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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
Strive Asset Management
Ohio
$7.23K +$7.67K +86 New
W
1202
WealthCollab
Washington
$6.98K – – –
MSWM
1203
Mowery & Schoenfeld Wealth Management
Illinois
$6.73K – – –
PGAM
1204
Princeton Global Asset Management
New Jersey
$6.56K – – –
LI
1205
LRI Investments
Florida
$6.31K – – –
SC
1206
Solstein Capital
California
$6.05K – – –
OAJ
1207
Ogorek Anthony Joseph
New York
$6K +$2.32K +26 +49%
HWP
1208
Highline Wealth Partners
California
$5.8K +$2.77K +31 +82%
SC
1209
Swan Capital
Florida
$5.21K +$1.07K +12 +24%
LWA
1210
Lowe Wealth Advisors
Maryland
$5.04K -$803 -9 -13%
VWA
1211
Valued Wealth Advisors
Utah
$4.88K +$625 +7 +14%
TIM
1212
Tortoise Investment Management
New York
$4.62K -$178 -2 -4%
SRCM
1213
Signature Resources Capital Management
California
$4.46K – – –
MSWA
1214
Marshall & Sterling Wealth Advisors
New York
$4.37K -$5.89K -66 -56%
CIAS
1215
CBIZ Investment Advisory Services
Ohio
$4.2K -$7.67K -86 -63%
JFA
1216
JNBA Financial Advisors
Minnesota
$4.2K – – –
AEPWM
1217
Atlantic Edge Private Wealth Management
Florida
$4.2K +$4.46K +50 New
Q1WB
1218
Quest 10 Wealth Builders
Virginia
$4.2K +$4.46K +50 New
SSG
1219
Summit Securities Group
New York
$4.2K +$4.46K +50 New
DPW
1220
DiNuzzo Private Wealth
Pennsylvania
$4.17K -$714 -8 -13%
PPA
1221
Painted Porch Advisors
California
$4.04K – – –
CCM
1222
Cloud Capital Management
Washington
$4K +$5.26K +59 New
ATC
1223
Adirondack Trust Company
New York
$3.87K -$12K -134 -74%
CWP
1224
Concord Wealth Partners
Virginia
$3.62K -$89.2K -1,000 -96%
PWA
1225
Principia Wealth Advisory
Texas
$3.28K -$714 -8 -17%