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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1326
S Harris Financial Group
Texas
$204K +$154K +1,331 New
SMA
1327
Seven Mile Advisory
New Jersey
$204K +$153K +1,327 New
NEWAS
1328
N.E.W. Advisory Services
Wisconsin
$204K – – –
EA
1329
Enclave Advisors
Texas
$204K +$153K +1,325 New
FLPIM
1330
F.L. Putnam Investment Management
Massachusetts
$202K +$152K +1,318 New
IP
1331
Intellectus Partners
California
$201K +$151K +1,307 New
RPWA
1332
Regent Peak Wealth Advisors
Georgia
$201K +$151K +1,306 New
CI
1333
CPR Investments
Michigan
$201K +$151K +1,305 New
EI
1334
EFG International
$200K +$151K +1,304 New
CCM
1335
Chiron Capital Management
Florida
$200K +$151K +1,303 New
WA
1336
Wealth Architects
California
$200K +$151K +1,303 New
KCM
1337
Kathmere Capital Management
Pennsylvania
$200K +$150K +1,302 New
IAIM
1338
International Assets Investment Management
Florida
$195K +$10.1K +87 +8%
FC
1339
Fairscale Capital
New Hampshire
$192K – – –
SW
1340
StrongBox Wealth
Missouri
$188K +$142K +1,226 New
IBOK
1341
Independence Bank of Kentucky
Kentucky
$183K -$27.2K -235 -16%
CSP
1342
Cary Street Partners
Virginia
$178K -$5.89K -51 -4%
AAG
1343
Armstrong Advisory Group
Massachusetts
$176K -$9.94K -86 -7%
RWM
1344
RMG Wealth Management
Wisconsin
$171K -$2.31K -20 -2%
CLOS
1345
Compagnie Lombard Odier SCmA
Switzerland
$166K +$125K +1,083 New
ACA
1346
Atlas Capital Advisors
Wyoming
$163K +$110K +949 +825%
FPF
1347
First Pacific Financial
Washington
$163K -$1.27K -11 -1%
ZBNA
1348
Zions Bancorporation, National Association
Utah
$161K +$6.59K +57 +6%
KAS
1349
Kemnay Advisory Services
New York
$161K +$72.6K +628 +151%
PWA
1350
Provenance Wealth Advisors
Florida
$156K +$1.85K +16 +2%
52 53
54
55 56