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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
NICM
1176
Neo Ivy Capital Management
New York
$75K +$80.9K +912 New
RIM
1177
Rockbridge Investment Management
New York
$74.1K -$7.98K -90 -9%
HDIM
1178
Hanson & Doremus Investment Management
Vermont
$74K -$54.8K -618 -41%
MSFP
1179
Mark Sheptoff Financial Planning
Connecticut
$74K +$9.04K +102 +13%
RTC
1180
Riverview Trust Company
Washington
$73K +$45.2K +510 +135%
TPCW
1181
TD Private Client Wealth
New York
$67.2K -$18.6K -210 -20%
WSC
1182
Wellington Shields & Co
New York
$65K +$70.2K +792 New
BONH
1183
Bank of New Hampshire
New Hampshire
$63K – – –
FCA
1184
FinTrust Capital Advisors
South Carolina
$62K – – –
FP
1185
Financial Perspectives
Minnesota
$60.3K – – –
IFAM
1186
Institutional & Family Asset Management
Colorado
$60K -$2.13K -24 -3%
MFT
1187
Moisand Fitzgerald Tamayo
Florida
$59K +$63.8K +720 New
HNWAG
1188
High Net Worth Advisory Group
Florida
$56K – – –
FCG
1189
Financial Connections Group
California
$51K – – –
AF
1190
Advisornet Financial
Minnesota
$51K +$17.6K +198 +46%
KFS
1191
Kelly Financial Services
Massachusetts
$49.4K – – –
CB
1192
Community Bank
New York
$49K – – –
RP
1193
Repertoire Partners
New York
$49K – – –
SWM
1194
Selective Wealth Management
Virginia
$49K – – –
SC
1195
Siena Capital
Ohio
$49K – – –
TFGT
1196
TS Financial Group (TSFG)
Illinois
$49K – – –
BWA
1197
BDO Wealth Advisors
Florida
$48K – – –
TWM
1198
Tradition Wealth Management
Minnesota
$48K – – –
FFA
1199
Fairfield Financial Advisors
Massachusetts
$46.9K +$50.5K +570 New
CYG
1200
Clean Yield Group
Vermont
$45K – – –