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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
701
Private Capital Group
Connecticut
$34K +$1.06K +30 +4%
RIM
702
Rockbridge Investment Management
New York
$34K +$31.7K +900 New
TPCW
703
TD Private Client Wealth
New York
$33.1K -$20.7K -588 -40%
SIC
704
Salem Investment Counselors
North Carolina
$33K +$30K +852 New
FHA
705
First Horizon Advisors
Tennessee
$30K -$3.81K -108 -12%
RWG
706
Regal Wealth Group
California
$30K – – –
WAM
707
Wolverine Asset Management
Illinois
$30K +$27.7K +786 New
FANJ
708
Financial Architects (New Jersey)
New Jersey
$29K – – –
BAM
709
Bellevue Asset Management
Washington
$28K – – –
CB
710
Community Bank
New York
$28K – – –
MFT
711
Moisand Fitzgerald Tamayo
Florida
$28K – – –
IFAM
712
Institutional & Family Asset Management
Colorado
$28K +$2.33K +66 +10%
EWP
713
Engrave Wealth Partners
Texas
$28K +$6.76K +192 +35%
KFS
714
Kelly Financial Services
Massachusetts
$26.9K – – –
CFG
715
Citizens Financial Group
Rhode Island
$26K -$11.8K -336 -33%
LWM
716
Liberty Wealth Management
California
$25K +$4.02K +114 +21%
KLWA
717
Kelly Lawrence W & Associates
California
$25K +$23.3K +660 New
PP
718
PrairieView Partners
Minnesota
$23K – – –
SFPG
719
Stonebridge Financial Planning Group
Florida
$23K – – –
TFGT
720
TS Financial Group (TSFG)
Illinois
$23K – – –
VRM
721
Vectors Research Management
New York
$23K – – –
PWP
722
Principle Wealth Partners
Connecticut
$23K +$21.1K +600 New
SIA
723
SeaBridge Investment Advisors
New Jersey
$23K +$21.1K +600 New
NIM
724
NuWave Investment Management
New Jersey
$22K +$20.1K +570 New
RA
725
Rational Advisors
New York
$22K +$20.1K +570 New
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