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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
HL
601
HeadInvest LLC
Maine
$304K +$310K +7,458 New
MC
602
Moors & Cabot
Massachusetts
$302K +$308K +7,410 New
AGF Investments Inc
603
AGF Investments Inc
Ontario, Canada
$301K -$664K -15,966 -68%
KTC
604
Kistler-Tiffany Companies
Pennsylvania
$299K +$14.5K +348 +5%
OFS
605
OneAscent Financial Services
Alabama
$299K +$32.9K +792 +12%
Focus Financial Network
606
Focus Financial Network
Minnesota
$296K – – –
Mutual of America Capital Management
607
Mutual of America Capital Management
New York
$291K – – –
Stratos Wealth Partners
608
Stratos Wealth Partners
Ohio
$291K +$53.9K +1,296 +22%
CMO
609
Covenant Multifamily Offices
Texas
$290K +$295K +7,098 New
MFG
610
Menard Financial Group
Texas
$285K +$38.2K +918 +15%
QC
611
QCM Cayman
Texas
$283K +$288K +6,930 New
Horizon Investments
612
Horizon Investments
North Carolina
$277K +$282K +6,780 New
VFPI
613
Vantage Financial Partners (Illinois)
Illinois
$275K +$281K +6,750 New
EAM
614
Evanson Asset Management
California
$274K +$279K +6,708 New
RT
615
Rockland Trust
Massachusetts
$273K – – –
GTAM
616
Global Trust Asset Management
Florida
$272K – – –
Wealthspire Advisors (Maryland)
617
Wealthspire Advisors (Maryland)
Maryland
$272K +$53.9K +1,296 +24%
FCA
618
FLC Capital Advisors
California
$271K -$119K -2,850 -30%
Aristotle Atlantic Partners
619
Aristotle Atlantic Partners
Florida
$269K – – –
BM
620
Brandywine Managers
Delaware
$269K – – –
WA
621
WealthTrust Axiom
Pennsylvania
$269K – – –
RWA
622
Ropes Wealth Advisors
Massachusetts
$267K – – –
MA
623
MANA Advisors
New York
$266K -$136K -3,264 -33%
IIM
624
Ipswich Investment Management
Massachusetts
$264K +$37.4K +900 +16%
Benjamin F. Edwards & Company
625
Benjamin F. Edwards & Company
Missouri
$261K -$16.5K -396 -6%