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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1201
TRB Wealth Management
Texas
$1.4M +$1.47M +8,752 New
CFS
1202
CRA Financial Services
New Jersey
$1.4M +$72.4K +431 +5%
LAM
1203
LOM Asset Management
$1.4M +$26.5K +158 +2%
MFIM
1204
Mesirow Financial Investment Management
Illinois
$1.4M +$548K +3,260 +60%
NFSG
1205
Newbridge Financial Services Group
Florida
$1.39M +$39.6K +236 +3%
1WA
1206
180 Wealth Advisors
Washington
$1.39M +$1.21M +7,184 +484%
QWP
1207
Quotient Wealth Partners
Texas
$1.39M -$47.5K -283 -3%
SLG
1208
Stanley-Laman Group
Pennsylvania
$1.39M -$6.15M -36,602 -81%
SWA
1209
Sax Wealth Advisors
New Jersey
$1.38M – – –
AIM
1210
Advyzon Investment Management
Illinois
$1.38M -$85K -506 -6%
GC
1211
Guidance Capital
Kentucky
$1.38M +$291K +1,734 +30%
GSWM
1212
Golden State Wealth Management
California
$1.37M +$110K +652 +8%
KWA
1213
Kingswood Wealth Advisors
California
$1.37M +$211K +1,254 +17%
HI
1214
Harbour Investments
Wisconsin
$1.37M +$616K +3,666 +75%
FFN
1215
Focus Financial Network
Minnesota
$1.37M -$113K -674 -7%
KA
1216
Kintegral Advisory
New York
$1.36M -$63.3K -377 -4%
PDL
1217
Portfolio Design Labs
California
$1.36M -$1.01K -6 -0.1%
CIM
1218
Cambria Investment Management
California
$1.36M -$55.3K -329 -4%
SMAM
1219
Sugar Maple Asset Management
Wisconsin
$1.35M +$211K +1,257 +18%
AA
1220
Ancora Advisors
Ohio
$1.35M +$908K +5,406 +180%
AAM
1221
Aureus Asset Management
Massachusetts
$1.35M +$1.03M +6,114 +267%
BTD
1222
BankPlus Trust Department
Mississippi
$1.35M +$17.8K +106 +1%
ETCM
1223
Evolutionary Tree Capital Management
Virginia
$1.34M +$1.41M +8,382 New
CAM
1224
Cozad Asset Management
Illinois
$1.34M -$193K -1,146 -12%
PTC
1225
Private Trust Company
Ohio
$1.34M +$168K +998 +14%
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