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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1101
Financial Perspectives
Minnesota
$67.9K – – –
CB
1102
Community Bank
New York
$67K – – –
MFT
1103
Moisand Fitzgerald Tamayo
Florida
$67K – – –
BFC
1104
Bedel Financial Consulting
Indiana
$66K – – –
TFA
1105
Toth Financial Advisory
Virginia
$65K -$13K -150 -18%
AssetMark Inc
1106
AssetMark Inc
California
$65K +$3.63K +42 +6%
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$63K +$10.9K +126 +23%
KLWA
1108
Kelly Lawrence W & Associates
California
$61K – – –
TWM
1109
Tradition Wealth Management
Minnesota
$60K +$20.8K +240 +59%
FCG
1110
Financial Connections Group
California
$58K +$54.5K +630 New
CB
1111
CNB Bank
Pennsylvania
$56K – – –
SJIM
1112
St. Johns Investment Management
Florida
$56K – – –
TFGT
1113
TS Financial Group (TSFG)
Illinois
$56K – – –
WIA
1114
Wealthstreet Investment Advisors
Texas
$56K – – –
RP
1115
Repertoire Partners
New York
$56K +$51.9K +600 New
SWM
1116
Selective Wealth Management
Virginia
$56K +$51.9K +600 New
KFS
1117
Kelly Financial Services
Massachusetts
$55.7K -$3.11K -36 -6%
BWA
1118
BDO Wealth Advisors
Florida
$55K +$4.15K +48 +9%
ED
1119
Exane Derivatives
France
$46.8K – – –
BIA
1120
Bell Investment Advisors
California
$46K +$3.63K +42 +9%
CYG
1121
Clean Yield Group
Vermont
$44K – – –
WPA
1122
West Paces Advisors
Georgia
$43.4K +$21.3K +246 +111%
CWS
1123
Confluence Wealth Services
Pennsylvania
$43K +$41K +474 New
AP
1124
Atwood & Palmer
Missouri
$42K – – –
CCA
1125
Column Capital Advisors
Indiana
$40K – – –