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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1251
Cornerstone Financial Management
Massachusetts
$5.16K +$5.39K +65 New
SC
1252
Swan Capital
Florida
$4.92K – – –
NL
1253
Navalign LLC
California
$4.92K +$5.14K +62 New
PWA
1254
Physician Wealth Advisors
Utah
$4.76K -$7.71K -93 -61%
DPW
1255
DiNuzzo Private Wealth
Pennsylvania
$4.61K +$415 +5 +9%
MO
1256
McMillan Office
Michigan
$4.61K +$4.81K +58 New
SRCM
1257
Signature Resources Capital Management
California
$4.21K – – –
MSWA
1258
Marshall & Sterling Wealth Advisors
New York
$4.13K – – –
DWM
1259
Dogwood Wealth Management
Kansas
$4.05K +$4.23K +51 New
AEPWM
1260
Atlantic Edge Private Wealth Management
Florida
$3.97K – – –
JFA
1261
JNBA Financial Advisors
Minnesota
$3.97K – – –
MS
1262
Monetary Solutions
Ohio
$3.97K +$4.15K +50 New
TPBG
1263
Turning Point Benefit Group
Maryland
$3.97K +$1.99K +24 +92%
SFG
1264
Strive Financial Group
Indiana
$3.97K +$4.15K +50 New
LWM
1265
Lodestone Wealth Management
Washington
$3.81K +$3.98K +48 New
BOJHT
1266
Bank of Jackson Hole Trust
Wyoming
$3.73K +$3.9K +47 New
PWA
1267
Principia Wealth Advisory
Texas
$3.65K +$581 +7 +18%
ATC
1268
Adirondack Trust Company
New York
$3.65K – – –
BHWM
1269
Bay Harbor Wealth Management
Maryland
$3.57K +$2.24K +27 +150%
VR
1270
Vision Retirement
New Jersey
$3.57K +$3.73K +45 New
CWP
1271
Concord Wealth Partners
Virginia
$3.42K – – –
OC
1272
Optima Capital
Oregon
$3.41K +$3.57K +43 New
HNW
1273
High Note Wealth
Minnesota
$3.18K +$3.15K +38 +1,900%
LWMI
1274
Legacy Wealth Management (Idaho)
Idaho
$3.1K +$3.23K +39 New
KBFS
1275
Kohmann Bosshard Financial Services
Ohio
$2.89K +$3.07K +37 New
49 50
51
52 53