| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FTNT Share Count |
|---|
| Financial Synergies Wealth Advisors Inc. |
5 |
93 |
+88 |
+1760.00% |
| Daymark Wealth Partners LLC |
43,694 |
202,881 |
+159,187 |
+364.32% |
| Stratos Wealth Advisors LLC |
5,457 |
24,284 |
+18,827 |
+345.01% |
| Strategic Advocates LLC |
11,328 |
43,465 |
+32,137 |
+283.70% |
| Harbor Investment Advisory LLC |
52 |
137 |
+85 |
+163.46% |
| Wealthcare Advisory Partners LLC |
4,213 |
10,033 |
+5,820 |
+138.14% |
| Rise Advisors LLC |
160 |
377 |
+217 |
+135.62% |
| Venturi Wealth Management LLC |
109 |
254 |
+145 |
+133.03% |
| Allworth Financial LP |
2,623 |
5,722 |
+3,099 |
+118.15% |
| Lindbrook Capital LLC |
893 |
1,611 |
+718 |
+80.40% |
| Banque Cantonale Vaudoise |
42,300 |
72,384 |
+30,084 |
+71.12% |
| Juncture Wealth Strategies LLC |
8,803 |
13,481 |
+4,678 |
+53.14% |
| Versant Capital Management Inc |
255 |
389 |
+134 |
+52.55% |
| Hennion & Walsh Asset Management Inc. |
13,704 |
20,790 |
+7,086 |
+51.71% |
| Cutler Group LP |
1,868 |
2,798 |
+930 |
+49.79% |
| CX Institutional |
5,371 |
7,571 |
+2,200 |
+40.96% |
| Gateway Investment Advisers LLC |
15,065 |
20,869 |
+5,804 |
+38.53% |
| Raymond James Trust N.A. |
8,872 |
11,925 |
+3,053 |
+34.41% |
| Robeco Institutional Asset Management B.V. |
2,166,994 |
2,831,683 |
+664,689 |
+30.67% |
| Tealwood Asset Management Inc. |
19,823 |
25,330 |
+5,507 |
+27.78% |
| GAMMA Investing LLC |
7,883 |
10,001 |
+2,118 |
+26.87% |
| Signet Financial Management LLC |
39,281 |
48,802 |
+9,521 |
+24.24% |
| Massmutual Trust Co. FSB ADV |
804 |
984 |
+180 |
+22.39% |
| Valeo Financial Advisors LLC |
8,531 |
10,383 |
+1,852 |
+21.71% |
| Exchange Traded Concepts LLC |
14,843 |
17,960 |
+3,117 |
+21.00% |
| Veriti Management LLC |
13,346 |
15,828 |
+2,482 |
+18.60% |
| Ballentine Partners LLC |
5,855 |
6,882 |
+1,027 |
+17.54% |
| Capital Market Strategies LLC |
6,675 |
7,822 |
+1,147 |
+17.18% |
| Callahan Advisors LLC |
125,667 |
142,723 |
+17,056 |
+13.57% |
| CWM LLC |
24,968 |
27,689 |
+2,721 |
+10.90% |
| Fifth Third Bancorp |
16,448 |
18,139 |
+1,691 |
+10.28% |
| Raymond James & Associates |
442,647 |
487,323 |
+44,676 |
+10.09% |
| Wealthfront Advisers LLC |
41,977 |
45,879 |
+3,902 |
+9.30% |
| New England Research & Management Inc. |
11,475 |
12,475 |
+1,000 |
+8.71% |
| Evergreen Private Wealth LLC |
1,033 |
1,122 |
+89 |
+8.62% |
| TrimTabs Asset Management LLC |
63,957 |
69,427 |
+5,470 |
+8.55% |
| Masso Torrence Wealth Management Inc. |
4,298 |
4,655 |
+357 |
+8.31% |
| Atlantic Union Bankshares Corp |
38,142 |
41,139 |
+2,997 |
+7.86% |
| Wedmont Private Capital |
3,934 |
4,196 |
+262 |
+6.66% |
| Bangor Savings Bank |
23,908 |
25,436 |
+1,528 |
+6.39% |
| Fortune Financial Advisors LLC |
51,426 |
54,175 |
+2,749 |
+5.35% |
| Barlow Wealth Partners Inc. |
155,803 |
163,758 |
+7,955 |
+5.11% |
| Zhang Financial LLC |
8,030 |
8,431 |
+401 |
+4.99% |
| Global Retirement Partners LLC |
2,058 |
2,159 |
+101 |
+4.91% |
| Raymond James Financial Services Advisors Inc. |
162,534 |
170,273 |
+7,739 |
+4.76% |
| Marshall Financial Group LLC |
25,413 |
26,561 |
+1,148 |
+4.52% |
| Stratos Wealth Partners LTD. |
111,828 |
116,851 |
+5,023 |
+4.49% |
| Parcion Private Wealth LLC |
5,957 |
6,223 |
+266 |
+4.47% |
| Ashton Thomas Private Wealth LLC |
32,660 |
34,072 |
+1,412 |
+4.32% |
| Catalyst Financial Partners LLC |
4,311 |
4,497 |
+186 |
+4.31% |
| MV Capital Management Inc. |
2,258 |
2,345 |
+87 |
+3.85% |
| Hexagon Capital Partners LLC |
2,642 |
2,738 |
+96 |
+3.63% |
| United Capital Management of KS Inc. |
39,498 |
40,916 |
+1,418 |
+3.59% |
| KRS Capital Management LLC |
46,195 |
47,795 |
+1,600 |
+3.46% |
| Assenagon Asset Management S.A. |
13,765 |
14,234 |
+469 |
+3.41% |
| Toth Financial Advisory Corp |
1,325 |
1,370 |
+45 |
+3.40% |
| Transform Wealth LLC |
129,596 |
133,887 |
+4,291 |
+3.31% |
| Cambridge Investment Research Advisors Inc. |
108,241 |
111,733 |
+3,492 |
+3.23% |
| Financial Advisory Corp UT ADV |
4,064 |
4,192 |
+128 |
+3.15% |
| Wolff Wiese Magana LLC |
2,062 |
2,122 |
+60 |
+2.91% |
| United Asset Strategies Inc. |
23,980 |
24,648 |
+668 |
+2.79% |
| Radnor Capital Management LLC |
12,000 |
12,320 |
+320 |
+2.67% |
| NBC Securities Inc. |
4,870 |
4,991 |
+121 |
+2.48% |
| Cooper Financial Group |
28,744 |
29,421 |
+677 |
+2.36% |
| Capital Advisory Group Advisory Services LLC |
4,440 |
4,545 |
+105 |
+2.36% |
| TruWealth Advisors LLC |
7,181 |
7,329 |
+148 |
+2.06% |
| DMG Group LLC |
14,232 |
14,504 |
+272 |
+1.91% |
| Willis Investment Counsel |
123,754 |
125,658 |
+1,904 |
+1.54% |
| Insight Wealth Strategies LLC |
21,548 |
21,880 |
+332 |
+1.54% |
| Fielder Capital Group LLC |
6,368 |
6,442 |
+74 |
+1.16% |
| JJJ Advisors Inc. |
440 |
445 |
+5 |
+1.14% |
| Hanson & Doremus Investment Management |
2,825 |
2,854 |
+29 |
+1.03% |
| Werlinich Asset Management LLC |
10,370 |
10,470 |
+100 |
+0.96% |
| CENTRAL TRUST Co |
2,644 |
2,669 |
+25 |
+0.95% |
| Thrive Wealth Management LLC |
12,935 |
13,057 |
+122 |
+0.94% |
| Exchange Capital Management Inc. |
13,890 |
13,990 |
+100 |
+0.72% |
| AdvisorNet Financial Inc |
4,361 |
4,392 |
+31 |
+0.71% |
| Archford Capital Strategies LLC |
4,677 |
4,707 |
+30 |
+0.64% |
| Gulf International Bank UK Ltd |
54,794 |
55,129 |
+335 |
+0.61% |
| State of Alaska Department of Revenue |
68,841 |
69,156 |
+315 |
+0.46% |
| Czech National Bank |
111,631 |
112,145 |
+514 |
+0.46% |
| Newbridge Financial Services Group Inc. |
4,730 |
4,745 |
+15 |
+0.32% |
| Access Financial Services Inc. |
21,281 |
21,343 |
+62 |
+0.29% |
| Zurcher Kantonalbank Zurich Cantonalbank |
1,213,826 |
1,216,373 |
+2,547 |
+0.21% |
| Salem Investment Counselors Inc. |
8,129 |
8,145 |
+16 |
+0.20% |
| Austin Private Wealth LLC |
3,243 |
3,249 |
+6 |
+0.19% |
| Liberty Capital Management Inc. |
65,826 |
65,943 |
+117 |
+0.18% |
| Terra Nova Asset Management LLC |
39,345 |
39,390 |
+45 |
+0.11% |
| State of Michigan Retirement System |
193,770 |
193,970 |
+200 |
+0.10% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
194,480 |
194,590 |
+110 |
+0.06% |
| Sumitomo Mitsui Trust Holdings Inc. |
1,662,348 |
1,662,899 |
+551 |
+0.03% |
| 13F Filers Reporting New Positions In FTNT |
|---|
| Wesbanco Bank Inc. |
0 |
8,000 |
+8,000 |
+100% |
| CHURCHILL MANAGEMENT Corp |
0 |
124,078 |
+124,078 |
+100% |
| Investment Partners Asset Management Inc. |
0 |
3,435 |
+3,435 |
+100% |
| Ipswich Investment Management Co. Inc. |
0 |
3,050 |
+3,050 |
+100% |
| Krueger & Catalano Capital Partners LLC |
0 |
26,405 |
+26,405 |
+100% |
| Simplex Trading LLC |
0 |
133,256 |
+133,256 |
+100% |
| Sarasin & Partners LLP |
0 |
1,767,616 |
+1,767,616 |
+100% |
| Aviance Capital Partners LLC |
0 |
3,000 |
+3,000 |
+100% |
| Capital Investment Advisors LLC |
0 |
3,851 |
+3,851 |
+100% |
| Eagle Capital Management LLC LA |
0 |
25,087 |
+25,087 |
+100% |
| Ibex Wealth Advisors |
0 |
4,182 |
+4,182 |
+100% |
| Slow Capital Inc. |
0 |
81,049 |
+81,049 |
+100% |
| Trilogy Capital Inc. |
0 |
6,071 |
+6,071 |
+100% |
| Oak Thistle LLC |
0 |
6,826 |
+6,826 |
+100% |
| GoalVest Advisory LLC |
0 |
39 |
+39 |
+100% |
| Kesler Norman & Wride LLC |
0 |
3,210 |
+3,210 |
+100% |
| Pallas Capital Advisors LLC |
0 |
3,135 |
+3,135 |
+100% |
| Stonegate Investment Group LLC |
0 |
12,255 |
+12,255 |
+100% |
| Simplicity Wealth LLC |
0 |
8,086 |
+8,086 |
+100% |
| Retireful LLC |
0 |
18,356 |
+18,356 |
+100% |
| Global Assets Advisory LLC |
0 |
71,211 |
+71,211 |
+100% |
| Olistico Wealth LLC |
0 |
3,216 |
+3,216 |
+100% |
| Financial Partners Group LLC |
0 |
17,300 |
+17,300 |
+100% |
| Meritas Wealth Management LLC |
0 |
3,303 |
+3,303 |
+100% |
| Norden Group LLC |
0 |
33,337 |
+33,337 |
+100% |
| Opinicus Capital Inc. |
0 |
3,398 |
+3,398 |
+100% |
| Focus Financial Network Inc. |
0 |
4,425 |
+4,425 |
+100% |
| Duncan Williams Asset Management LLC |
0 |
8,544 |
+8,544 |
+100% |
| Accordant Advisory Group Inc |
0 |
2,167 |
+2,167 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Duncker Streett & Co. Inc. |
2,875 |
2,875 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
171 |
171 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
500 |
500 |
UNCH |
0.00% |
| Adirondack Trust Co. |
50 |
50 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
3,825 |
3,825 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
460 |
460 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
2,476 |
2,476 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
888 |
888 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
115 |
115 |
UNCH |
0.00% |
| Alta Advisers Ltd |
2,000 |
2,000 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
1,712 |
1,712 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
10 |
10 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
505 |
505 |
UNCH |
0.00% |
| MCF Advisors LLC |
45 |
45 |
UNCH |
0.00% |
| Symmetry Partners LLC |
12,504 |
12,504 |
UNCH |
0.00% |
| Bfsg LLC |
325 |
325 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
21 |
21 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
5,595 |
5,595 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
45 |
45 |
UNCH |
0.00% |
| Wealth Alliance Advisory Group LLC |
10,550 |
10,550 |
UNCH |
0.00% |
| MONECO Advisors LLC |
5,012 |
5,012 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
8,210 |
8,210 |
UNCH |
0.00% |
| CFM Wealth Partners LLC |
3,475 |
3,475 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
14,326 |
14,326 |
UNCH |
0.00% |
| First Pacific Financial |
1,067 |
1,067 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
5 |
5 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
805 |
805 |
UNCH |
0.00% |
| Bank of New Hampshire |
15 |
15 |
UNCH |
0.00% |
| Iyo Bank Ltd. |
8,500 |
8,500 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
33 |
33 |
UNCH |
0.00% |
| City State Bank |
50 |
50 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
22 |
22 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1,309 |
1,309 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
12,049 |
12,049 |
UNCH |
0.00% |
| Fortitude Family Office LLC |
182 |
182 |
UNCH |
0.00% |
| Stephens Consulting LLC |
295 |
295 |
UNCH |
0.00% |
| River Street Advisors LLC |
3,805 |
3,805 |
UNCH |
0.00% |
| Financial Freedom LLC |
760 |
760 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
225 |
225 |
UNCH |
0.00% |
| CGC Financial Services LLC |
225 |
225 |
UNCH |
0.00% |
| PFS Partners LLC |
81 |
81 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
105 |
105 |
UNCH |
0.00% |
| Gerber LLC |
6,875 |
6,875 |
UNCH |
0.00% |
| 13F Filers Decreasing FTNT Share Count |
|---|
| International Assets Investment Management LLC |
266,312 |
4,250 |
-262,062 |
-98.40% |
| Park Place Capital Corp |
4,398 |
1,225 |
-3,173 |
-72.15% |
| DekaBank Deutsche Girozentrale |
668,420 |
253,910 |
-414,510 |
-62.01% |
| DNB Asset Management AS |
296,112 |
118,162 |
-177,950 |
-60.10% |
| Trifecta Capital Advisors LLC |
6,165 |
2,876 |
-3,289 |
-53.35% |
| Legacy Trust |
5,849 |
3,042 |
-2,807 |
-47.99% |
| Spire Wealth Management |
12,157 |
6,522 |
-5,635 |
-46.35% |
| Summit Trail Advisors LLC |
7,396 |
4,188 |
-3,208 |
-43.37% |
| Global Trust Asset Management LLC |
2,050 |
1,250 |
-800 |
-39.02% |
| Diversified Trust Co |
17,374 |
11,074 |
-6,300 |
-36.26% |
| Allspring Global Investments Holdings LLC |
184,495 |
120,774 |
-63,721 |
-34.54% |
| Nations Financial Group Inc. IA ADV |
15,914 |
10,507 |
-5,407 |
-33.98% |
| Los Angeles Capital Management & Equity Research Inc. |
259,235 |
174,481 |
-84,754 |
-32.69% |
| Ferguson Wellman Capital Management Inc. |
21,361 |
15,430 |
-5,931 |
-27.77% |
| Fox Hill Wealth Management |
23,409 |
17,341 |
-6,068 |
-25.92% |
| Valley National Advisers Inc. |
110 |
85 |
-25 |
-22.73% |
| Halpern Financial Inc. |
1,850 |
1,450 |
-400 |
-21.62% |
| Amalgamated Bank |
178,182 |
140,198 |
-37,984 |
-21.32% |
| Strategy Asset Managers LLC |
17,816 |
14,083 |
-3,733 |
-20.95% |
| Lee Financial Group Hawaii Inc. |
7,375 |
5,910 |
-1,465 |
-19.86% |
| Brookstone Capital Management |
29,041 |
24,475 |
-4,566 |
-15.72% |
| Paradiem LLC |
60,517 |
51,695 |
-8,822 |
-14.58% |
| Park Avenue Securities LLC |
7,994 |
6,841 |
-1,153 |
-14.42% |
| Gradient Investments LLC |
77,770 |
66,624 |
-11,146 |
-14.33% |
| Brown Advisory Inc. |
127,919 |
110,145 |
-17,774 |
-13.89% |
| Mather Group LLC. |
4,450 |
3,845 |
-605 |
-13.60% |
| Wedge Capital Management L L P NC |
1,351,458 |
1,168,250 |
-183,208 |
-13.56% |
| Clarius Group LLC |
4,265 |
3,694 |
-571 |
-13.39% |
| Coastal Investment Advisors Inc. |
3,420 |
2,995 |
-425 |
-12.43% |
| Greenfield Savings Bank |
19,122 |
16,779 |
-2,343 |
-12.25% |
| Ritholtz Wealth Management |
4,100 |
3,600 |
-500 |
-12.20% |
| AlphaCentric Advisors LLC |
583 |
514 |
-69 |
-11.84% |
| Accurate Wealth Management LLC |
11,479 |
10,120 |
-1,359 |
-11.84% |
| Lifestyle Asset Management Inc. |
3,679 |
3,244 |
-435 |
-11.82% |
| InTrack Investment Management Inc |
26,903 |
24,015 |
-2,888 |
-10.73% |
| Carderock Capital Management Inc. |
149,048 |
133,657 |
-15,391 |
-10.33% |
| Whalen Wealth Management Inc. |
3,744 |
3,370 |
-374 |
-9.99% |
| Private Trust Co. NA |
1,392 |
1,257 |
-135 |
-9.70% |
| RMR Wealth Builders |
4,631 |
4,246 |
-385 |
-8.31% |
| Chicago Capital LLC |
8,148 |
7,481 |
-667 |
-8.19% |
| GraniteShares Advisors LLC |
12,743 |
11,711 |
-1,032 |
-8.10% |
| HMS Capital Management LLC |
29,958 |
27,785 |
-2,173 |
-7.25% |
| New Mexico Educational Retirement Board |
33,950 |
32,150 |
-1,800 |
-5.30% |
| Leeward Financial Partners LLC |
3,949 |
3,751 |
-198 |
-5.01% |
| Kaydan Wealth Management Inc. |
8,150 |
7,772 |
-378 |
-4.64% |
| Hartford Investment Management Co. |
42,937 |
41,202 |
-1,735 |
-4.04% |
| Columbus Macro LLC |
3,325 |
3,200 |
-125 |
-3.76% |
| Bogart Wealth LLC |
310 |
300 |
-10 |
-3.23% |
| Congress Wealth Management LLC DE |
96,467 |
93,420 |
-3,047 |
-3.16% |
| Country Trust Bank |
487,725 |
472,488 |
-15,237 |
-3.12% |
| CVA Family Office LLC |
790 |
767 |
-23 |
-2.91% |
| NorthCrest Asset Manangement LLC |
75,478 |
73,379 |
-2,099 |
-2.78% |
| Symphony Financial Ltd. Co. |
6,148 |
5,985 |
-163 |
-2.65% |
| Louisiana State Employees Retirement System |
99,500 |
96,900 |
-2,600 |
-2.61% |
| Parsons Capital Management Inc. RI |
70,365 |
68,600 |
-1,765 |
-2.51% |
| TRUE Private Wealth Advisors |
17,641 |
17,200 |
-441 |
-2.50% |
| Wealth Enhancement Advisory Services LLC |
47,975 |
46,852 |
-1,123 |
-2.34% |
| Kovack Advisors Inc. |
12,858 |
12,561 |
-297 |
-2.31% |
| Catalyst Capital Advisors LLC |
738 |
723 |
-15 |
-2.03% |
| Cigna Investments Inc. New |
7,015 |
6,874 |
-141 |
-2.01% |
| Congress Asset Management Co. MA |
258,170 |
253,353 |
-4,817 |
-1.87% |
| DB Fitzpatrick & Co Inc |
18,551 |
18,228 |
-323 |
-1.74% |
| Values First Advisors Inc. |
28,215 |
27,735 |
-480 |
-1.70% |
| Main Street Financial Solutions LLC |
11,490 |
11,297 |
-193 |
-1.68% |
| Bristlecone Advisors LLC |
89,731 |
88,257 |
-1,474 |
-1.64% |
| Sunbelt Securities Inc. |
18,324 |
18,030 |
-294 |
-1.60% |
| Woodstock Corp |
309,399 |
304,549 |
-4,850 |
-1.57% |
| Bank of New York Mellon Corp |
18,299,787 |
18,049,018 |
-250,769 |
-1.37% |
| Arlington Trust Co LLC |
1,041 |
1,027 |
-14 |
-1.34% |
| IFM Investors Pty Ltd |
136,877 |
135,038 |
-1,839 |
-1.34% |
| Sage Mountain Advisors LLC |
67,069 |
66,174 |
-895 |
-1.33% |
| Sendero Wealth Management LLC |
39,991 |
39,477 |
-514 |
-1.29% |
| Boston Trust Walden Corp |
143,599 |
141,758 |
-1,841 |
-1.28% |
| G&S Capital LLC |
8,715 |
8,604 |
-111 |
-1.27% |
| JGP Wealth Management LLC |
15,035 |
14,850 |
-185 |
-1.23% |
| First Merchants Corp |
97,828 |
96,669 |
-1,159 |
-1.18% |
| Allen Mooney & Barnes Investment Advisors LLC |
7,203 |
7,123 |
-80 |
-1.11% |
| Avitas Wealth Management LLC |
9,177 |
9,076 |
-101 |
-1.10% |
| Checchi Capital Advisers LLC |
3,611 |
3,582 |
-29 |
-0.80% |
| New York State Teachers Retirement System |
698,710 |
693,336 |
-5,374 |
-0.77% |
| Regions Financial Corp |
5,116 |
5,090 |
-26 |
-0.51% |
| Kinneret Advisory LLC |
14,296 |
14,252 |
-44 |
-0.31% |
| Flagship Harbor Advisors LLC |
32,487 |
32,406 |
-81 |
-0.25% |
| Maryland State Retirement & Pension System |
51,114 |
51,014 |
-100 |
-0.20% |
| Natixis Advisors L.P. |
168,626 |
168,364 |
-262 |
-0.16% |
| Shaker Investments LLC OH |
41,081 |
41,018 |
-63 |
-0.15% |
| WD Rutherford LLC |
33,350 |
33,335 |
-15 |
-0.04% |
| 13F Filers Exiting FTNT |
|---|
| BKM Wealth Management LLC |
315 |
0 |
-315 |
-100.00% |
| West Paces Advisors Inc. |
28 |
0 |
-28 |
-100.00% |
| Kennedy Investment Group |
3,800 |
0 |
-3,800 |
-100.00% |
| Eaton Financial Holdings Company LLC |
12,192 |
0 |
-12,192 |
-100.00% |
| Portman Square Capital LLP |
3,760 |
0 |
-3,760 |
-100.00% |
| Silverlake Wealth Management LLC |
7,000 |
0 |
-7,000 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
301 |
0 |
-301 |
-100.00% |
| Confluence Wealth Services Inc. |
1,672 |
0 |
-1,672 |
-100.00% |
| Activest Wealth Management |
1,106 |
0 |
-1,106 |
-100.00% |
| Legal Advantage Investments Inc. |
9,025 |
0 |
-9,025 |
-100.00% |
| Curated Wealth Partners LLC |
5,884 |
0 |
-5,884 |
-100.00% |
| KG&L Capital Management LLC |
8,717 |
0 |
-8,717 |
-100.00% |
| Meridian Wealth Management LLC |
8,571 |
0 |
-8,571 |
-100.00% |
| Polianta Ltd |
16,300 |
0 |
-16,300 |
-100.00% |
| MEMBERS Trust Co |
3,475 |
0 |
-3,475 |
-100.00% |
| Perpetual Ltd |
8,004 |
0 |
-8,004 |
-100.00% |
| Teamwork Financial Advisors LLC |
6,066 |
0 |
-6,066 |
-100.00% |
| Alpha Cubed Investments LLC |
4,005 |
0 |
-4,005 |
-100.00% |
| Arlington Partners LLC |
939 |
0 |
-939 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
18,656 |
0 |
-18,656 |
-100.00% |
| American National Bank |
598 |
0 |
-598 |
-100.00% |
| Cullinan Associates Inc. |
6,000 |
0 |
-6,000 |
-100.00% |
| Rational Advisors LLC |
738 |
0 |
-738 |
-100.00% |
| M&R Capital Management Inc. |
100 |
0 |
-100 |
-100.00% |
| Fulton Bank N.A. |
3,678 |
0 |
-3,678 |
-100.00% |
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