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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
901
Vigilare Wealth Management
Arizona
$484K +$8.05K +90 +2%
KW
902
KWB Wealth
California
$481K – – –
FTDI
903
First Trust Direct Indexing
Massachusetts
$481K +$26.9K +300 +7%
TC
904
TownSquare Capital
Utah
$480K -$77.3K -864 -16%
GLA
905
Great Lakes Advisors
Illinois
$479K -$2.15K -24 -0.5%
WCM
906
Windward Capital Management
California
$477K -$3.22K -36 -0.8%
QPW
907
Quantum Private Wealth
Florida
$477K +$21.5K +240 +6%
BCM
908
Brookstone Capital Management
Illinois
$477K +$419K +4,680 New
MA
909
Montag & Associates
Georgia
$476K – – –
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$472K +$59.6K +666 +17%
FMN
911
Financial Management Network
California
$471K +$80.5K +900 +25%
LB
912
Leo Brokerage
Texas
$467K +$403K +4,500 New
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$464K -$20.9K -234 -5%
BIAS
914
Beacon Investment Advisory Services
New Jersey
$463K -$537 -6 -0.1%
PTC
915
Private Trust Company
Ohio
$463K +$29.5K +330 +8%
RC
916
RegentAtlantic Capital
New Jersey
$460K +$32.2K +360 +9%
IA
917
IFP Advisors
Florida
$460K +$563K +6,294 +120%
UBV
918
United Bank (Virginia)
Virginia
$458K +$48.3K +540 +14%
FP
919
Foundry Partners
Minnesota
$453K +$31.7K +354 +9%
APP
920
Alpha Paradigm Partners
Illinois
$452K -$48.9K -546 -11%
CM
921
Castleark Management
Illinois
$448K – – –
CIA
922
Capital Impact Advisors
Massachusetts
$444K +$383K +4,278 New
DBT
923
Dubuque Bank & Trust
Iowa
$443K +$32.2K +360 +9%
VI
924
Versor Investments
New York
$440K -$49.9K -558 -12%
FMTC
925
Farmers & Merchants Trust Company
California
$436K – – –
35 36
37
38 39