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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1251
Clifford Swan Investment Counsel
California
$240K +$181K +1,565 New
RCM
1252
Raleigh Capital Management
North Carolina
$240K +$179K +1,550 +11,923%
PCM
1253
Permanent Capital Management
Illinois
$239K -$125K -1,082 -41%
AIA
1254
AssuredPartners Investment Advisors
Florida
$239K +$180K +1,556 New
QFA
1255
Quantum Financial Advisors
California
$238K +$179K +1,551 New
NL
1256
NWAM LLC
Washington
$238K +$179K +1,550 New
SB
1257
Sunflower Bank
Texas
$238K +$179K +1,550 New
PSP
1258
Principal Street Partners
Tennessee
$238K +$179K +1,549 New
FVWA
1259
Foster Victor Wealth Advisors
South Carolina
$238K +$165K +1,426 New
SA
1260
SoundView Advisors
Washington
$237K +$178K +1,543 New
ISWM
1261
Independent Solutions Wealth Management
New York
$237K +$178K +1,540 New
MCM
1262
Morton Capital Management
California
$236K +$178K +1,536 New
BIG
1263
Brookwood Investment Group
Arizona
$235K +$177K +1,532 New
TFA
1264
Toth Financial Advisory
Virginia
$234K – – –
RIP
1265
Reliant Investment Partners
North Carolina
$234K +$176K +1,522 New
CA
1266
Crewe Advisors
Utah
$233K +$21K +182 +14%
BFPW
1267
BOK Financial Private Wealth
Colorado
$233K +$4.04K +35 +2%
RZH
1268
Relyea Zuckerberg Hanson
Connecticut
$233K +$175K +1,516 New
TA
1269
Tactive Advisors
Florida
$233K +$175K +1,515 New
EDRH
1270
Edmond de Rothschild Holding
Switzerland
$232K -$818K -7,077 -82%
NFG
1271
Nadler Financial Group
Illinois
$232K +$175K +1,511 New
TC
1272
TownSquare Capital
Utah
$232K +$174K +1,510 New
FNT
1273
First Nebraska Trust
Nebraska
$231K +$174K +1,506 New
ISWM
1274
Intesa Sanpaolo Wealth Management
$230K – – –
JIC
1275
Joel Isaacson & Co
New York
$230K +$173K +1,500 New
49 50
51
52 53