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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
951
Bourgeon Capital Management
Connecticut
$6K – – –
OC
952
Oakworth Capital
Alabama
$6K – – –
WAS
953
Winch Advisory Services
Wisconsin
$6K – – –
TWP
954
TFO Wealth Partners
Ohio
$6K +$5.33K +90 New
PFGIA
955
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$20.6K -348 -81%
AWM
956
Activest Wealth Management
Florida
$5K – – –
RWM
957
Raffa Wealth Management
District of Columbia
$4.08K – – –
DAM
958
Delta Asset Management
Tennessee
$4K – – –
DI
959
Disciplined Investments
Oklahoma
$4K – – –
VNA
960
Valley National Advisers
Pennsylvania
$4K – – –
VCM
961
Versant Capital Management
Arizona
$4K – – –
BCH
962
Berkshire Capital Holdings
California
$4K +$3.56K +60 New
HWMA
963
Heritage Wealth Management (Arizona)
Arizona
$4K +$3.56K +60 New
GFPC
964
Global Financial Private Client
Florida
$3.71K – – –
ED
965
Exane Derivatives
France
$3.49K – – –
AFS
966
Annapolis Financial Services
Maryland
$3K – – –
CFO
967
CVA Family Office
Colorado
$3K +$2.49K +42 New
TLFA
968
True Link Financial Advisors
California
$3K +$2.49K +42 New
SB
969
Strategic Blueprint
Georgia
$3K +$2.84K +48 New
SC
970
Solstein Capital
California
$3K +$3.2K +54 New
CI
971
CX Institutional
Indiana
$2K -$6.4K -108 -75%
APWA
972
Atlas Private Wealth Advisors
New Jersey
$2K – – –
BWM
973
BerganKDV Wealth Management
Minnesota
$2K – – –
CAM
974
ClariVest Asset Management
California
$2K – – –
HWM
975
HighMark Wealth Management
Minnesota
$2K – – –