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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1076
Signet Financial Management
New Jersey
$99K +$91.9K +1,062 New
TPCW
1077
TD Private Client Wealth
New York
$98K -$2.08K -24 -2%
ARMC
1078
American Research & Management Company
Massachusetts
$97K – – –
KPCM
1079
Kings Point Capital Management
New York
$95K – – –
ADL
1080
Asset Dedication LLC
California
$93K – – –
FPA
1081
First Pacific Advisors
California
$92K – – –
RIM
1082
Rockbridge Investment Management
New York
$92K +$7.79K +90 +10%
SMFG
1083
Sumitomo Mitsui Financial Group
Japan
$91K +$73.2K +846 +705%
MHR
1084
Matthew Hamilton Rosenberg
$87K +$15.6K +180 +24%
FAG
1085
Fortitude Advisory Group
Washington
$86K +$79.9K +924 New
HDIM
1086
Hanson & Doremus Investment Management
Vermont
$84K +$77.9K +900 New
BDWM
1087
Brewin Dolphin Wealth Management
Ireland
$75K – – –
MSFP
1088
Mark Sheptoff Financial Planning
Connecticut
$74K – – –
SC
1089
SouthState Corp
Florida
$74K +$7.79K +90 +13%
PMFA
1090
Plante Moran Financial Advisors
Michigan
$73K +$68.5K +792 New
BAM
1091
Bellevue Asset Management
Washington
$72K – – –
IFAM
1092
Institutional & Family Asset Management
Colorado
$72K – – –
CTC
1093
Central Trust Company
Missouri
$71K -$13.5K -156 -17%
MA
1094
MUFG Americas
New York
$70K – – –
CWM
1095
Curi Wealth Management
North Carolina
$70K +$65.9K +762 New
PCG
1096
Private Capital Group
Connecticut
$69K -$4.67K -54 -7%
MPWT
1097
MassMutual Private Wealth & Trust
Connecticut
$68K – – –
FP
1098
Financial Perspectives
Minnesota
$67.9K – – –
CB
1099
Community Bank
New York
$67K – – –
MFT
1100
Moisand Fitzgerald Tamayo
Florida
$67K – – –
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