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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
1426
USA Financial Formulas
Michigan
$52.2K +$39.3K +340 New
JGCM
1427
Joseph Group Capital Management
Ohio
$50.7K +$12.7K +110 +50%
SGK
1428
Steigerwald Gordon & Koch
Virginia
$50.1K – – –
AWM
1429
Activest Wealth Management
Florida
$48.9K -$26.9K -233 -42%
PWAM
1430
Private Wealth Asset Management
Iowa
$48.7K – – –
PWA
1431
Physician Wealth Advisors
Utah
$48.2K +$1.04K +9 +3%
HPBT
1432
Hickory Point Bank & Trust
Illinois
$46.1K -$23.1K -200 -40%
DF
1433
Downshift Financial
Colorado
$45.9K +$34.6K +299 New
KFG
1434
Kingdom Financial Group
Arizona
$42.2K -$18K -156 -36%
RA
1435
Rational Advisors
New York
$41.9K +$2.43K +21 +8%
KG
1436
Kilter Group
New York
$41K +$6.47K +56 +27%
NWS
1437
Nvest Wealth Strategies
Ohio
$39.9K -$30K -260 -50%
EB
1438
Eastern Bank
Massachusetts
$39.8K – – –
CPG
1439
Cornerstone Planning Group
New Jersey
$39.5K +$2.31K +20 +9%
RWM
1440
Raffa Wealth Management
District of Columbia
$39.3K +$18.3K +158 +161%
FCAS
1441
First Command Advisory Services
Texas
$34.9K +$10.1K +87 +62%
CMBA
1442
C.M. Bidwell & Associates
Hawaii
$34.6K – – –
EWP
1443
Elevation Wealth Partners
California
$33K +$8.67K +75 +54%
AW
1444
Avion Wealth
Texas
$33K +$9.24K +80 +58%
MA
1445
MCF Advisors
Kentucky
$32.3K -$1.04K -9 -4%
FFO
1446
Fortitude Family Office
Arizona
$31.2K +$809 +7 +4%
PWMG
1447
Prestige Wealth Management Group
New Jersey
$30.7K +$1.62K +14 +8%
TCM
1448
Timbuktu Capital Management
Massachusetts
$30.7K +$23.1K +200 New
S
1449
Sachetta
Massachusetts
$29.6K +$4.28K +37 +24%
CT
1450
Coastline Trust
Rhode Island
$29.2K +$22K +190 New
56 57
58
59 60