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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1126
CFM Wealth Partners
Texas
$323K +$243K +2,100 New
NB
1127
Nicolet Bankshares
Wisconsin
$322K +$242K +2,098 New
CCA
1128
Childress Capital Advisors
Texas
$321K +$242K +2,090 New
TFG
1129
Turner Financial Group
Florida
$321K +$241K +2,087 New
GWS
1130
Greykasell Wealth Strategies
California
$319K – – –
SP
1131
SmartHarvest Portfolios
Washington
$319K -$50.6K -438 -17%
HDIM
1132
Hanson & Doremus Investment Management
Vermont
$319K -$86.7K -750 -27%
EWA
1133
Eagle Wealth Advisors
Connecticut
$318K +$240K +2,073 New
CWMK
1134
Caliber Wealth Management (Kansas)
Kansas
$317K +$238K +2,063 New
DMBA
1135
Deseret Mutual Benefit Administrators
Utah
$316K -$29.2K -253 -11%
SW
1136
SVB Wealth
Massachusetts
$315K +$237K +2,052 New
PA
1137
Promethium Advisors
Maryland
$315K +$237K +2,050 New
AGP
1138
Autumn Glory Partners
Texas
$315K +$237K +2,048 New
CWP
1139
Curated Wealth Partners
California
$314K +$236K +2,045 New
LWMM
1140
Legacy Wealth Management (Mississippi)
Mississippi
$313K +$235K +2,035 New
RAG
1141
RIA Advisory Group
Iowa
$312K +$234K +2,029 New
FCT
1142
Family Capital Trust
Massachusetts
$312K – – –
TFS
1143
Thoroughbred Financial Services
Tennessee
$311K +$234K +2,025 New
HCP
1144
Hexagon Capital Partners
Arkansas
$310K +$233K +2,015 New
HR
1145
Howe & Rusling
New York
$309K +$233K +2,013 New
ICA
1146
Infrastructure Capital Advisors
New York
$309K +$232K +2,010 New
CH
1147
Cromwell Holdings
Wyoming
$308K +$15.7K +136 +7%
SAM
1148
S.A. Mason
Michigan
$307K -$1.16K -10 -0.5%
GFG
1149
Genesis Financial Group
New Jersey
$307K +$231K +2,000 New
RWA
1150
Roberts Wealth Advisors
California
$307K +$231K +2,000 New
44 45
46
47 48