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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
501
Capital Advisors Ltd
Ohio
$23K – – –
EWM
502
Edge Wealth Management
New York
$23K +$26.8K +1,200 New
MWM
503
Mascoma Wealth Management
New Hampshire
$21K – – –
IWM
504
IHT Wealth Management
Illinois
$21K +$3.35K +150 +15%
CJA
505
C-J Advisory
California
$21K +$4.7K +210 +23%
RCG
506
Ruggie Capital Group
Florida
$20K +$23.7K +1,062 New
LJHT
507
Laurie J. Hall Trustee
$19.4K +$24.1K +1,080 New
IPC
508
Independent Portfolio Consultants
Florida
$18K +$21.3K +954 New
WT
509
Whittier Trust
California
$17K +$19.7K +882 New
SIM
510
Sonora Investment Management
Arizona
$16.5K – – –
BAM
511
Barrett Asset Management
New York
$16K – – –
QCG
512
Quadrant Capital Group
Ohio
$13K +$2.55K +114 +15%
RFWA
513
RPg Family Wealth Advisory
Massachusetts
$11.5K +$13.7K +612 New
MA
514
MUFG Americas
New York
$11K -$6.71K -300 -33%
MWM
515
MinichMacGregor Wealth Management
New York
$11K -$402 -18 -3%
CFG
516
Citizens Financial Group
Rhode Island
$11K +$12.6K +564 New
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$13.4K +600 New
CL
518
CSS LLC
Illinois
$11K +$13.5K +606 New
WOC
519
West Oak Capital
California
$10K +$11.9K +534 New
SBL
520
Sargent Bickham Lagudis
Colorado
$10K -$24.1K -1,080 -67%
PFO
521
Pathstone Family Office
New Jersey
$9K +$11.9K +534 New
PCP
522
Proficio Capital Partners
Massachusetts
$8K -$71.9K -3,216 -88%
WCM
523
Wealthcare Capital Management
Virginia
$8K – – –
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$7.38K +330 +275%
BTIS
525
BB&T Investment Services
North Carolina
$8K +$7.91K +354 New
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