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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1301
Synergy Investment Management
Florida
$4.81K – – –
JFA
1302
JNBA Financial Advisors
Minnesota
$4.81K – – –
WA
1303
Whipplewood Advisors
Colorado
$4.81K +$9.13K +90 +237%
LWA
1304
Lowe Wealth Advisors
Maryland
$4.72K – – –
PPA
1305
Painted Porch Advisors
California
$4.62K – – –
CIA
1306
Cape Investment Advisory
Georgia
$4.43K – – –
PWA
1307
Principia Wealth Advisory
Texas
$4.3K +$1.72K +17 +65%
CWP
1308
Concord Wealth Partners
Virginia
$4.14K – – –
HWP
1309
Highline Wealth Partners
California
$3.37K +$2.84K +28 +400%
HHGA
1310
Halbert Hargrove Global Advisors
California
$3.27K +$3.45K +34 New
W
1311
WealthCollab
Washington
$3.18K +$3.04K +30 +1,000%
VWM
1312
Vermillion Wealth Management
Minnesota
$2.98K – – –
DWM
1313
Dogwood Wealth Management
Kansas
$2.98K +$3.14K +31 New
TIM
1314
Tortoise Investment Management
New York
$2.89K – – –
CWM
1315
Cranbrook Wealth Management
Michigan
$2.89K +$3.04K +30 New
UIC
1316
Uniplan Investment Counsel
Wisconsin
$2.88K +$2.94K +29 New
CWC
1317
Carolinas Wealth Consulting
North Carolina
$2.41K – – –
CYG
1318
Clean Yield Group
Vermont
$2.41K – – –
TCM
1319
TruNorth Capital Management
Michigan
$2.41K – – –
FCAS
1320
First Command Advisory Services
Texas
$2.02K +$2.13K +21 New
CWM
1321
CarsonAllaria Wealth Management
Illinois
$1.93K – – –
ITIM
1322
Indiana Trust & Investment Management
Indiana
$1.93K – – –
WW
1323
Winnow Wealth
Texas
$1.9K +$608 +6 +43%
WA
1324
WestEnd Advisors
North Carolina
$1.83K +$1.52K +15 +375%
PS
1325
PayPay Securities
Japan
$1.63K -$1.11K -11 -41%