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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1101
AJ Wealth Strategies
New York
$228K – – –
FAT
1102
First American Trust
California
$228K +$197K +2,196 New
SC
1103
Saturna Capital
Washington
$227K -$37.6K -420 -16%
LWP
1104
Legacy Wealth Planning
Nevada
$226K +$195K +2,178 New
MGIA
1105
Moneta Group Investment Advisors
Missouri
$225K -$26.3K -294 -12%
SP
1106
Symmetry Partners
Connecticut
$225K – – –
STA
1107
Summit Trail Advisors
New York
$225K +$194K +2,172 New
RIA
1108
Regal Investment Advisors
Michigan
$224K +$193K +2,154 New
TW
1109
TrinityPoint Wealth
Connecticut
$222K +$191K +2,136 New
CCA
1110
Checchi Capital Advisers
California
$221K +$191K +2,130 New
CIA
1111
Choate Investment Advisors
Massachusetts
$220K -$172K -1,920 -48%
CFB
1112
Cullen/Frost Bankers
Texas
$220K – – –
JCM
1113
J2 Capital Management
Michigan
$219K +$189K +2,112 New
ACM
1114
AUA Capital Management
Pennsylvania
$218K – – –
HAIM
1115
Hunter Associates Investment Management
Pennsylvania
$218K +$188K +2,100 New
SIG
1116
Sargent Investment Group
Maryland
$218K +$188K +2,100 New
WFI
1117
West Family Investments
California
$218K +$188K +2,100 New
SBIA
1118
Sheaff Brock Investment Advisors
Indiana
$217K +$187K +2,094 New
V
1119
Veritable
Delaware
$216K -$61.8K -690 -25%
AIP
1120
Almanack Investment Partners
Pennsylvania
$216K +$186K +2,082 New
CCA
1121
Conservest Capital Advisors
Pennsylvania
$215K +$185K +2,070 New
FCCM
1122
First City Capital Management
Georgia
$215K +$185K +2,070 New
SAM
1123
Secure Asset Management
Michigan
$214K -$71.4K -798 -28%
AWM
1124
Apollon Wealth Management
South Carolina
$212K +$183K +2,040 New
GRP
1125
Global Retirement Partners
California
$212K +$239K +2,670 New
43 44
45
46 47