We are live on ! Find out more
PANW icon

Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2701
Hartford Financial Management
Connecticut
$128K – – –
WAG
2702
Wilkerson Advisory Group
Missouri
$128K -$229 -1 -0.3%
BHWM
2703
Beaird Harris Wealth Management
Texas
$127K – – –
PB
2704
Prosperity Bancshares
Texas
$127K +$17.6K +77 +26%
SWAG
2705
Spectrum Wealth Advisory Group
California
$125K +$84.2K +368 New
SHIM
2706
Stone House Investment Management
Pennsylvania
$125K – – –
AFC
2707
Ares Financial Consulting
California
$123K +$458 +2 +0.6%
SIM
2708
Synergy Investment Management
Florida
$123K -$9.16K -40 -10%
PSB
2709
Piscataqua Savings Bank
New Hampshire
$119K +$34.3K +150 +75%
CTC
2710
Cetera Trust Company
Minnesota
$119K – – –
JGCM
2711
Joseph Group Capital Management
Ohio
$114K +$46.5K +203 +156%
KAS
2712
Kemnay Advisory Services
New York
$112K +$11.2K +49 +18%
AIM
2713
Anchor Investment Management
South Carolina
$111K +$35.3K +154 +90%
SAM
2714
Sherman Asset Management
California
$110K -$258K -1,128 -78%
AW
2715
Avion Wealth
Texas
$109K -$6.18K -27 -8%
AP
2716
Aspect Partners
Virginia
$109K -$2.29K -10 -3%
GWM
2717
Gilpin Wealth Management
Colorado
$108K – – –
FFO
2718
Fortitude Family Office
Arizona
$108K -$2.98K -13 -4%
CWP
2719
Concord Wealth Partners
Virginia
$106K -$2.16M -9,431 -97%
LWM
2720
Lodestone Wealth Management
Washington
$105K – – –
HPBT
2721
Hickory Point Bank & Trust
Illinois
$102K -$45.8K -200 -40%
MSFP
2722
Mark Sheptoff Financial Planning
Connecticut
$102K – – –
PP
2723
PFS Partners
New Jersey
$102K – – –
CFFP
2724
Center for Financial Planning
Michigan
$100K – – –
KPP
2725
Kings Path Partners
Texas
$98.2K – – –
107 108
109
110 111