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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
976
Rockbridge Investment Management
New York
$72K – – –
TFA
977
Toth Financial Advisory
Virginia
$68K +$40K +570 +202%
BDWM
978
Brewin Dolphin Wealth Management
Ireland
$64.7K +$49.3K +702 +650%
MSFP
979
Mark Sheptoff Financial Planning
Connecticut
$64K – – –
PCG
980
Private Capital Group
Connecticut
$63K – – –
BAM
981
Bellevue Asset Management
Washington
$62K – – –
IFAM
982
Institutional & Family Asset Management
Colorado
$62K – – –
MHR
983
Matthew Hamilton Rosenberg
$61K +$53.5K +762 New
MA
984
MUFG Americas
New York
$60K +$32K +456 +155%
FP
985
Financial Perspectives
Minnesota
$58.4K – – –
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$58K -$1.26K -18 -2%
BFC
987
Bedel Financial Consulting
Indiana
$57K – – –
CB
988
Community Bank
New York
$57K – – –
MFT
989
Moisand Fitzgerald Tamayo
Florida
$57K – – –
SC
990
SouthState Corp
Florida
$56K – – –
KLWA
991
Kelly Lawrence W & Associates
California
$53K – – –
AssetMark Inc
992
AssetMark Inc
California
$52K +$15.6K +222 +51%
KFS
993
Kelly Financial Services
Massachusetts
$50.8K – – –
WIA
994
Wealthstreet Investment Advisors
Texas
$48K -$63.2K -900 -60%
CB
995
CNB Bank
Pennsylvania
$48K – – –
TFGT
996
TS Financial Group (TSFG)
Illinois
$48K – – –
SJIM
997
St. Johns Investment Management
Florida
$48K +$42.2K +600 New
SMG
998
Spectrum Management Group
Indiana
$48K +$42.6K +606 New
PFBT
999
Parkside Financial Bank & Trust
Missouri
$44K +$9.7K +138 +33%
BWA
1000
BDO Wealth Advisors
Florida
$43K +$14.8K +210 +64%