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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
701
BSW Wealth Partners
Colorado
$309K +$244K +5,220 New
PCM
702
Peregrine Capital Management
Minnesota
$306K – – –
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$306K +$241K +5,160 New
FB
704
Fulton Bank
Pennsylvania
$306K +$242K +5,178 New
CMI
705
Clare Market Investments
Texas
$306K – – –
MAFM
706
Mid Atlantic Financial Management
Pennsylvania
$305K +$1.4K +30 +0.6%
FNBOO
707
First National Bank of Omaha
Nebraska
$304K +$240K +5,130 New
HSA
708
HBK Sorce Advisory
Pennsylvania
$302K -$161K -3,450 -40%
LSAG
709
Lake Street Advisors Group
New Hampshire
$302K – – –
GL
710
Graypoint LLC
New York
$301K – – –
FFS
711
Founders Financial Securities
Maryland
$299K +$236K +5,046 New
MS
712
Mizuho Securities
Japan
$298K -$487K -10,422 -67%
HAG
713
HighPoint Advisor Group
Illinois
$298K +$214K +4,572 New
WCM
714
Windward Capital Management
California
$298K +$235K +5,034 New
PF
715
Phoenix Financial
Israel
$297K +$235K +5,028 New
QC
716
QCM Cayman
Texas
$296K -$90K -1,926 -28%
ADIM
717
Alpha DNA Investment Management
Maryland
$296K +$234K +5,004 New
MWM
718
Minot Wealth Management
Massachusetts
$293K +$231K +4,950 New
NHC
719
Nicholas Hoffman & Company
Georgia
$292K – – –
AAS
720
Avantax Advisory Services
Texas
$289K -$482K -10,320 -68%
FMT
721
First Mercantile Trust
Tennessee
$289K +$228K +4,884 New
WA
722
WealthTrust Axiom
Pennsylvania
$284K -$84.1K -1,800 -27%
GDP
723
Great Diamond Partners
Maine
$282K +$223K +4,776 New
LB
724
Leo Brokerage
Texas
$277K +$218K +4,674 New
OIA
725
OneDigital Investment Advisors
Kansas
$277K +$218K +4,674 New
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