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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1251
Pacifica Partners
Canada
$22.4K – – –
DMBA
1252
Deseret Mutual Benefit Administrators
Utah
$21.8K +$22.9K +226 New
CFS
1253
CGC Financial Services
Oregon
$21.7K – – –
EWP
1254
Elevation Wealth Partners
California
$21.7K – – –
CMBA
1255
C.M. Bidwell & Associates
Hawaii
$21.7K – – –
FMP
1256
Financial Management Professionals
Texas
$21.3K +$21.4K +211 +2,110%
M
1257
MOTCO
Texas
$21.2K +$22.3K +220 New
CB
1258
CNB Bank
Pennsylvania
$19.6K – – –
SN
1259
Sittner & Nelson
Oregon
$19.3K +$10.1K +100 +100%
HFM
1260
Hartford Financial Management
Connecticut
$18K – – –
FFO
1261
Fortitude Family Office
Arizona
$17.5K – – –
AWM
1262
Activest Wealth Management
Florida
$17.4K +$17.9K +177 +4,425%
ATC
1263
Adirondack Trust Company
New York
$17.3K +$13.2K +130 +260%
PWMG
1264
Prestige Wealth Management Group
New Jersey
$16.9K – – –
HFS
1265
Hughes Financial Services
Virginia
$16.3K +$17.1K +169 New
DF
1266
Dunhill Financial
United Kingdom
$15.3K +$16.1K +159 New
DIP
1267
DT Investment Partners
Pennsylvania
$15.1K – – –
WBC
1268
West Branch Capital
Massachusetts
$14.4K +$15.2K +150 New
AWM
1269
Abound Wealth Management
Tennessee
$13.9K -$2.84K -28 -16%
CPG
1270
Cornerstone Planning Group
New Jersey
$12.9K +$9.53K +94 +241%
AIC
1271
Archer Investment Corporation
Indiana
$12.5K – – –
TFM
1272
TFC Financial Management
Massachusetts
$12.2K – – –
PMIM
1273
Prudent Man Investment Management
Colorado
$12.2K – – –
BAM
1274
Bellevue Asset Management
Washington
$12K – – –
GEA
1275
Glen Eagle Advisors
New Jersey
$11.9K +$2.43K +24 +24%