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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$33K – – –
BAM
752
Barrett Asset Management
New York
$32K – – –
CJA
753
C-J Advisory
California
$30K – – –
WCM
754
Wealthcare Capital Management
Virginia
$30K – – –
LWM
755
Liberty Wealth Management
California
$30K +$2.67K +72 +10%
CB
756
Community Bank
New York
$29K – – –
MFT
757
Moisand Fitzgerald Tamayo
Florida
$29K – – –
Bessemer Group
758
Bessemer Group
New Jersey
$29K +$1.11K +30 +4%
KFS
759
Kelly Financial Services
Massachusetts
$28.4K +$26K +702 New
IA
760
IFP Advisors
Florida
$28K -$165K -4,458 -86%
AF
761
Advisornet Financial
Minnesota
$28K – – –
BCA
762
Bray Capital Advisors
Florida
$26K – – –
FPFS
763
First Personal Financial Services
North Carolina
$26K +$3.78K +102 +18%
AOWM
764
Alpha Omega Wealth Management
Virginia
$26K +$23.6K +636 New
MCM
765
Manchester Capital Management
Vermont
$26K +$24.3K +654 New
NSIM
766
North Star Investment Management
Illinois
$24K -$77.9K -2,100 -78%
POIA
767
Pin Oak Investment Advisors
Texas
$24K – – –
WAP
768
Wealthcare Advisory Partners
Pennsylvania
$24K – – –
GRP
769
Global Retirement Partners
California
$24K +$22.3K +600 New
ED
770
Exane Derivatives
France
$23.1K -$304K -8,208 -94%
SIM
771
Sonora Investment Management
Arizona
$23K -$11.1K -300 -34%
WAS
772
WESPAC Advisors SoCal
California
$22K – – –
LFA
773
Legacy Financial Advisors
Kentucky
$21K +$8.01K +216 +69%
CT
774
Clearstead Trust
Maine
$21K +$18.7K +504 New
FIB
775
First Interstate Bank
Montana
$20K -$42.3K -1,140 -69%