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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
FDx Advisors
Illinois
$863K -$153K -1,766 -14%
SIA
802
Soltis Investment Advisors
Utah
$859K +$908K +10,488 New
BP
803
BBR Partners
New York
$852K – – –
CWM
804
Congress Wealth Management
Massachusetts
$851K +$900K +10,390 New
AFC
805
AFT Forsyth & Company
Florida
$848K +$93.5K +1,080 +12%
HWM
806
Hohimer Wealth Management
Washington
$847K -$11.4K -132 -1%
S
807
SignatureFD
Georgia
$846K -$1.04K -12 -0.1%
BLC
808
Brown, Lisle/Cummings
Rhode Island
$840K – – –
BOM
809
Bank of Marin
California
$840K -$20.3K -234 -2%
RA
810
RFG Advisory
Alabama
$840K +$944K +10,898 New
BFEC
811
Benjamin F. Edwards & Company
Missouri
$838K +$82.8K +956 +10%
TBWA
812
Three Bridge Wealth Advisors
California
$836K – – –
GKWIM
813
Gerber Kawasaki Wealth & Investment Management
California
$835K +$16.1K +186 +2%
DWT
814
Dorsey & Whitney Trust
South Dakota
$835K +$94K +1,086 +12%
MYLI
815
Meiji Yasuda Life Insurance
Japan
$831K -$7.79K -90 -0.9%
WT
816
Whittier Trust
California
$831K +$2.6K +30 +0.3%
UCIG
817
Ulrich Consultants & Investment Group
New Mexico
$830K – – –
HWAM
818
Hennion & Walsh Asset Management
New Jersey
$824K +$872K +10,064 New
IWM
819
IHT Wealth Management
Illinois
$818K +$243K +2,810 +39%
NL
820
NVWM LLC
Pennsylvania
$817K -$1.04K -12 -0.1%
LOAMS
821
Lombard Odier Asset Management (Switzerland)
Switzerland
$815K -$362K -4,178 -30%
AFM
822
Abbot Financial Management
Massachusetts
$813K +$13.3K +154 +2%
WQ
823
Wealth Quarterback
New Jersey
$813K +$309K +3,564 +56%
MCP
824
Mirador Capital Partners
California
$812K -$2.77K -32 -0.3%
DWM
825
Dakota Wealth Management
Florida
$811K +$474K +5,468 +123%
31 32
33
34 35