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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1101
Continuum Advisory
Idaho
$465 +$533 +8 New
FGAM
1102
Financial Gravity Asset Management
Texas
$412 +$399 +6 New
CTWM
1103
Cherry Tree Wealth Management
Minnesota
$342
DFA
1104
DHJJ Financial Advisors
Illinois
$342
LWANC
1105
Laurel Wealth Advisors (North Carolina)
North Carolina
$342
SIM
1106
Studio Investment Management
Illinois
$342 +$333 +5 New
WA
1107
WestEnd Advisors
North Carolina
$273
OLVIG
1108
Oliver Lagore Vanvalin Investment Group
Michigan
$205 +$200 +3 New
TWP
1109
TFO Wealth Partners
Ohio
$68 -$333 -5 -83%
CPG
1110
Cornerstone Planning Group
New Jersey
$59
DWM
1111
Dogwood Wealth Management
Kansas
$5
Swedbank
1112
Swedbank
Sweden
-$462M -7,895,451 Closed
Fidelity International
1113
Fidelity International
Bermuda
-$82.9M -1,416,009 Closed
WP
1114
Woodline Partners
California
-$59.4M -1,014,630 Closed
AM
1115
Atreides Management
Massachusetts
-$55.9M -954,939 Closed
Alyeska Investment Group
1116
Alyeska Investment Group
Illinois
-$44M -751,931 Closed
EIP
1117
Epoch Investment Partners
New York
-$30.3M -517,014 Closed
CM
1118
Cercano Management
Washington
-$20M -341,133 Closed
HighTower Advisors
1119
HighTower Advisors
Illinois
-$19.9M -340,224 Closed
AWM
1120
AE Wealth Management
Kansas
-$18.4M -278,279 Closed
CANY
1121
Caxton Associates (New York)
New York
-$11.7M -200,000 Closed
GBWM
1122
Granite Bay Wealth Management
New Hampshire
-$7.61M -137,709 Closed
GCA
1123
Greenwood Capital Associates
South Carolina
-$6.57M -112,298 Closed
ACMH
1124
Andar Capital Management (HK)
Hong Kong
-$6.44M -110,000 Closed
PRC
1125
Pearl River Capital
Michigan
-$4.27M -72,947 Closed