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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
876
American Research & Management Company
Massachusetts
$65K – – –
GWSG
877
GPS Wealth Strategies Group
Colorado
$65K – – –
ADL
878
Asset Dedication LLC
California
$60K +$56.9K +960 New
CFA
879
Carroll Financial Associates
North Carolina
$58K – – –
KPCM
880
Kings Point Capital Management
New York
$58K – – –
HNB
881
Huntington National Bank
Ohio
$58K +$6.4K +108 +13%
RIM
882
Rockbridge Investment Management
New York
$56K – – –
CTC
883
Central Trust Company
Missouri
$55K – – –
PCG
884
Private Capital Group
Connecticut
$49K -$355 -6 -0.8%
MSFP
885
Mark Sheptoff Financial Planning
Connecticut
$49K – – –
BAM
886
Bellevue Asset Management
Washington
$48K – – –
IFAM
887
Institutional & Family Asset Management
Colorado
$48K – – –
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$46K +$35.5K +600 +400%
FP
889
Financial Perspectives
Minnesota
$45.3K – – –
CB
890
Community Bank
New York
$45K – – –
MFT
891
Moisand Fitzgerald Tamayo
Florida
$45K – – –
AF
892
Advisornet Financial
Minnesota
$44K +$17.8K +300 +72%
BFC
893
Bedel Financial Consulting
Indiana
$44K +$26.7K +450 +170%
SC
894
SouthState Corp
Florida
$43K +$41.6K +702 New
KLWA
895
Kelly Lawrence W & Associates
California
$41K – – –
KFS
896
Kelly Financial Services
Massachusetts
$39.3K -$4.62K -78 -11%
SFPG
897
Stonebridge Financial Planning Group
Florida
$39K – – –
CB
898
CNB Bank
Pennsylvania
$37K -$12.8K -216 -26%
TFGT
899
TS Financial Group (TSFG)
Illinois
$37K – – –
LWM
900
Liberty Wealth Management
California
$36K +$1.07K +18 +3%
34 35
36
37 38