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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
1301
One Day In July LLC
Vermont
$215K +$162K +1,400 New
NFG
1302
Nations Financial Group
Iowa
$212K +$160K +1,383 New
RWP
1303
Revolve Wealth Partners
New Jersey
$212K +$160K +1,383 New
TCA
1304
Trifecta Capital Advisors
Illinois
$211K – – –
3IP
1305
3Chopt Investment Partners
Virginia
$211K +$159K +1,375 New
DCP
1306
DSM Capital Partners
Florida
$211K +$159K +1,374 New
MNBTD
1307
Moody National Bank Trust Division
Texas
$211K +$159K +1,373 New
WSWA
1308
Warren Street Wealth Advisors
California
$210K +$158K +1,369 New
SWG
1309
Summit Wealth Group
Vermont
$210K +$158K +1,368 New
GFA
1310
Godfrey Financial Associates
New York
$209K – – –
BG
1311
Bahl & Gaynor
Ohio
$209K +$157K +1,362 New
NP
1312
Nilsine Partners
Colorado
$209K +$157K +1,362 New
OFG
1313
OmniStar Financial Group
North Carolina
$208K +$157K +1,356 New
LK
1314
Lumbard & Kellner
New Hampshire
$208K +$157K +1,355 New
KA
1315
Klingman & Associates
New York
$208K +$156K +1,351 New
SHFG
1316
S Harris Financial Group
Texas
$204K +$154K +1,331 New
SMA
1317
Seven Mile Advisory
New Jersey
$204K +$153K +1,327 New
NEWAS
1318
N.E.W. Advisory Services
Wisconsin
$204K – – –
EA
1319
Enclave Advisors
Texas
$204K +$153K +1,325 New
FLPIM
1320
F.L. Putnam Investment Management
Massachusetts
$202K +$152K +1,318 New
IP
1321
Intellectus Partners
California
$201K +$151K +1,307 New
RPWA
1322
Regent Peak Wealth Advisors
Georgia
$201K +$151K +1,306 New
CI
1323
CPR Investments
Michigan
$201K +$151K +1,305 New
EI
1324
EFG International
$200K +$151K +1,304 New
CCM
1325
Chiron Capital Management
Florida
$200K +$151K +1,303 New
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