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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
501
Reilly Financial Advisors
California
$31K +$35.9K +1,500 New
SWA
502
Sutton Wealth Advisors
Florida
$29.4K -$20.8K -870 -38%
GBBWRPM
503
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$29K – – –
IWA
504
IBEX Wealth Advisors
New Jersey
$28K +$28.8K +1,200 New
SIG
505
Stanford Investment Group
California
$26K – – –
BCM
506
Blume Capital Management
California
$25K – – –
CAL
507
Capital Advisors Ltd
Ohio
$25K – – –
FWM
508
Focused Wealth Management
New York
$25K +$28.8K +1,200 New
MWM
509
Mascoma Wealth Management
New Hampshire
$24K +$27.3K +1,140 New
AIM
510
Assured Investment Management
New York
$22K +$25.2K +1,050 New
RWA
511
Ropes Wealth Advisors
Massachusetts
$21K – – –
IWM
512
IHT Wealth Management
Illinois
$21K +$24.3K +1,014 New
GWM
513
Geneos Wealth Management
Colorado
$20K +$9.2K +384 +67%
MA
514
MUFG Americas
New York
$19K -$22.4K -936 -51%
CJA
515
C-J Advisory
California
$19K – – –
SIM
516
Sonora Investment Management
Arizona
$18.3K +$6.61K +276 +46%
BAM
517
Barrett Asset Management
New York
$18K – – –
BL
518
Balentine LLC
Georgia
$15K -$7.33K -306 -30%
ED
519
Exane Derivatives
France
$13.8K – – –
Nisa Investment Advisors
520
Nisa Investment Advisors
Missouri
$13K – – –
TWA
521
TCI Wealth Advisors
Arizona
$13K +$14.4K +600 +1,667%
GRP
522
Global Retirement Partners
California
$13K +$15.4K +642 New
MWM
523
MinichMacGregor Wealth Management
New York
$12K -$288 -12 -2%
QCG
524
Quadrant Capital Group
Ohio
$12K +$4.17K +174 +29%
BIG
525
Bellwether Investment Group
Tennessee
$10K +$11.4K +474 New