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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1151
Baldwin Wealth Partners
Massachusetts
$315K +$5.59K +66 +2%
PD
1152
Planning Directions
Pennsylvania
$315K -$15.8K -186 -6%
CIA
1153
Choate Investment Advisors
Massachusetts
$313K -$10.2K -120 -4%
PWP
1154
Perfromance Wealth Partners
Illinois
$313K -$7.63K -90 -3%
MCC
1155
Money Concepts Capital
Florida
$313K -$365K -4,310 -58%
MTC
1156
McDaniel Terry & Co
Texas
$310K +$263K +3,106 New
FMC
1157
First Merchants Corp
Indiana
$309K -$13.7K -162 -5%
FFM
1158
Forum Financial Management
Illinois
$307K +$260K +3,070 New
BCM
1159
Becker Capital Management
Oregon
$306K +$260K +3,066 New
GDP
1160
Great Diamond Partners
Maine
$305K -$3.9K -46 -1%
AGM
1161
Alpine Global Management
New York
$305K +$259K +3,056 New
XWM
1162
Xcel Wealth Management
Florida
$305K
RWA
1163
Ropes Wealth Advisors
Massachusetts
$304K -$25.4K -300 -9%
SOS
1164
Silver Oak Securities
Tennessee
$300K +$254K +2,996 New
BAG
1165
Briggs Advisory Group
Rhode Island
$300K
NCM
1166
Novare Capital Management
North Carolina
$300K
SGK
1167
Steigerwald Gordon & Koch
Virginia
$300K
NSIM
1168
North Star Investment Management
Illinois
$300K +$254K +3,000 New
HI
1169
Hudock Inc
Pennsylvania
$298K
FFL
1170
Future Fund LLC
Illinois
$296K +$251K +2,962 New
BSSFA
1171
Baron Silver Stevens Financial Advisors
Florida
$295K
HI
1172
Harbour Investments
Wisconsin
$293K -$25.9K -306 -9%
WMA
1173
Wealth Management Associates
New Jersey
$293K +$248K +2,932 New
VCP
1174
Verus Capital Partners
Arizona
$292K +$248K +2,926 New
TNA
1175
True North Advisors
Texas
$292K