We are live on ! Find out more
PANW icon

Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
RT
1001
Rockland Trust
Massachusetts
$305K -$147K -1,662 -31%
MFA
1002
Mayflower Financial Advisors
Massachusetts
$305K -$13.8K -156 -4%
CIA
1003
Capital Impact Advisors
Massachusetts
$303K -$52.7K -594 -14%
AIP
1004
Almanack Investment Partners
Pennsylvania
$302K +$141K +1,590 +76%
NFSG
1005
Newbridge Financial Services Group
Florida
$299K +$4.79K +54 +2%
DAS
1006
Dynamic Advisor Solutions
Arizona
$299K +$28.2K +318 +10%
AFG
1007
Alterity Financial Group
Maine
$298K +$321K +3,618 New
QCG
1008
Quadrant Capital Group
Ohio
$297K +$7.45K +84 +2%
ISWM
1009
Independent Solutions Wealth Management
New York
$296K +$319K +3,600 New
ACM
1010
Argent Capital Management
Missouri
$296K
OIA
1011
Optimum Investment Advisors
Illinois
$296K
BA
1012
Birinyi Associates
Connecticut
$296K +$319K +3,600 New
CMANY
1013
Capital Management Associates (New York)
New York
$296K +$319K +3,600 New
TDC
1014
Thompson Davis & Co
Virginia
$296K +$319K +3,600 New
GIP
1015
Granite Investment Partners
California
$294K
ST
1016
Sageworth Trust
Pennsylvania
$294K +$317K +3,570 New
SWA
1017
Sax Wealth Advisors
New Jersey
$293K
RB
1018
Renasant Bank
Mississippi
$292K +$21.8K +246 +7%
SWA
1019
Sutton Wealth Advisors
Florida
$292K
BDFN
1020
Bond & Devick Financial Network
Minnesota
$289K
FWCM
1021
Ferguson Wellman Capital Management
Oregon
$286K
CIA
1022
Capital Investment Advisors
Georgia
$286K +$99.5K +1,122 +48%
CW
1023
CreativeOne Wealth
Kansas
$285K -$58.5K -660 -16%
LB
1024
Leo Brokerage
Texas
$282K -$95.8K -1,080 -24%
TCM
1025
Tandem Capital Management
New Jersey
$282K +$10.6K +120 +4%