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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
926
Farmers & Merchants Trust Company
California
$436K – – –
BBHC
927
Brown Brothers Harriman & Co
New York
$436K +$10.7K +120 +3%
CCS
928
Concentric Capital Strategies
Connecticut
$436K +$376K +4,200 New
RWB
929
RMR Wealth Builders
New Jersey
$435K +$375K +4,194 New
CANY
930
Caxton Associates (New York)
New York
$432K -$58K -648 -13%
FH
931
FWG Holdings
Florida
$430K -$175K -1,950 -32%
EC
932
Elequin Capital
New York
$428K +$369K +4,122 New
CW
933
CreativeOne Wealth
Kansas
$427K +$58.5K +654 +19%
NSAM
934
North Star Asset Management
Wisconsin
$426K -$2.69K -30 -0.7%
GIA
935
Guyasuta Investment Advisors
Pennsylvania
$424K +$12.4K +138 +3%
FANJ
936
Financial Architects (New Jersey)
New Jersey
$420K -$107K -1,200 -23%
HIC
937
Holderness Investments Company
North Carolina
$420K -$10.7K -120 -3%
FFM
938
Forum Financial Management
Illinois
$420K +$537 +6 +0.1%
GT
939
Greenleaf Trust
Michigan
$418K +$72.5K +810 +25%
WEG
940
World Equity Group
Illinois
$417K +$360K +4,020 New
FCM
941
Fourpath Capital Management
Oklahoma
$415K -$42.4K -474 -11%
GSEP
942
Golden State Equity Partners
California
$415K +$358K +4,002 New
OCM
943
One Capital Management
California
$413K -$105K -1,176 -23%
FFN
944
Focus Financial Network
Minnesota
$406K -$76.3K -852 -18%
MWM
945
Merriman Wealth Management
Washington
$405K – – –
WCA
946
Waratah Capital Advisors
Ontario, Canada
$405K +$350K +3,906 New
MFA
947
Mayflower Financial Advisors
Massachusetts
$401K +$27.9K +312 +9%
HIC
948
Hartline Investment Corp
Illinois
$397K – – –
PJSIMP
949
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K +$16.1K +180 +4%
TFS
950
TrustCore Financial Services
Tennessee
$395K +$2.69K +30 +0.8%
36 37
38
39 40