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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2701
Pingora Partners
Wyoming
$95.5K
DMBA
2702
Deseret Mutual Benefit Administrators
Utah
$93.1K +$8.47K +37 +16%
MP
2703
McDonald Partners
Ohio
$92.1K +$61.8K +270 New
PF
2704
PlanVest Financial
Maryland
$92.1K +$61.8K +270 New
UIC
2705
Uniplan Investment Counsel
Wisconsin
$91.1K +$61.1K +267 New
HNW
2706
High Note Wealth
Minnesota
$90.4K +$14.2K +62 +31%
DCM
2707
Disciplina Capital Management
Tennessee
$89K -$16.9K -74 -22%
KFP
2708
Kerr Financial Planning
California
$88.8K
JSAM
2709
J. Safra Asset Management
New York
$88.7K
RWM
2710
Raffa Wealth Management
District of Columbia
$88.7K +$25.2K +110 +73%
OWP
2711
ORG Wealth Partners
Texas
$86.3K -$21.1K -92 -27%
HC
2712
Hara Capital
Washington
$85.3K
ITIM
2713
Indiana Trust & Investment Management
Indiana
$84.6K -$93.8K -410 -62%
SN
2714
Sittner & Nelson
Oregon
$83.9K
MEG
2715
Millstone Evans Group
Colorado
$83.5K +$7.33K +32 +15%
UCB
2716
United Community Bank
South Carolina
$83.2K -$79K -345 -59%
CA
2717
Centerpoint Advisors
Massachusetts
$83K
CF
2718
Collier Financial
Colorado
$81.8K
BWS
2719
Buck Wealth Strategies
Colorado
$81.5K +$54.7K +239 New
HWA
2720
Heritage Wealth Advisors
Virginia
$78.8K
ECA
2721
Elevated Capital Advisors
Utah
$78.5K -$13.7K -60 -21%
QWM
2722
Quaker Wealth Management
New Jersey
$77.4K -$26.3K -115 -34%
RCM
2723
Raleigh Capital Management
North Carolina
$75.7K -$458 -2 -0.9%
HHCP
2724
Hilton Head Capital Partners
South Carolina
$75.7K
WAS
2725
Winch Advisory Services
Wisconsin
$75.6K +$4.58K +20 +10%