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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
776
Ziegler Capital Management
Illinois
$227K – – –
TCA
777
Transcend Capital Advisors
New Jersey
$225K -$4.28K -72 -2%
FMTC
778
Farmers & Merchants Trust Company
California
$225K – – –
PFS
779
Prospera Financial Services
Texas
$222K +$15.7K +264 +7%
MA
780
Montag & Associates
Georgia
$221K – – –
SFS
781
Sowell Financial Services
Arkansas
$221K +$17.8K +300 +8%
RWB
782
RMR Wealth Builders
New Jersey
$219K – – –
CT
783
Caldwell Trust
Florida
$219K +$53.5K +900 +28%
FAB
784
First American Bank
Illinois
$217K – – –
IIC
785
Integrated Investment Consultants
Michigan
$217K – – –
EW
786
Evoke Wealth
California
$217K +$240K +4,038 New
CFGS
787
Concourse Financial Group Securities
Alabama
$215K +$26.4K +444 +12%
RC
788
RegentAtlantic Capital
New Jersey
$214K – – –
BTWM
789
Baker Tilly Wealth Management
Wisconsin
$214K +$26.4K +444 +13%
BCA
790
Berman Capital Advisors
Georgia
$213K +$25.7K +432 +12%
MC
791
Moors & Cabot
Massachusetts
$211K -$205K -3,450 -47%
FMN
792
Financial Management Network
California
$209K – – –
VWA
793
V Wealth Advisors
Kansas
$208K – – –
C
794
Certuity
Florida
$206K -$10.7K -180 -4%
NFSG
795
Newbridge Financial Services Group
Florida
$206K -$3.57K -60 -2%
LWAC
796
Laurel Wealth Advisors (California)
California
$205K -$39.9K -672 -15%
BPCA
797
Bank Pictet & Cie (Asia)
Singapore
$205K – – –
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$205K +$95.6K +1,608 +72%
WW
799
Westshore Wealth
California
$205K +$226K +3,810 New
TFS
800
TrustCore Financial Services
Tennessee
$203K +$28.5K +480 +15%
30 31
32
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