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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1201
Cornerstone Planning Group
New Jersey
$14.9K -$4.89K -59 -24%
FFO
1202
Fortitude Family Office
Arizona
$14.5K -$498 -6 -3%
EWA
1203
EQ Wealth Advisors
Texas
$14.3K +$14.9K +180 New
WAG
1204
Wilkerson Advisory Group
Missouri
$14.1K +$14.8K +178 New
MIM
1205
MTM Investment Management
South Carolina
$13.9K – – –
SA
1206
Scarborough Advisors
Maryland
$13.9K – – –
TFA
1207
Transamerica Financial Advisors
Florida
$13.6K +$5.06K +61 +55%
TWM
1208
Tripletail Wealth Management
Florida
$13.3K – – –
PWMG
1209
Prestige Wealth Management Group
New Jersey
$12.9K -$1.66K -20 -11%
DF
1210
Dunhill Financial
United Kingdom
$12.8K +$332 +4 +3%
UCB
1211
United Community Bank
South Carolina
$12.5K -$38.5K -464 -75%
LAS
1212
Lloyd Advisory Services
Georgia
$12.2K +$12.7K +153 New
KG
1213
Kilter Group
New York
$12.1K +$1.91K +23 +18%
AG
1214
AmeriFlex Group
Nevada
$11.9K -$12.4K -150 -50%
WBC
1215
West Branch Capital
Massachusetts
$11.9K – – –
GC
1216
Gould Capital
Washington
$11.6K -$3.07K -37 -20%
HFS
1217
Hughes Financial Services
Virginia
$11.6K -$1.16K -14 -9%
RDFA
1218
Ritter Daniher Financial Advisory
Ohio
$11.1K +$11.6K +140 New
HHMI
1219
Howard Hughes Medical Institute
Maryland
$10.9K -$166 -2 -1%
GAMC
1220
Garner Asset Management Corp
Texas
$10.6K +$11K +133 New
KFG
1221
Kingdom Financial Group
Arizona
$10.5K +$10.9K +132 New
TFM
1222
TFC Financial Management
Massachusetts
$10.1K -$166 -2 -2%
NB
1223
NBT Bank
New York
$9.93K -$415 -5 -3%
BAM
1224
Bellevue Asset Management
Washington
$9.93K – – –
WWM
1225
Wolff Wiese Magana
California
$9.61K +$415 +5 +4%