial Advisory
Virginia
$125K
NAAA
1083
New Age Alpha Advisors
New York
$123K -$2.99K -37 -2%
ISWM
1084
Intesa Sanpaolo Wealth Management
$123K
BFPW
1085
BOK Financial Private Wealth
Colorado
$121K -$64.2K -795 -35%
CSPIA
1086
Cary Street Partners Investment Advisory
Virginia
$117K +$8.24K +102 +8%
IBOK
1087
Independence Bank of Kentucky
Kentucky
$116K
TCA
1088
Trifecta Capital Advisors
Illinois
$112K
GFA
1089
Godfrey Financial Associates
New York
$111K
CA
1090
Crewe Advisors
Utah
$109K -$1.53K -19 -1%
NEWAS
1091
N.E.W. Advisory Services
Wisconsin
$108K
AA
1092
Ancora Advisors
Ohio
$107K +$23.5K +291 +29%
FC
1093
Fairscale Capital
New Hampshire
$102K
AAG
1094
Armstrong Advisory Group
Massachusetts
$101K +$2.67K +33 +3%
CSP
1095
Cary Street Partners
Virginia
$98.9K -$40.2K -498 -29%
OP
1096
Oslo Pensjonsforsikring
$96.9K +$95.8K +1,186 New
SIC
1097
SJS Investment Consulting
Ohio
$94.1K +$18.5K +229 +25%
IAIM
1098
International Assets Investment Management
Florida
$92.7K -$6.46K -80 -7%
FPF
1099
First Pacific Financial
Washington
$87.6K +$404 +5 +0.5%
TGY2IT
1100
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$87K +$86K +1,065 New