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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1101
NorthRock Partners
Minnesota
$226K +$33.5K +378 +16%
TFCP
1102
Twin Focus Capital Partners
Massachusetts
$225K +$26.6K +300 +12%
BB
1103
Berkshire Bank
Massachusetts
$223K – – –
QC
1104
QCM Cayman
Texas
$223K +$240K +2,706 New
PPWM
1105
PFG Private Wealth Management
Florida
$223K +$240K +2,712 New
YWP
1106
YorkBridge Wealth Partners
New York
$222K +$10.1K +114 +4%
PIA
1107
Pinion Investment Advisors
Kansas
$218K -$14.4K -162 -6%
DAL
1108
Delta Accumulation LLC
California
$217K – – –
MA
1109
Montag & Associates
Georgia
$216K -$175K -1,968 -43%
GRP
1110
Global Retirement Partners
California
$216K -$3.72K -42 -2%
EWM
1111
Evercore Wealth Management
New York
$216K – – –
FHA
1112
First Horizon Advisors
Tennessee
$215K +$185K +2,088 +387%
KCIA
1113
Kingsbury Capital Investment Advisors
Illinois
$213K – – –
GT
1114
Glenview Trust
Kentucky
$213K +$53.2K +600 +30%
SF
1115
Summit Financial
New Jersey
$212K +$229K +2,580 New
SIC
1116
Sterling Investment Counsel
New York
$212K +$228K +2,574 New
KPW
1117
Kore Private Wealth
New York
$211K – – –
PP
1118
Pegasus Partners
Wisconsin
$211K +$10.1K +114 +5%
HFM
1119
Harvest Fund Management
China
$208K -$200K -2,250 -47%
APP
1120
Alpha Paradigm Partners
Illinois
$208K -$162K -1,824 -42%
FB
1121
First Bancorp
Maine
$208K +$225K +2,538 New
GFS
1122
GYL Financial Synergies
Connecticut
$207K -$5.32K -60 -2%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$207K +$30.9K +348 +16%
EDRIA
1124
Edmonds Duncan Registered Investment Advisors
Kansas
$207K +$223K +2,520 New
IC
1125
Intersect Capital
California
$205K -$110K -1,236 -33%
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45
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