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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
801
Pendal Group
Australia
$757K +$872K +10,856 New
MCI
802
MRP Capital Investments
Georgia
$756K +$870K +10,830 New
KTC
803
Kistler-Tiffany Companies
Pennsylvania
$755K -$7.23K -90 -0.8%
TMAM
804
Tokio Marine Asset Management
Japan
$754K +$105K +1,306 +14%
BIAS
805
Beacon Investment Advisory Services
New Jersey
$753K +$506K +6,304 +141%
WT
806
Whittier Trust
California
$750K +$48.2K +600 +6%
AWM
807
Axxcess Wealth Management
California
$748K +$357K +4,450 +71%
MYLI
808
Meiji Yasuda Life Insurance
Japan
$745K +$41.8K +520 +5%
ISWM
809
Independent Solutions Wealth Management
New York
$742K +$604K +7,528 +242%
SPC
810
Sigma Planning Corp
Michigan
$737K +$91.9K +1,144 +12%
IA
811
IAM Advisory
Pennsylvania
$736K -$43.8K -546 -5%
SWRP
812
Summit Wealth & Retirement Planning
California
$736K – – –
MYAM
813
Meiji Yasuda Asset Management
Japan
$735K -$12.8K -160 -1%
DIM
814
DC Investments Management
Virginia
$727K +$837K +10,422 New
MCP
815
Mirador Capital Partners
California
$725K +$37.9K +472 +5%
AFC
816
AFT Forsyth & Company
Florida
$722K – – –
CW
817
CIC Wealth
Maryland
$715K +$823K +10,250 New
GKWIM
818
Gerber Kawasaki Wealth & Investment Management
California
$708K -$4.34K -54 -0.5%
EWM
819
Empirical Wealth Management
Washington
$707K -$124K -1,542 -13%
HWM
820
HB Wealth Management
Georgia
$704K +$67.8K +844 +9%
WQ
821
Wealth Quarterback
New Jersey
$703K +$12.7K +158 +2%
DWT
822
Dorsey & Whitney Trust
South Dakota
$703K -$10.6K -132 -1%
BLC
823
Brown, Lisle/Cummings
Rhode Island
$702K -$15.4K -192 -2%
NL
824
Navalign LLC
California
$699K -$104K -1,290 -11%
CPM
825
Connective Portfolio Management
New York
$698K +$803K +10,000 New
31 32
33
34 35