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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
651
Wealthspire Advisors (New York)
New York
$403K +$318K +6,810 New
FCA
652
FLC Capital Advisors
California
$402K – – –
MOACM
653
Mutual of America Capital Management
New York
$401K -$17.7K -378 -5%
SWP
654
Stratos Wealth Partners
Ohio
$400K -$17.1K -366 -5%
AII
655
AGF Investments Inc
Ontario, Canada
$399K -$30.3K -648 -9%
DILIC
656
Dai-ichi Life Insurance Company
Japan
$396K -$841K -18,000 -73%
RT
657
Rockland Trust
Massachusetts
$396K – – –
PWM
658
Perigon Wealth Management
California
$393K -$107K -2,298 -26%
RWA
659
Ropes Wealth Advisors
Massachusetts
$393K +$4.21K +90 +1%
GTAM
660
Global Trust Asset Management
Florida
$393K +$5.61K +120 +2%
AAP
661
Aristotle Atlantic Partners
Florida
$391K – – –
BM
662
Brandywine Managers
Delaware
$391K – – –
SPC
663
Sigma Planning Corp
Michigan
$389K -$67K -1,434 -18%
QAM
664
QCI Asset Management
New York
$388K +$29.4K +630 +11%
IIM
665
Ipswich Investment Management
Massachusetts
$384K – – –
HIC
666
Hartline Investment Corp
Illinois
$380K +$2.52K +54 +0.8%
CAAS
667
Capital Asset Advisory Services
Michigan
$380K +$300K +6,414 New
AA
668
Apriem Advisors
California
$378K +$15.4K +330 +5%
PHK
669
Point72 Hong Kong
Hong Kong
$377K -$1.75M -37,506 -86%
DWT
670
Dorsey & Whitney Trust
South Dakota
$376K +$10.9K +234 +4%
OWM
671
OneAscent Wealth Management
Alabama
$375K +$296K +6,330 New
CG
672
Caprock Group
Idaho
$372K +$21.6K +462 +8%
NB
673
Nicolet Bankshares
Wisconsin
$370K – – –
ECM
674
Evergreen Capital Management
Washington
$367K +$9.81K +210 +4%
CWA
675
Clarus Wealth Advisors
Arizona
$365K – – –
25 26
27
28 29