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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
851
Mark Sheptoff Financial Planning
Connecticut
$47K +$28K +600 +303%
VBCG
852
Valley Brook Capital Group
Pennsylvania
$47K +$37.8K +810 New
FP
853
Financial Perspectives
Minnesota
$43.4K +$17.1K +366 +100%
CB
854
Community Bank
New York
$43K
MFT
855
Moisand Fitzgerald Tamayo
Florida
$43K
HFM
856
Harvest Fund Management
China
$41K +$33.1K +708 New
CWM
857
Curi Wealth Management
North Carolina
$40K +$32.2K +690 New
KLWA
858
Kelly Lawrence W & Associates
California
$39K
HI
859
Hudock Inc
Pennsylvania
$39K +$15.7K +336 +100%
LGWM
860
Litman Gregory Wealth Management
California
$39K +$30.6K +654 New
HL
861
Harding Loevner
New Jersey
$39K +$31.1K +666 New
SFPG
862
Stonebridge Financial Planning Group
Florida
$36K
TFGT
863
TS Financial Group (TSFG)
Illinois
$36K
KFS
864
Kelly Financial Services
Massachusetts
$35.5K -$4.76K -102 -15%
SL
865
Savior LLC
Massachusetts
$33K
LWM
866
Liberty Wealth Management
California
$33K +$280 +6 +1%
SIM
867
Sonora Investment Management
Arizona
$30K +$9.81K +210 +70%
CCA
868
Column Capital Advisors
Indiana
$28K
AP
869
Atwood & Palmer
Missouri
$27K
AssetMark Inc
870
AssetMark Inc
California
$26K +$3.36K +72 +20%
AF
871
Advisornet Financial
Minnesota
$25K
HWM
872
Holloway Wealth Management
Florida
$25K
POIA
873
Pin Oak Investment Advisors
Texas
$25K
CI
874
CX Institutional
Indiana
$24K -$249K -5,322 -93%
CCA
875
Childress Capital Advisors
Texas
$23K +$18.2K +390 New