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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1201
Jones Financial Companies
Missouri
$76K – – –
HFM
1202
Hartford Financial Management
Connecticut
$75.4K – – –
MUMSS
1203
Mitsubishi UFJ Morgan Stanley Securities
Japan
$75K +$86.7K +1,080 New
FIM
1204
FWL Investment Management
Texas
$73.3K +$84.3K +1,050 New
GGI
1205
Godsey & Gibb Inc
Virginia
$73.3K +$84.3K +1,050 New
GWS
1206
Glassman Wealth Services
Virginia
$70.5K -$13.5K -168 -14%
AWM
1207
AllSquare Wealth Management
New York
$69.8K +$80.3K +1,000 New
CT
1208
Clearstead Trust
Maine
$69K +$79.2K +986 New
Harvest Fund Management
1209
Harvest Fund Management
China
$68K -$54.8K -682 -41%
HCM
1210
Hollencrest Capital Management
California
$67.4K +$77.6K +966 New
HBW
1211
Hazlett, Burt & Watson
West Virginia
$66K – – –
SL
1212
Sonnipe Ltd
Isle Of Man
$64K +$73.7K +918 New
NICM
1213
Neo Ivy Capital Management
New York
$64K -$31K -386 -29%
PFBT
1214
Parkside Financial Bank & Trust
Missouri
$63.4K +$13.5K +168 +23%
P8IP
1215
Pier 88 Investment Partners
California
$62.8K -$3.19M -39,702 -98%
FWA
1216
Freedom Wealth Alliance
Wisconsin
$62.8K +$72.3K +900 New
Livforsakringsbolaget Skandia
1217
Livforsakringsbolaget Skandia
Sweden
$62.5K -$24.4K -304 -25%
HDIM
1218
Hanson & Doremus Investment Management
Vermont
$62K – – –
CWP
1219
Concord Wealth Partners
Virginia
$59.4K +$68.4K +852 New
EI
1220
Ellevest Inc
New York
$58.7K -$27.3K -340 -29%
WAM
1221
Worth Asset Management
Texas
$55.3K +$52K +648 +450%
ADL
1222
Asset Dedication LLC
California
$55K -$14.6K -182 -18%
CAS
1223
Coppell Advisory Solutions
Texas
$53K +$61K +760 New
CASC
1224
Coppell Advisory Solutions Corp
Texas
$53K +$61K +760 New
FP
1225
Financial Perspectives
Minnesota
$51.1K – – –