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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
801
Symphony Financial
Texas
$375K -$134K -1,902 -29%
WCM
802
Windward Capital Management
California
$374K -$422 -6 -0.1%
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$374K +$422 +6 +0.1%
WA
804
WealthTrust Axiom
Pennsylvania
$373K – – –
CG
805
Colony Group
Massachusetts
$372K +$10.5K +150 +3%
GLA
806
Great Lakes Advisors
Illinois
$371K -$3.37K -48 -1%
VWM
807
Vigilare Wealth Management
Arizona
$370K -$2.53K -36 -0.8%
HAG
808
HighPoint Advisor Group
Illinois
$369K +$33.3K +474 +11%
JFA
809
Johanson Financial Advisors
California
$366K +$29.5K +420 +10%
MA
810
Montag & Associates
Georgia
$366K +$31.6K +450 +11%
FCI
811
Financial Counselors Inc
Kansas
$361K -$209K -2,976 -40%
DBT
812
Dubuque Bank & Trust
Iowa
$359K +$4.21K +60 +1%
P
813
Pitcairn
Pennsylvania
$354K -$843 -12 -0.3%
CQS
814
Credential Qtrade Securities
$353K +$310K +4,416 New
BIAS
815
Beacon Investment Advisory Services
New Jersey
$352K +$843 +12 +0.3%
LC
816
Lunia Capital
Texas
$349K -$17.7K -252 -5%
PWM
817
Perigon Wealth Management
California
$348K -$20.7K -294 -6%
ZCM
818
Ziegler Capital Management
Illinois
$348K +$8.43K +120 +3%
AWA
819
Arete Wealth Advisors
Illinois
$348K +$306K +4,356 New
CI
820
Cigna Investments
Connecticut
$344K – – –
LB
821
Leo Brokerage
Texas
$344K +$8.01K +114 +3%
LA
822
Latitude Advisors
Florida
$344K +$303K +4,308 New
MSAM
823
Moloney Securities Asset Management
Missouri
$337K +$15.2K +216 +5%
WI
824
WrapManager Inc
California
$336K +$296K +4,206 New
FTDI
825
First Trust Direct Indexing
Massachusetts
$336K +$296K +4,212 New
31 32
33
34 35