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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1201
Robertson Stephens Wealth Management
California
$702K +$154K +974 +25%
Fayez Sarofim & Co
1202
Fayez Sarofim & Co
Texas
$700K -$76K -482 -9%
KWA
1203
Kingswood Wealth Advisors
California
$699K -$284K -1,800 -27%
FI
1204
Finivi Inc
Massachusetts
$698K +$506K +3,206 +188%
HNB
1205
Hilltop National Bank
Wyoming
$697K +$774K +4,904 New
MSA
1206
Marino Stram & Associates
Massachusetts
$696K -$2.52K -16 -0.3%
WCA
1207
Westover Capital Advisors
Delaware
$695K +$45.1K +286 +6%
HBWM
1208
Hollow Brook Wealth Management
New York
$692K
EFG
1209
Everhart Financial Group
Ohio
$691K +$80.5K +510 +12%
ECM
1210
Element Capital Management
New York
$691K +$767K +4,862 New
FMN
1211
Financial Management Network
California
$690K +$31.5K +200 +4%
VAM
1212
Vienna Asset Management
California
$690K +$766K +4,854 New
GM
1213
GeoWealth Management
Illinois
$685K +$18.9K +120 +3%
PWM
1214
Prosperity Wealth Management
California
$684K +$760K +4,818 New
BJL
1215
Brighton Jones LLC
Washington
$683K +$144K +914 +23%
NHC
1216
Nicholas Hoffman & Company
Georgia
$682K -$38.5K -244 -5%
1CP
1217
17 Capital Partners
Arizona
$678K -$412K -2,610 -35%
FAM
1218
Formidable Asset Management
Ohio
$677K +$492K +3,120 +190%
APW
1219
Austin Private Wealth
Texas
$675K +$224K +1,420 +40%
MA
1220
MJP Associates
Connecticut
$673K +$54.3K +344 +8%
SPIS
1221
Steward Partners Investment Solutions
Oregon
$673K -$198K -1,258 -21%
SQA
1222
Simon Quick Advisors
New Jersey
$672K +$28.1K +178 +4%
AG
1223
AlTi Global
New York
$671K +$48.9K +310 +7%
STA
1224
Summit Trail Advisors
New York
$670K +$45.4K +288 +7%
FGA
1225
Fortis Group Advisors
New Jersey
$669K +$743K +4,712 New