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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
LCH
1001
Lee Capital Holdings
New York
$349K +$401K +5,000 New
TMC
1002
Trellus Management Company
Florida
$349K +$401K +5,000 New
BAM
1003
Blueshift Asset Management
New Jersey
$344K +$396K +4,932 New
KFA
1004
Kelleher Financial Advisors
New York
$344K +$321 +4 +0.1%
AA
1005
Apriem Advisors
California
$344K -$27.3K -340 -6%
NHC
1006
Nicholas Hoffman & Company
Georgia
$344K – – –
EH
1007
Equitable Holdings
New York
$344K -$19.1K -238 -5%
CWM
1008
Circle Wealth Management
New Jersey
$343K +$4.5K +56 +1%
BBHC
1009
Brown Brothers Harriman & Co
New York
$343K +$3.69K +46 +0.9%
KA
1010
Kintegral Advisory
New York
$343K +$394K +4,910 New
MSA
1011
Marino Stram & Associates
Massachusetts
$341K – – –
RCM
1012
RB Capital Management
Nevada
$341K +$18.9K +236 +5%
HIMCH
1013
Hartford Investment Management Co (HIMCO)
Connecticut
$341K -$4.98K -62 -1%
NW
1014
NewEdge Wealth
Pennsylvania
$338K -$55.4K -690 -12%
HCA
1015
Harbor Capital Advisors
Illinois
$334K +$385K +4,794 New
TA
1016
TFG Advisers
Michigan
$333K – – –
DDPIC
1017
Deroy & Devereaux Private Investment Counsel
Michigan
$333K – – –
FTDI
1018
First Trust Direct Indexing
Massachusetts
$330K -$32.4K -404 -8%
FMN
1019
Financial Management Network
California
$327K +$16.5K +206 +5%
WA
1020
WealthTrust Axiom
Pennsylvania
$327K – – –
PFC
1021
Phocas Financial Corp
California
$327K +$120K +1,500 +47%
MA
1022
Montag & Associates
Georgia
$326K -$646K -8,046 -63%
RWM
1023
Ritholtz Wealth Management
New York
$323K -$375K -4,670 -50%
GCAC
1024
Guardian Capital Advisors (Canada)
Ontario, Canada
$321K +$377K +4,700 New
WCM
1025
Windward Capital Management
California
$316K -$642 -8 -0.2%
39 40
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