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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
SMAM
1201
Sugar Maple Asset Management
Wisconsin
$2.92M +$31.4K +137 +2%
EFG
1202
Everhart Financial Group
Ohio
$2.92M -$185K -808 -9%
MIM
1203
Morningstar Investment Management
Illinois
$2.91M – – –
HI
1204
Harbour Investments
Wisconsin
$2.91M +$2.29K +10 +0.1%
ESB
1205
Essex Savings Bank
Connecticut
$2.91M -$116K -505 -6%
SWP
1206
Sagespring Wealth Partners
Tennessee
$2.91M +$390K +1,704 +25%
KA
1207
Kintegral Advisory
New York
$2.9M – – –
LCA
1208
Legend Capital Advisors
New York
$2.9M +$1.57M +6,875 +420%
VEM
1209
Vann Equity Management
Texas
$2.9M -$342K -1,494 -15%
CFS
1210
CRA Financial Services
New Jersey
$2.9M -$59.7K -261 -3%
JWS
1211
Juncture Wealth Strategies
Arizona
$2.88M +$573K +2,503 +42%
BFM
1212
Boothbay Fund Management
New York
$2.87M -$3.23M -14,127 -63%
SLG
1213
Stanley-Laman Group
Pennsylvania
$2.87M -$59.1K -258 -3%
1WA
1214
180 Wealth Advisors
Washington
$2.85M -$69.4K -303 -3%
GFPC
1215
Global Financial Private Client
Florida
$2.84M +$95.2K +416 +5%
BTD
1216
BankPlus Trust Department
Mississippi
$2.83M -$20.4K -89 -1%
NW
1217
Naviter Wealth
Arkansas
$2.83M +$569K +2,487 +43%
MMG
1218
Monetary Management Group
Missouri
$2.83M – – –
FFN
1219
Focus Financial Network
Minnesota
$2.82M -$58.6K -256 -3%
CCS
1220
Concentric Capital Strategies
Connecticut
$2.81M +$1.89M +8,247 New
CP
1221
Cornerstone Planning
North Carolina
$2.81M +$7.55K +33 +0.4%
DCU
1222
Dara Capital US
Florida
$2.81M +$544K +2,376 +41%
BFA
1223
Brown Financial Advisors
Ohio
$2.81M -$170K -744 -8%
FCBT
1224
First Citizens Bank & Trust
North Carolina
$2.8M +$102K +447 +6%
RWA
1225
River Wealth Advisors
Pennsylvania
$2.79M +$1.87M +8,177 New