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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1126
Capital Group Private Client Services
California
$332K +$250K +2,164 New
AIP
1127
Avail Investment Partners
Pennsylvania
$332K +$250K +2,163 New
LGA
1128
Lebenthal Global Advisors
New York
$332K +$250K +2,160 New
FCA
1129
Fortis Capital Advisors
Kansas
$331K +$249K +2,152 New
FFG
1130
Fiduciary Financial Group
California
$329K -$67.8K -587 -22%
CA
1131
Chatterton & Associates
California
$328K +$231K +2,002 New
KFGK
1132
Keystone Financial Group (Kentucky)
Kentucky
$326K +$245K +2,119 New
FB
1133
Fulton Bank
Pennsylvania
$325K +$245K +2,118 New
CWP
1134
CFM Wealth Partners
Texas
$323K +$243K +2,100 New
NB
1135
Nicolet Bankshares
Wisconsin
$322K +$242K +2,098 New
CCA
1136
Childress Capital Advisors
Texas
$321K +$242K +2,090 New
TFG
1137
Turner Financial Group
Florida
$321K +$241K +2,087 New
GWS
1138
Greykasell Wealth Strategies
California
$319K – – –
SP
1139
SmartHarvest Portfolios
Washington
$319K -$50.6K -438 -17%
HDIM
1140
Hanson & Doremus Investment Management
Vermont
$319K -$86.7K -750 -27%
EWA
1141
Eagle Wealth Advisors
Connecticut
$318K +$240K +2,073 New
CWMK
1142
Caliber Wealth Management (Kansas)
Kansas
$317K +$238K +2,063 New
DMBA
1143
Deseret Mutual Benefit Administrators
Utah
$316K -$29.2K -253 -11%
SW
1144
SVB Wealth
Massachusetts
$315K +$237K +2,052 New
PA
1145
Promethium Advisors
Maryland
$315K +$237K +2,050 New
AGP
1146
Autumn Glory Partners
Texas
$315K +$237K +2,048 New
CWP
1147
Curated Wealth Partners
California
$314K +$236K +2,045 New
LWMM
1148
Legacy Wealth Management (Mississippi)
Mississippi
$313K +$235K +2,035 New
RAG
1149
RIA Advisory Group
Iowa
$312K +$234K +2,029 New
FCT
1150
Family Capital Trust
Massachusetts
$312K – – –
44 45
46
47 48