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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1301
Advisor OS
Illinois
$220K +$166K +1,433 New
JCM
1302
Jacobsen Capital Management
Utah
$219K +$165K +1,427 New
JCM
1303
J2 Capital Management
Michigan
$219K -$1.22M -10,532 -88%
CP
1304
Castleview Partners
Texas
$219K +$165K +1,425 New
HI
1305
Human Investing
Oregon
$219K +$165K +1,424 New
1WM
1306
1900 Wealth Management
Texas
$218K +$164K +1,420 New
LIM
1307
Leavell Investment Management
Alabama
$218K +$164K +1,419 New
MPW
1308
Magnolia Private Wealth
Pennsylvania
$217K +$163K +1,413 New
CS
1309
Cannell & Spears
New York
$216K +$163K +1,407 New
HIS
1310
Harvest Investment Services
Illinois
$215K +$162K +1,402 New
ODIJL
1311
One Day In July LLC
Vermont
$215K +$162K +1,400 New
NFG
1312
Nations Financial Group
Iowa
$212K +$160K +1,383 New
RWP
1313
Revolve Wealth Partners
New Jersey
$212K +$160K +1,383 New
TCA
1314
Trifecta Capital Advisors
Illinois
$211K – – –
3IP
1315
3Chopt Investment Partners
Virginia
$211K +$159K +1,375 New
DCP
1316
DSM Capital Partners
Florida
$211K +$159K +1,374 New
MNBTD
1317
Moody National Bank Trust Division
Texas
$211K +$159K +1,373 New
WSWA
1318
Warren Street Wealth Advisors
California
$210K +$158K +1,369 New
SWG
1319
Summit Wealth Group
Vermont
$210K +$158K +1,368 New
GFA
1320
Godfrey Financial Associates
New York
$209K – – –
BG
1321
Bahl & Gaynor
Ohio
$209K +$157K +1,362 New
NP
1322
Nilsine Partners
Colorado
$209K +$157K +1,362 New
OFG
1323
OmniStar Financial Group
North Carolina
$208K +$157K +1,356 New
LK
1324
Lumbard & Kellner
New Hampshire
$208K +$157K +1,355 New
KA
1325
Klingman & Associates
New York
$208K +$156K +1,351 New
51 52
53
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