We are live on ! Find out more
FTNT icon

Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1126
Patrick M. Sweeney & Associates
Illinois
$212K -$30.4K -300 -12%
IF
1127
Intrua Financial
Texas
$211K -$134K -1,322 -38%
QC
1128
Quent Capital
New York
$210K +$5.07K +50 +2%
RFA
1129
Reyes Financial Architecture
California
$209K +$39.9K +394 +22%
AAG
1130
Accordant Advisory Group
Maryland
$209K – – –
ESB
1131
Essex Savings Bank
Connecticut
$207K – – –
NG
1132
Novem Group
New York
$207K +$19.4K +191 +10%
PCG
1133
Prosperity Consulting Group
Maryland
$207K +$218K +2,148 New
IB
1134
Intrust Bank
Kansas
$206K -$36.6K -361 -14%
FWM
1135
Focused Wealth Management
New York
$206K +$217K +2,140 New
EFG
1136
Ethos Financial Group
Pennsylvania
$206K – – –
AP
1137
Americana Partners
Texas
$203K +$214K +2,111 New
VA
1138
Valmark Advisers
Ohio
$202K +$213K +2,102 New
DWS
1139
Dynamic Wealth Strategies
California
$195K +$205K +2,024 New
CSP
1140
Cary Street Partners
Virginia
$193K -$125K -1,233 -38%
GWSA
1141
Global Wealth Strategies & Associates
Colorado
$192K +$200K +1,975 +8,977%
FNWM
1142
Financial Network Wealth Management
Utah
$192K +$203K +2,000 New
MWM
1143
MorganRosel Wealth Management
Colorado
$183K +$193K +1,906 New
CH
1144
Cromwell Holdings
Wyoming
$180K +$3.75K +37 +2%
TWD
1145
True Wealth Design
Ohio
$176K +$5.58K +55 +3%
WT
1146
Whittier Trust
California
$175K – – –
RCM
1147
Raleigh Capital Management
North Carolina
$172K +$23.1K +228 +15%
NEWAS
1148
N.E.W. Advisory Services
Wisconsin
$171K +$180K +1,775 New
C
1149
Covestor
United Kingdom
$170K +$64.3K +634 +56%
AAP
1150
Arax Advisory Partners
Colorado
$168K -$10K -99 -5%