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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1026
SkyOak Wealth
Michigan
$506K -$169K -2,000 -28%
IDBONY
1027
Israel Discount Bank of New York
New York
$505K -$116K -1,366 -21%
RWM
1028
Ritholtz Wealth Management
New York
$504K +$34.9K +412 +9%
MWM
1029
Mission Wealth Management
California
$500K -$23.6K -278 -5%
CFGS
1030
Concourse Financial Group Securities
Alabama
$496K -$149K -1,762 -26%
GT
1031
Glenview Trust
Kentucky
$493K -$42.4K -500 -9%
KFA
1032
Kelleher Financial Advisors
New York
$492K – – –
CWM
1033
Circle Wealth Management
New Jersey
$492K – – –
LB
1034
Leo Brokerage
Texas
$490K +$415K +4,902 New
FAFN
1035
First Affirmative Financial Network
Colorado
$490K -$42.7K -504 -9%
HIMCH
1036
Hartford Investment Management Co (HIMCO)
Connecticut
$489K – – –
MSA
1037
Marino Stram & Associates
Massachusetts
$488K – – –
SDWIA
1038
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$487K +$129K +1,528 +46%
PIAS
1039
PCA Investment Advisory Services
Ohio
$483K +$410K +4,838 New
AP
1040
AtonRa Partners
Switzerland
$481K -$993K -11,716 -71%
CWM
1041
C2C Wealth Management
Arizona
$479K +$416K +4,908 New
NHC
1042
Nicholas Hoffman & Company
Georgia
$479K -$11.2K -132 -3%
TA
1043
TFG Advisers
Michigan
$477K – – –
TCM
1044
Tandem Capital Management
New Jersey
$472K +$63.6K +750 +19%
CG
1045
Caprock Group
Idaho
$468K +$99K +1,168 +33%
IA
1046
Insight Advisors
Pennsylvania
$468K -$207K -2,444 -34%
WA
1047
WealthTrust Axiom
Pennsylvania
$467K – – –
KA
1048
Kintegral Advisory
New York
$465K -$21.2K -250 -5%
V
1049
Veritable
Delaware
$464K +$150K +1,772 +62%
FFA
1050
Fairfield Financial Advisors
Massachusetts
$463K +$38.1K +450 +10%
40 41
42
43 44