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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$368K +$375K +9,012 New
BAAM
577
Baker Avenue Asset Management
California
$367K – – –
MTIM
578
Marathon Trading Investment Management
Pennsylvania
$367K +$374K +9,000 New
PWM
579
Perigon Wealth Management
California
$364K -$103K -2,472 -22%
DC
580
Davenport & Co
Virginia
$362K +$27K +648 +8%
MBT
581
Montecito Bank & Trust
California
$352K +$25K +600 +7%
HSA
582
HBK Sorce Advisory
Pennsylvania
$349K +$29.7K +714 +9%
MA
583
Montag & Associates
Georgia
$348K -$129K -3,102 -27%
CA
584
Clearstead Advisors
Ohio
$343K – – –
FP
585
Foundry Partners
Minnesota
$340K – – –
WA
586
Wealth Alliance
New York
$337K +$344K +8,262 New
BSW
587
Buckingham Strategic Wealth
Missouri
$334K +$341K +8,190 New
FCI
588
Financial Counselors Inc
Kansas
$332K +$99.6K +2,394 +42%
WS
589
Wedbush Securities
California
$328K -$63.9K -1,536 -16%
EPFB
590
Employees Provident Fund Board
Malaysia
$328K – – –
SPC
591
Sigma Planning Corp
Michigan
$326K +$81.9K +1,968 +33%
CPIA
592
Cornell Pochily Investment Advisors
New York
$324K +$32.4K +780 +11%
RFO
593
RiverGlades Family Offices
Florida
$318K – – –
ST
594
Smithfield Trust
Pennsylvania
$318K – – –
CGH
595
Crossmark Global Holdings
Texas
$317K -$1.75K -42 -0.5%
JRP
596
Jasper Ridge Partners
California
$316K – – –
RCA
597
Resonant Capital Advisors
Wisconsin
$314K +$320K +7,704 New
FMLI
598
Fukoku Mutual Life Insurance
Japan
$306K – – –
HL
599
HeadInvest LLC
Maine
$304K +$310K +7,458 New
MC
600
Moors & Cabot
Massachusetts
$302K +$308K +7,410 New
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