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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
PS
2851
Planning Strategies
Pennsylvania
$16.7K +$11.2K +49 New
JAM
2852
JCIC Asset Management
Ontario, Canada
$16.5K – – –
IW
2853
Imprint Wealth
South Carolina
$16K +$1.14K +5 +12%
RBC
2854
Roble Belko & Company
Pennsylvania
$15K -$458 -2 -4%
BCH
2855
Berkshire Capital Holdings
California
$14.3K – – –
PP
2856
Paladin Partners
Wisconsin
$14.3K – – –
TM
2857
Torren Management
California
$14.3K – – –
HDIM
2858
Hanson & Doremus Investment Management
Vermont
$14K -$129K -562 -93%
UFPG
2859
United Financial Planning Group
New York
$13.6K -$10.3K -45 -53%
OCM
2860
Osbon Capital Management
Massachusetts
$13.6K – – –
AWA
2861
Acumen Wealth Advisors
Tennessee
$13.3K +$8.93K +39 New
EP
2862
Essential Partners
California
$12.3K -$941K -4,112 -99%
KFI
2863
Key Financial Inc
Pennsylvania
$12.3K – – –
W
2864
WealthCollab
Washington
$12.3K – – –
VWM
2865
Vermillion Wealth Management
Minnesota
$11.9K -$54.7K -239 -87%
DPW
2866
DiNuzzo Private Wealth
Pennsylvania
$11.9K – – –
GPFA
2867
Game Plan Financial Advisors
Ohio
$11.9K – – –
IAS
2868
IMA Advisory Services
Colorado
$11.9K +$2.52K +11 +46%
RCM
2869
Richardson Capital Management
Wisconsin
$11.6K – – –
QL
2870
Quarry LP
New York
$10.2K -$172K -750 -96%
MWPCG
2871
Measured Wealth Private Client Group
New Hampshire
$10.2K – – –
LC
2872
Luminist Capital
Michigan
$10.2K +$6.87K +30 New
MSWM
2873
Mowery & Schoenfeld Wealth Management
Illinois
$10.2K – – –
FMTCOCP
2874
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K -$61.8K -270 -90%
CMP
2875
Coston McIsaac & Partners
Maine
$10K – – –