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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1001
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$336K +$40.3K +450 +16%
HH
1002
Hilltop Holdings
Texas
$332K -$3.76K -42 -1%
SGK
1003
Steigerwald Gordon & Koch
Virginia
$327K – – –
SIG
1004
Stonegate Investment Group
Alabama
$325K -$54.2K -606 -16%
PMG
1005
ProVise Management Group
Florida
$324K +$279K +3,120 New
DI
1006
Diligent Investors
California
$321K – – –
FMC
1007
First Merchants Corp
Indiana
$321K – – –
HWM
1008
HB Wealth Management
Georgia
$321K +$59.6K +666 +27%
DS
1009
DRW Securities
Illinois
$319K +$275K +3,078 New
CWM
1010
CCG Wealth Management
California
$316K -$1.61K -18 -0.6%
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$316K +$12.9K +144 +5%
TCM
1012
Tandem Capital Management
New Jersey
$314K +$295K +3,300 New
AWA
1013
Arete Wealth Advisors
Illinois
$313K +$22.6K +252 +9%
APW
1014
Austin Private Wealth
Texas
$311K -$12.9K -144 -5%
BOTW
1015
Bank of the West
California
$311K – – –
RWA
1016
Ropes Wealth Advisors
Massachusetts
$311K – – –
TFA
1017
Trinity Financial Advisors
Ohio
$311K – – –
VCM
1018
Vigilant Capital Management
Maine
$311K – – –
HCMT
1019
Highland Capital Management (Tennessee)
Tennessee
$311K +$269K +3,000 New
RVPG
1020
Relative Value Partners Group
$311K +$269K +3,000 New
MWM
1021
Mission Wealth Management
California
$310K +$15K +168 +6%
CP
1022
CenterBook Partners
Connecticut
$310K +$267K +2,988 New
SW
1023
SlateStone Wealth
Florida
$308K – – –
FFL
1024
Future Fund LLC
Illinois
$308K +$61.2K +684 +30%
AI
1025
AdvisorShares Investments
Maryland
$305K +$263K +2,940 New
39 40
41
42 43