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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
826
KG&L Capital Management
Louisiana
$335K +$295K +4,194 New
RWB
827
RMR Wealth Builders
New Jersey
$334K -$10.5K -150 -3%
HIC
828
Holderness Investments Company
North Carolina
$333K +$27.4K +390 +10%
FHB
829
First Hawaiian Bank
Hawaii
$333K +$293K +4,176 New
CIA
830
Choate Investment Advisors
Massachusetts
$332K -$46.4K -660 -14%
BCA
831
Berman Capital Advisors
Georgia
$331K -$28.2K -402 -9%
PJSIMP
832
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K – – –
BPCA
833
Bank Pictet & Cie (Asia)
Singapore
$325K – – –
RC
834
RegentAtlantic Capital
New Jersey
$319K – – –
NSAM
835
North Star Asset Management
Wisconsin
$319K +$44.3K +630 +19%
ESB
836
Essex Savings Bank
Connecticut
$317K +$8.43K +120 +3%
PTC
837
Private Trust Company
Ohio
$314K +$42.6K +606 +18%
DAS
838
Dynamic Advisor Solutions
Arizona
$312K +$274K +3,906 New
PAA
839
Peregrine Asset Advisers
Oregon
$311K +$274K +3,894 New
UBV
840
United Bank (Virginia)
Virginia
$309K – – –
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$306K – – –
MFA
842
Mayflower Financial Advisors
Massachusetts
$303K +$843 +12 +0.3%
FFN
843
Focus Financial Network
Minnesota
$302K – – –
TFS
844
TrustCore Financial Services
Tennessee
$302K – – –
NFSG
845
Newbridge Financial Services Group
Florida
$299K – – –
AWA
846
Arkadios Wealth Advisors
Georgia
$296K -$148K -2,112 -36%
SS
847
Simplicity Solutions
Minnesota
$296K +$261K +3,708 New
SIC
848
Salem Investment Counselors
North Carolina
$292K – – –
IWC
849
Integrated Wealth Concepts
Massachusetts
$292K +$257K +3,660 New
GIA
850
Guyasuta Investment Advisors
Pennsylvania
$291K -$28.2K -402 -10%
32 33
34
35 36