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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
901
Alpha Paradigm Partners
Illinois
$235K -$282K -4,008 -58%
GRP
902
Global Retirement Partners
California
$235K +$29.5K +420 +17%
CAG
903
Crestwood Advisors Group
Massachusetts
$235K +$207K +2,946 New
KMWM
904
Keudell/Morrison Wealth Management
Oregon
$234K +$206K +2,934 New
PCA
905
Personal Capital Advisors
California
$233K +$205K +2,916 New
FI
906
Fosun International
China
$232K +$207K +2,940 New
OWA
907
Opal Wealth Advisors
New York
$231K +$203K +2,892 New
XSC
908
X-Square Capital
Puerto Rico
$229K +$205K +2,922 New
VCM
909
Violich Capital Management
California
$228K +$200K +2,850 New
FAFN
910
First Affirmative Financial Network
Colorado
$227K +$200K +2,844 New
HH
911
Hilltop Holdings
Texas
$224K +$197K +2,802 New
SOW
912
State of Wyoming
Wyoming
$223K -$62.8K -894 -24%
SFI
913
Siemens Fonds Invest
Germany
$223K +$196K +2,790 New
1WM
914
1900 Wealth Management
Texas
$222K +$195K +2,778 New
AL
915
Aspiriant LLC
California
$220K +$193K +2,754 New
NIC
916
Northwest Investment Counselors
Oregon
$219K +$193K +2,742 New
JG
917
Jefferies Group
New York
$218K -$82.9M -1,179,480 -100%
QCG
918
Quadrant Capital Group
Ohio
$217K +$422 +6 +0.2%
PWA
919
Phoenix Wealth Advisors
North Carolina
$216K – – –
VVP
920
Venture Visionary Partners
Ohio
$216K +$190K +2,706 New
RE
921
RBC Europe
United Kingdom
$213K – – –
GSWM
922
Golden State Wealth Management
California
$211K +$185K +2,640 New
AP
923
Adero Partners
California
$211K +$186K +2,646 New
YWP
924
YorkBridge Wealth Partners
New York
$210K +$185K +2,634 New
MWM
925
Mission Wealth Management
California
$208K +$183K +2,604 New
35 36
37
38 39