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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
1101
Sustainable Insight Capital Management
New York
$226K -$60.8K -600 -20%
DJYG
1102
David J. Yvars Group
Florida
$226K – – –
MCM
1103
MV Capital Management
Maryland
$226K -$1.32K -13 -0.6%
SFGP
1104
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$230K +2,267 +3,023%
TWA
1105
Tandem Wealth Advisors
Arizona
$224K -$22.7K -224 -9%
SB
1106
SIG Brokerage
New York
$223K +$235K +2,320 New
CWP
1107
CFM Wealth Partners
Texas
$221K – – –
ONGA
1108
O'Neil Global Advisors
California
$221K +$233K +2,298 New
DWM
1109
Drive Wealth Management
Utah
$221K -$5.37K -53 -2%
PL
1110
Plancorp LLC
Missouri
$221K +$232K +2,292 New
MFS
1111
Mattson Financial Services
Michigan
$220K +$15.5K +153 +7%
FFO
1112
Fiduciary Family Office
Florida
$220K +$231K +2,283 New
MFG
1113
MidWestOne Financial Group
Iowa
$219K -$45.6K -450 -16%
HCP
1114
Hexagon Capital Partners
Arkansas
$219K -$304 -3 -0.1%
KCP
1115
Kera Capital Partners
California
$219K +$230K +2,272 New
MIP
1116
Marietta Investment Partners
Wisconsin
$219K – – –
S
1117
Sunpointe
Missouri
$218K +$8.82K +87 +4%
DAS
1118
Dynamic Advisor Solutions
Arizona
$216K +$228K +2,245 New
IIA
1119
IPG Investment Advisors
California
$216K +$227K +2,239 New
BWP
1120
Balboa Wealth Partners
Arizona
$215K -$25.1K -248 -10%
PDL
1121
Portfolio Design Labs
California
$214K +$225K +2,224 New
SWA
1122
SFMG Wealth Advisors
Texas
$214K +$225K +2,224 New
LWA
1123
Lineweaver Wealth Advisors
Ohio
$214K – – –
TCOO
1124
Trust Company of Oklahoma
Oklahoma
$214K – – –
BOTPPF
1125
Board of the Pension Protection Fund
United Kingdom
$212K -$902K -8,900 -80%
43 44
45
46 47