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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
901
Pacific Sage Partners
Washington
$2.16M +$1.01K +6 +0%
FG
902
Formula Growth
Quebec, Canada
$2.16M -$101K -600 -5%
CWMGP
903
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.16M +$308K +1,830 +17%
SRA
904
Secured Retirement Advisors
Minnesota
$2.16M +$71.4K +424 +3%
GAMC
905
Garner Asset Management Corp
Texas
$2.15M +$7.41K +44 +0.4%
CT
906
Clearstead Trust
Maine
$2.14M +$61.3K +364 +3%
HA
907
Harbor Advisors
Florida
$2.14M – – –
AF
908
Arrow Financial
New York
$2.13M +$95.9K +570 +5%
TFP
909
Tilia Fiduciary Partners
North Carolina
$2.13M +$97K +576 +5%
GI
910
GLOBALT Investments
Georgia
$2.13M +$7.41K +44 +0.4%
SW
911
SteelPeak Wealth
California
$2.12M -$645K -3,832 -24%
JSL
912
JT Stratford LLC
Georgia
$2.12M +$17.8K +106 +0.9%
FFN
913
Focus Financial Network
Minnesota
$2.11M -$302K -1,796 -13%
FCH
914
Freestone Capital Holdings
Washington
$2.09M -$41.1K -244 -2%
DBG
915
De Burlo Group
Massachusetts
$2.08M -$3.37K -20 -0.2%
BP
916
Ballentine Partners
Massachusetts
$2.08M +$78.8K +468 +4%
MAS
917
Meeder Advisory Services
Ohio
$2.08M +$18.2K +108 +0.9%
JWM
918
Jackson Wealth Management
Florida
$2.08M +$996K +5,916 +95%
FHWM
919
Fox Hill Wealth Management
Massachusetts
$2.07M -$367K -2,180 -15%
LB
920
Legacy Bridge
Iowa
$2.07M – – –
QPW
921
Quantum Private Wealth
Florida
$2.07M -$5.39K -32 -0.3%
CIP
922
Capital Insight Partners
Arizona
$2.06M +$68.3K +406 +3%
JWM
923
Jeppson Wealth Management
California
$2.06M -$6.06K -36 -0.3%
WTC
924
WhitTier Trust Company
Nevada
$2.05M +$52.9K +314 +3%
CGL
925
Clarius Group LLC
Washington
$2.05M +$12.5K +74 +0.6%
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