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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
EPG Wealth Management
Georgia
$2.87M +$105K +521 +3%
SA
952
Strategic Advocates
Utah
$2.86M +$256K +1,270 +9%
PRP
953
Peak Retirement Planning
Ohio
$2.85M +$781K +3,873 +33%
EWM
954
Empirical Wealth Management
Washington
$2.85M -$419K -2,079 -12%
AIIMS
955
Analyst IMS Investment Management Services
Israel
$2.85M – – –
WETS
956
Wealth Enhancement Trust Services
South Dakota
$2.84M +$3.11M +15,393 New
WWM
957
Western Wealth Management
Colorado
$2.83M +$172K +854 +6%
WAP
958
Wealthcare Advisory Partners
Pennsylvania
$2.82M -$46.8K -232 -1%
CCM
959
Coldstream Capital Management
Washington
$2.81M +$71K +352 +2%
DACG
960
Donor Advised Charitable Giving
California
$2.81M – – –
IIA
961
IPG Investment Advisors
California
$2.8M -$586K -2,903 -16%
JRP
962
Jasper Ridge Partners
California
$2.8M – – –
MWM
963
MFG Wealth Management
Indiana
$2.78M +$763K +3,782 +33%
MIP
964
Marietta Investment Partners
Wisconsin
$2.78M +$3.05M +15,095 New
CT
965
Clearstead Trust
Maine
$2.78M -$94.6K -469 -3%
AMCA
966
Arthur M. Cohen & Associates
Illinois
$2.77M +$383K +1,897 +14%
WT
967
Whittier Trust
California
$2.77M +$78.9K +391 +3%
CP
968
Cornerstone Planning
North Carolina
$2.77M +$3.01M +14,939 New
IA
969
Icon Advisers
Colorado
$2.76M – – –
CT
970
Caldwell Trust
Florida
$2.76M -$19.6K -97 -0.6%
WSC
971
Wellington Shields & Co
New York
$2.76M +$471K +2,333 +18%
RFC
972
Regions Financial Corp
Alabama
$2.75M +$38.5K +191 +1%
OPW
973
Oxler Private Wealth
New York
$2.75M – – –
JFG
974
Juno Financial Group
Virginia
$2.73M +$2.99M +14,839 New
RWB
975
RMR Wealth Builders
New Jersey
$2.73M +$503K +2,495 +20%
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