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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
751
Trivium Point Advisory
Connecticut
$286K +$274K +4,620 New
VWA
752
V Wealth Advisors
Kansas
$284K +$41.6K +702 +18%
BCA
753
Berman Capital Advisors
Georgia
$281K +$34.5K +582 +15%
PIA
754
Perennial Investment Advisors
California
$281K +$269K +4,536 New
PA
755
Profund Advisors
Maryland
$280K -$51.9K -876 -16%
CG
756
Colony Group
Massachusetts
$279K -$711 -12 -0.3%
RWM
757
Ritholtz Wealth Management
New York
$279K +$267K +4,506 New
KW
758
KWB Wealth
California
$278K – – –
RIA
759
Regal Investment Advisors
Michigan
$276K +$264K +4,464 New
DBT
760
Dubuque Bank & Trust
Iowa
$275K +$3.56K +60 +1%
P
761
Pitcairn
Pennsylvania
$275K +$4.62K +78 +2%
MC
762
Moors & Cabot
Massachusetts
$272K +$26.7K +450 +11%
BIAS
763
Beacon Investment Advisory Services
New Jersey
$272K +$260K +4,392 New
SAM
764
Shell Asset Management
Netherlands
$271K -$45.9K -774 -15%
PJSIMP
765
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K – – –
JFA
766
Johanson Financial Advisors
California
$270K – – –
RWB
767
RMR Wealth Builders
New Jersey
$268K +$14.9K +252 +6%
TI
768
Tidal Investments
Wisconsin
$267K -$85.3K -1,440 -25%
CI
769
Cigna Investments
Connecticut
$266K -$4.62K -78 -2%
TCA
770
Transcend Capital Advisors
New Jersey
$264K +$6.04K +102 +2%
ZCM
771
Ziegler Capital Management
Illinois
$262K – – –
FM
772
Family Management
New York
$261K +$250K +4,224 New
FMTC
773
Farmers & Merchants Trust Company
California
$260K – – –
LB
774
Leo Brokerage
Texas
$259K -$3.56K -60 -1%
HAG
775
HighPoint Advisor Group
Illinois
$256K -$36.3K -612 -13%
29 30
31
32 33