We are live on ! Find out more
PANW icon

Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
926
KMG Fiduciary Partners
Ohio
$441K -$507K -5,718 -52%
GL
927
Graypoint LLC
New York
$440K +$13.8K +156 +3%
CG
928
Colony Group
Massachusetts
$440K +$48.4K +546 +11%
PIA
929
Perennial Investment Advisors
California
$435K -$18.6K -210 -4%
WI
930
WrapManager Inc
California
$435K -$5.85K -66 -1%
Fisher Asset Management
931
Fisher Asset Management
Washington
$426K +$7.45K +84 +2%
SS
932
Simplicity Solutions
Minnesota
$422K +$26.6K +300 +6%
PJSIMP
933
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K +$18.6K +210 +5%
HAG
934
HighPoint Advisor Group
Illinois
$419K +$433K +4,884 New
SAM
935
Shell Asset Management
Netherlands
$418K +$450K +5,076 New
SW
936
SkyOak Wealth
Michigan
$417K +$159K +1,794 +55%
NW
937
NewEdge Wealth
Pennsylvania
$415K +$152K +1,710 +51%
AA
938
Apriem Advisors
California
$414K -$87.8K -990 -16%
TCM
939
Teza Capital Management
Illinois
$412K +$444K +5,004 New
NHC
940
Nicholas Hoffman & Company
Georgia
$406K – – –
FNBT
941
FineMark National Bank & Trust
Florida
$406K +$12.8K +144 +3%
KFA
942
Kelleher Financial Advisors
New York
$405K +$230K +2,598 +112%
MSA
943
Marino Stram & Associates
Massachusetts
$403K – – –
FTDI
944
First Trust Direct Indexing
Massachusetts
$398K +$18.1K +204 +4%
CWM
945
Circle Wealth Management
New Jersey
$397K +$4.26K +48 +1%
PP
946
Paloma Partners
Connecticut
$395K -$4.26M -48,066 -91%
LS
947
Livforsakringsbolaget Skandia
Sweden
$395K -$160K -1,800 -27%
TA
948
TFG Advisers
Michigan
$393K – – –
DDPIC
949
Deroy & Devereaux Private Investment Counsel
Michigan
$393K +$423K +4,770 New
WA
950
WealthTrust Axiom
Pennsylvania
$385K – – –