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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
BM
801
Brandywine Managers
Delaware
$769K – – –
VFA
802
Valeo Financial Advisors
Indiana
$769K +$175K +1,950 +36%
NB
803
NBT Bank
New York
$767K -$36.5K -408 -5%
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$766K -$254K -2,838 -28%
CAN
805
Claraphi Advisory Network
United States
$758K +$654K +7,308 New
TPWA
806
TRUE Private Wealth Advisors
Oregon
$754K – – –
SCP
807
Stamos Capital Partners
California
$747K +$644K +7,200 New
DF
808
Donoghue Forlines
Massachusetts
$742K -$410K -4,578 -39%
BP
809
Ballentine Partners
Massachusetts
$741K -$5.91K -66 -0.9%
MOS
810
MGO One Seven
Ohio
$738K +$5.37K +60 +0.9%
RWM
811
Ritholtz Wealth Management
New York
$736K -$107K -1,200 -14%
FCA
812
FLC Capital Advisors
California
$736K – – –
BSB
813
Bangor Savings Bank
Maine
$735K -$22K -246 -3%
SEC
814
Seven Eight Capital
New York
$733K +$633K +7,068 New
RCA
815
Resonant Capital Advisors
Wisconsin
$732K -$280K -3,132 -30%
TMAM
816
Tokio Marine Asset Management
Japan
$731K +$58.5K +654 +10%
CRWM
817
Castle Rock Wealth Management
California
$727K -$187K -2,088 -23%
NIP
818
Nicholas Investment Partners
California
$725K +$626K +6,990 New
MWM
819
Minot Wealth Management
Massachusetts
$724K – – –
KWM
820
Keebeck Wealth Management
Illinois
$722K +$623K +6,960 New
TFP
821
Tilia Fiduciary Partners
North Carolina
$721K +$25.8K +288 +4%
FSA
822
Fort Sheridan Advisors
Illinois
$718K +$48.9K +546 +9%
JDR
823
Jay D. Rosenbaum
$717K +$39.7K +444 +7%
RFO
824
RiverGlades Family Offices
Florida
$716K – – –
SWP
825
Stratos Wealth Partners
Ohio
$713K +$8.05K +90 +1%
31 32
33
34 35