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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
851
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$280 +6 +0.8%
IFAM
852
Institutional & Family Asset Management
Colorado
$47K +$3.08K +66 +9%
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$47K +$28K +600 +303%
VBCG
854
Valley Brook Capital Group
Pennsylvania
$47K +$37.8K +810 New
FP
855
Financial Perspectives
Minnesota
$43.4K +$17.1K +366 +100%
CB
856
Community Bank
New York
$43K – – –
MFT
857
Moisand Fitzgerald Tamayo
Florida
$43K – – –
Harvest Fund Management
858
Harvest Fund Management
China
$41K +$33.1K +708 New
CWM
859
Curi Wealth Management
North Carolina
$40K +$32.2K +690 New
KLWA
860
Kelly Lawrence W & Associates
California
$39K – – –
HI
861
Hudock Inc
Pennsylvania
$39K +$15.7K +336 +100%
LGWM
862
Litman Gregory Wealth Management
California
$39K +$30.6K +654 New
Harding Loevner
863
Harding Loevner
New Jersey
$39K +$31.1K +666 New
SFPG
864
Stonebridge Financial Planning Group
Florida
$36K – – –
TFGT
865
TS Financial Group (TSFG)
Illinois
$36K – – –
KFS
866
Kelly Financial Services
Massachusetts
$35.5K -$4.76K -102 -15%
SL
867
Savior LLC
Massachusetts
$33K – – –
LWM
868
Liberty Wealth Management
California
$33K +$280 +6 +1%
SIM
869
Sonora Investment Management
Arizona
$30K +$9.81K +210 +70%
CCA
870
Column Capital Advisors
Indiana
$28K – – –
AP
871
Atwood & Palmer
Missouri
$27K – – –
AssetMark Inc
872
AssetMark Inc
California
$26K +$3.36K +72 +20%
AF
873
Advisornet Financial
Minnesota
$25K – – –
HWM
874
Holloway Wealth Management
Florida
$25K – – –
POIA
875
Pin Oak Investment Advisors
Texas
$25K – – –