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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1101
Optas LLC
Texas
$232K +$222K +2,196 New
LCC
1102
Lincoln Capital Corp
Rhode Island
$231K +$220K +2,183 New
PCG
1103
Prosperity Consulting Group
Maryland
$230K +$2.93K +29 +1%
AAG
1104
Accordant Advisory Group
Maryland
$229K – – –
WW
1105
Winnow Wealth
Texas
$229K +$217K +2,147 +10,735%
DAS
1106
Dynamic Advisor Solutions
Arizona
$229K -$8.07K -80 -4%
LGA
1107
Lebenthal Global Advisors
New York
$228K -$465K -4,609 -68%
1C
1108
111 Capital
France
$228K -$800K -7,934 -79%
AL
1109
Aspiriant LLC
California
$228K +$217K +2,154 New
HBCM
1110
Heron Bay Capital Management
Michigan
$228K +$217K +2,152 New
IF
1111
Intrua Financial
Texas
$227K -$4.24K -42 -2%
TWA
1112
Tandem Wealth Advisors
Arizona
$227K -$18.2K -180 -8%
VC
1113
Vicus Capital
Pennsylvania
$226K -$127K -1,256 -37%
VA
1114
VestGen Advisors
Illinois
$225K -$1.3M -12,867 -86%
GWS
1115
Greykasell Wealth Strategies
California
$225K +$204K +2,025 +2,025%
LWA
1116
Lineweaver Wealth Advisors
Ohio
$224K -$10.1K -100 -5%
FH
1117
FWG Holdings
Florida
$224K +$1.31K +13 +0.6%
BFA
1118
Beaumont Financial Advisors
Massachusetts
$224K +$214K +2,118 New
CA
1119
Cornerstone Advisory
Maryland
$223K -$1.72K -17 -0.8%
MG
1120
Marex Group
$223K -$49K -486 -19%
MAWA
1121
Moss Adams Wealth Advisors
Washington
$223K +$213K +2,107 New
AWM
1122
Ameliora Wealth Management
Switzerland
$223K -$61K -605 -22%
CWP
1123
CFM Wealth Partners
Texas
$222K -$19.9K -197 -9%
PI
1124
PFG Investments
New York
$222K +$212K +2,098 New
CAS
1125
Coppell Advisory Solutions
Texas
$221K -$121K -1,203 -36%
43 44
45
46 47