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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
551
Tradewinds Capital Management
Washington
$821K – – –
GAM
552
Gotham Asset Management
New York
$804K -$265K -5,664 -29%
IAA
553
Independent Advisor Alliance
North Carolina
$800K +$16.8K +360 +3%
MFAM
554
Motley Fool Asset Management
Virginia
$793K +$40.6K +870 +7%
WF
555
Welch & Forbes
Massachusetts
$774K – – –
RMCM
556
Reynders McVeigh Capital Management
Massachusetts
$761K -$16.8K -360 -3%
BWM
557
BigSur Wealth Management
Florida
$759K – – –
SS
558
Simplicity Solutions
Minnesota
$757K +$51.9K +1,110 +10%
ZB
559
Zions Bancorporation
Utah
$751K +$37.6K +804 +7%
LSA
560
Leonteq Securities AG
Switzerland
$749K +$591K +12,642 New
JWM
561
Jeppson Wealth Management
California
$748K +$7.57K +162 +1%
GKWIM
562
Gerber Kawasaki Wealth & Investment Management
California
$733K +$280 +6 +0%
HL
563
HeadInvest LLC
Maine
$732K +$229K +4,896 +66%
XWM
564
Xcel Wealth Management
Florida
$722K +$2.52K +54 +0.4%
RPC
565
Rossmore Private Capital
Connecticut
$719K – – –
BCM
566
Beck Capital Management
Texas
$717K +$6.17K +132 +1%
WDC
567
Woodward Diversified Capital
California
$717K +$566K +12,108 New
PSP
568
Principal Street Partners
Tennessee
$713K -$126K -2,694 -18%
FBC
569
Fairfield, Bush & Co
Connecticut
$712K – – –
CP
570
Covenant Partners
Tennessee
$712K +$42.3K +906 +8%
SACTSONJ
571
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$711K – – –
JG
572
Jefferies Group
New York
$696K -$8M -171,306 -94%
AWCI
573
Alpine Woods Capital Investors
New York
$693K – – –
CRC
574
Curi RMB Capital
Illinois
$683K – – –
MHC
575
Meyer Handelman Company
New York
$683K +$538K +11,520 New
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