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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
501
NKCFO LLC
Illinois
$482K – – –
UCFA
502
United Capital Financial Advisors
Texas
$478K +$111K +3,138 +34%
VCM
503
Virtue Capital Management
Tennessee
$478K +$440K +12,492 New
GKWIM
504
Gerber Kawasaki Wealth & Investment Management
California
$471K +$5.29K +150 +1%
VFA
505
Values First Advisors
Tennessee
$470K -$30.7K -870 -7%
IDBONY
506
Israel Discount Bank of New York
New York
$465K +$428K +12,150 New
XWM
507
Xcel Wealth Management
Florida
$464K +$428K +12,144 New
FBC
508
Fairfield, Bush & Co
Connecticut
$462K – – –
SACTSONJ
509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$459K – – –
GCA
510
Greenwood Capital Associates
South Carolina
$454K -$64.9K -1,842 -13%
AWCI
511
Alpine Woods Capital Investors
New York
$448K -$10.6K -300 -3%
CP
512
Covenant Partners
Tennessee
$445K -$79.5K -2,256 -16%
MA
513
Montag & Associates
Georgia
$445K -$3.59K -102 -0.9%
CRC
514
Curi RMB Capital
Illinois
$441K – – –
IAA
515
Independent Advisor Alliance
North Carolina
$438K +$45K +1,278 +13%
EFEM
516
Eos Focused Equity Management
New York
$438K +$403K +11,448 New
PWM
517
Perigon Wealth Management
California
$436K +$402K +11,400 New
ANRIA
518
American National Registered Investment Advisor
Texas
$432K – – –
RC
519
RegentAtlantic Capital
New Jersey
$426K – – –
CAM
520
Covenant Asset Management
New Jersey
$424K -$24.3K -690 -6%
HIMCH
521
Hartford Investment Management Co (HIMCO)
Connecticut
$418K -$4.02K -114 -1%
BCM
522
Beck Capital Management
Texas
$412K +$379K +10,764 New
PPW
523
Parcion Private Wealth
Washington
$410K +$367K +10,416 New
RIM
524
Regent Investment Management
Kentucky
$408K -$264K -7,500 -41%
MA
525
Mutual Advisors
Nebraska
$408K +$376K +10,662 New
19 20
21
22 23