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Fortinet

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1551
West Financial Advisors
Iowa
$2.15K +$1.62K +14 New
NWM
1552
Navigoe Wealth Management
California
$2K +$1.85K +16 New
WTA
1553
Washington Trust Advisors
Massachusetts
$2K – – –
WA
1554
WestEnd Advisors
North Carolina
$1.69K +$116 +1 +10%
ECA
1555
Elevated Capital Advisors
Utah
$1.54K – – –
PS
1556
PayPay Securities
Japan
$1.54K – – –
MBFW
1557
Morton Brown Family Wealth
Pennsylvania
$1.54K +$1.16K +10 New
SWAG
1558
Spectrum Wealth Advisory Group
California
$1.54K +$1.16K +10 New
SA
1559
Seneschal Advisors
Washington
$1.38K -$347 -3 -25%
BIM
1560
Breakwater Investment Management
Washington
$1.08K – – –
SN
1561
Sittner & Nelson
Oregon
$1.08K +$809 +7 New
IPS
1562
Investors Portfolio Services
Washington
$1.07K – – –
CIAM
1563
Caitong International Asset Management
Hong Kong
$1.07K +$809 +7 New
Vanguard Advisers Inc
1564
Vanguard Advisers Inc
Pennsylvania
$1.07K +$809 +7 New
MWM
1565
Mascoma Wealth Management
New Hampshire
$922 – – –
T
1566
Tidemark
California
$922 +$231 +2 +50%
HHGA
1567
Halbert Hargrove Global Advisors
California
$872 +$693 +6 New
CTWM
1568
Cherry Tree Wealth Management
Minnesota
$769 – – –
DFA
1569
DHJJ Financial Advisors
Illinois
$769 – – –
NWMP
1570
Noble Wealth Management PBC
Colorado
$768 +$578 +5 New
VWM
1571
Venturi Wealth Management
Texas
$615 +$462 +4 New
TC
1572
Trust Company
Kansas
$614 – – –
AP
1573
Aspect Partners
Virginia
$461 -$2.66K -23 -88%
HIA
1574
Highland Investment Advisors
Florida
$461 +$347 +3 New
MCA
1575
Maryland Capital Advisors
Maryland
$461 +$347 +3 New