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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1326
Wealth Architects
California
$200K +$151K +1,303 New
KCM
1327
Kathmere Capital Management
Pennsylvania
$200K +$150K +1,302 New
IAIM
1328
International Assets Investment Management
Florida
$195K +$10.1K +87 +8%
FC
1329
Fairscale Capital
New Hampshire
$192K – – –
SW
1330
StrongBox Wealth
Missouri
$188K +$142K +1,226 New
IBOK
1331
Independence Bank of Kentucky
Kentucky
$183K -$27.2K -235 -16%
CSP
1332
Cary Street Partners
Virginia
$178K -$5.89K -51 -4%
AAG
1333
Armstrong Advisory Group
Massachusetts
$176K -$9.94K -86 -7%
RWM
1334
RMG Wealth Management
Wisconsin
$171K -$2.31K -20 -2%
CLOS
1335
Compagnie Lombard Odier SCmA
Switzerland
$166K +$125K +1,083 New
ACA
1336
Atlas Capital Advisors
Wyoming
$163K +$110K +949 +825%
FPF
1337
First Pacific Financial
Washington
$163K -$1.27K -11 -1%
ZBNA
1338
Zions Bancorporation, National Association
Utah
$161K +$6.59K +57 +6%
KAS
1339
Kemnay Advisory Services
New York
$161K +$72.6K +628 +151%
PWA
1340
Provenance Wealth Advisors
Florida
$156K +$1.85K +16 +2%
SWA
1341
SOA Wealth Advisors
New York
$154K – – –
C
1342
Covestor
United Kingdom
$154K -$3.81K -33 -3%
HPC
1343
HM Payson & Co
Maine
$154K – – –
AT
1344
Avalon Trust
New Mexico
$151K – – –
CF
1345
Centaurus Financial
California
$150K +$113K +977 New
OC
1346
Oakworth Capital
Alabama
$145K – – –
CSB
1347
City State Bank
Iowa
$143K – – –
SG
1348
Sankala Group
Colorado
$137K – – –
MA
1349
Montag & Associates
Georgia
$135K – – –
SIC
1350
SJS Investment Consulting
Ohio
$134K -$32K -277 -24%
52 53
54
55 56