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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1201
WealthCollab
Washington
$6.98K – – –
MSWM
1202
Mowery & Schoenfeld Wealth Management
Illinois
$6.73K – – –
PGAM
1203
Princeton Global Asset Management
New Jersey
$6.56K – – –
LI
1204
LRI Investments
Florida
$6.31K – – –
SC
1205
Solstein Capital
California
$6.05K – – –
OAJ
1206
Ogorek Anthony Joseph
New York
$6K +$2.32K +26 +49%
HWP
1207
Highline Wealth Partners
California
$5.8K +$2.77K +31 +82%
SC
1208
Swan Capital
Florida
$5.21K +$1.07K +12 +24%
LWA
1209
Lowe Wealth Advisors
Maryland
$5.04K -$803 -9 -13%
VWA
1210
Valued Wealth Advisors
Utah
$4.88K +$625 +7 +14%
TIM
1211
Tortoise Investment Management
New York
$4.62K -$178 -2 -4%
SRCM
1212
Signature Resources Capital Management
California
$4.46K – – –
MSWA
1213
Marshall & Sterling Wealth Advisors
New York
$4.37K -$5.89K -66 -56%
CIAS
1214
CBIZ Investment Advisory Services
Ohio
$4.2K -$7.67K -86 -63%
JFA
1215
JNBA Financial Advisors
Minnesota
$4.2K – – –
AEPWM
1216
Atlantic Edge Private Wealth Management
Florida
$4.2K +$4.46K +50 New
Q1WB
1217
Quest 10 Wealth Builders
Virginia
$4.2K +$4.46K +50 New
SSG
1218
Summit Securities Group
New York
$4.2K +$4.46K +50 New
DPW
1219
DiNuzzo Private Wealth
Pennsylvania
$4.17K -$714 -8 -13%
PPA
1220
Painted Porch Advisors
California
$4.04K – – –
CCM
1221
Cloud Capital Management
Washington
$4K +$5.26K +59 New
ATC
1222
Adirondack Trust Company
New York
$3.87K -$12K -134 -74%
CWP
1223
Concord Wealth Partners
Virginia
$3.62K -$89.2K -1,000 -96%
PWA
1224
Principia Wealth Advisory
Texas
$3.28K -$714 -8 -17%
CIA
1225
Cape Investment Advisory
Georgia
$2.94K -$982 -11 -24%
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49
50 51