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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Axxcess Wealth Management
California
$809K -$297K -3,348 -25%
NCA
777
New Century Advisors
Maryland
$808K – – –
AFM
778
Abbot Financial Management
Massachusetts
$805K – – –
RIM
779
Regent Investment Management
Kentucky
$805K – – –
SP
780
Symmetry Partners
Connecticut
$802K +$671K +7,566 +348%
BAMF
781
BI Asset Management Fondsmaeglerselskab
Denmark
$790K +$64.4K +726 +8%
BL
782
Balentine LLC
Georgia
$790K +$851K +9,600 New
HBWM
783
Hollow Brook Wealth Management
New York
$787K – – –
WDC
784
Woodward Diversified Capital
California
$785K -$97.4K -1,098 -10%
BTWM
785
Baker Tilly Wealth Management
Wisconsin
$782K +$187K +2,112 +29%
FSA
786
Fort Sheridan Advisors
Illinois
$779K +$225K +2,538 +37%
IAIM
787
International Assets Investment Management
Florida
$769K +$168K +1,896 +25%
BFEC
788
Benjamin F. Edwards & Company
Missouri
$764K +$318K +3,588 +63%
AFC
789
AFT Forsyth & Company
Florida
$763K +$120K +1,350 +17%
CAM
790
Covenant Asset Management
New Jersey
$762K – – –
MFG
791
Menard Financial Group
Texas
$755K -$44.2K -498 -5%
WP
792
WealthSource Partners
California
$751K -$70.8K -798 -8%
DWT
793
Dorsey & Whitney Trust
South Dakota
$750K -$3.72K -42 -0.5%
E
794
Ergoteles
New York
$742K -$19.8M -223,620 -96%
AT
795
American Trust
Kentucky
$740K +$227K +2,562 +40%
BSW
796
Buckingham Strategic Wealth
Missouri
$735K +$34.1K +384 +4%
HWM
797
HB Wealth Management
Georgia
$732K +$513K +5,790 +187%
GG
798
Golden Green
South Carolina
$730K +$786K +8,862 New
PWM
799
Perigon Wealth Management
California
$725K -$59.6K -672 -7%
AHIA
800
Andrew Hill Investment Advisors
Florida
$725K +$782K +8,814 New
30 31
32
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