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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
726
Mirador Capital Partners
California
$797K +$264K +3,054 +55%
SS
727
Simplicity Solutions
Minnesota
$786K +$411K +4,752 +128%
PDN
728
Pensionfund DSM Netherlands
Netherlands
$779K – – –
1IA
729
1620 Investment Advisors
Massachusetts
$779K +$726K +8,394 New
LNC
730
Lincoln National Corp
Pennsylvania
$775K +$113K +1,302 +18%
RWM
731
Ritholtz Wealth Management
New York
$770K +$212K +2,454 +42%
BSW
732
Buckingham Strategic Wealth
Missouri
$768K -$28.5K -330 -4%
CCP
733
Corient Capital Partners
California
$767K +$30.1K +348 +4%
GAM
734
Gotham Asset Management
New York
$766K -$1.41M -16,260 -66%
OAJ
735
Ogorek Anthony Joseph
New York
$764K -$9.34K -108 -1%
TPWA
736
TRUE Private Wealth Advisors
Oregon
$759K -$2.08K -24 -0.3%
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$758K +$85.6K +990 +14%
YCM
738
Yousif Capital Management
Michigan
$758K +$707K +8,172 New
HSA
739
HBK Sorce Advisory
Pennsylvania
$757K -$10.9K -126 -2%
KWILP
740
Kiwi Wealth Investments Limited Partnership
New Zealand
$757K +$60.2K +696 +9%
HIMCH
741
Hartford Investment Management Co (HIMCO)
Connecticut
$744K -$168K -1,944 -20%
MOACM
742
Mutual of America Capital Management
New York
$738K – – –
CRWM
743
Castle Rock Wealth Management
California
$727K -$806K -9,318 -51%
VI
744
Vestcor Inc
New Brunswick, Canada
$724K -$128K -1,476 -16%
NB
745
NBT Bank
New York
$724K +$174K +2,010 +35%
GTAM
746
Global Trust Asset Management
Florida
$722K +$108K +1,254 +19%
SF
747
Symphony Financial
Texas
$709K +$265K +3,066 +65%
LCM
748
Laurion Capital Management
New York
$705K +$658K +7,602 New
AT
749
American Trust
Kentucky
$702K +$654K +7,566 New
NFG
750
Nations Financial Group
Iowa
$702K +$654K +7,566 New
28 29
30
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