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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
901
Qsemble Capital Management
New York
$1.16M +$793K +6,700 +209%
MCCP
902
Mission Creek Capital Partners
California
$1.16M -$61.5K -520 -5%
HBWM
903
Hollow Brook Wealth Management
New York
$1.15M – – –
SFFS
904
Stonehage Fleming Financial Services
Jersey
$1.14M +$32.7K +276 +3%
GCAC
905
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.13M +$189K +1,600 +22%
WI
906
Wahed Invest
New York
$1.13M +$124K +1,046 +12%
API
907
Advisor Partners II
California
$1.13M +$40K +338 +4%
JDR
908
Jay D. Rosenbaum
$1.13M +$42.6K +360 +4%
PTC
909
Private Trust Company
Ohio
$1.12M +$4.02K +34 +0.4%
SF
910
Summit Financial
New Jersey
$1.12M +$332K +2,806 +41%
BSB
911
Bangor Savings Bank
Maine
$1.12M +$20.1K +170 +2%
TFP
912
Tilia Fiduciary Partners
North Carolina
$1.11M +$71.2K +602 +7%
MBT
913
Montecito Bank & Trust
California
$1.11M +$5.92K +50 +0.5%
CWM
914
Congress Wealth Management
Massachusetts
$1.11M +$901K +7,614 +410%
DA
915
Duality Advisers
Florida
$1.11M +$1.12M +9,448 New
XWM
916
Xcel Wealth Management
Florida
$1.11M +$292K +2,470 +35%
TBWA
917
Three Bridge Wealth Advisors
California
$1.1M – – –
QPW
918
Quantum Private Wealth
Florida
$1.09M +$24.4K +206 +2%
CPRC
919
Consolidated Portfolio Review Corp
New York
$1.08M +$54.4K +460 +5%
GA
920
GraniteShares Advisors
New York
$1.07M +$870K +7,348 +415%
TCA
921
Transcend Capital Advisors
New Jersey
$1.07M -$947 -8 -0.1%
BSW
922
Buckingham Strategic Wealth
Missouri
$1.07M +$11.6K +98 +1%
AO
923
Advisor OS
Illinois
$1.06M +$818K +6,910 +318%
OCM
924
Orser Capital Management
Texas
$1.06M +$1.07M +9,034 New
TCM
925
Triumph Capital Management
Colorado
$1.06M +$335K +2,832 +46%
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37
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