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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthSource Partners
California
$296K -$32.5K -918 -10%
PSUF
552
People's United Financial
Connecticut
$288K -$10.8K -306 -3%
GWMIA
553
Global Wealth Management Investment Advisory
Florida
$288K +$27.2K +768 +10%
SS
554
Simplicity Solutions
Minnesota
$285K +$14.7K +414 +5%
CP
555
Covenant Partners
Tennessee
$283K -$156K -4,398 -35%
TSS
556
Two Sigma Securities
New York
$283K -$154K -4,350 -34%
CA
557
Cetera Advisors
Colorado
$283K +$72.8K +2,058 +32%
DCM
558
Dupont Capital Management
Delaware
$279K -$69.2K -1,956 -19%
MOACM
559
Mutual of America Capital Management
New York
$279K
Mackenzie Financial
560
Mackenzie Financial
Ontario, Canada
$279K +$425 +12 +0.1%
GKWIM
561
Gerber Kawasaki Wealth & Investment Management
California
$271K -$849 -24 -0.3%
GAM
562
Gotham Asset Management
New York
$267K -$3.28M -92,766 -92%
RWA
563
Ropes Wealth Advisors
Massachusetts
$266K
APA
564
American Portfolios Advisors
New York
$261K +$45.7K +1,290 +20%
LJAC
565
L.J. Altfest & Co
New York
$259K +$270K +7,626 New
RJT
566
Raymond James Trust
Florida
$257K -$23.4K -660 -8%
DILIC
567
Dai-ichi Life Insurance Company
Japan
$255K
BWL
568
Bogart Wealth LLC
Virginia
$255K +$22.9K +648 +9%
FT
569
Fiduciary Trust
Massachusetts
$254K -$119K -3,360 -31%
GVAG
570
Great Valley Advisor Group
Delaware
$249K +$260K +7,332 New
ZB
571
Zions Bancorporation
Utah
$248K +$10.4K +294 +4%
SWM
572
SeaCrest Wealth Management
New York
$247K -$129K -3,636 -33%
IAA
573
Independent Advisor Alliance
North Carolina
$246K -$30.4K -858 -11%
WAM
574
Wolverine Asset Management
Illinois
$244K
CAG
575
Crestwood Advisors Group
Massachusetts
$240K