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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
BB
1226
Berkshire Bank
Massachusetts
$355K
TFCP
1227
Twin Focus Capital Partners
Massachusetts
$354K +$4.16K +40 +1%
BL
1228
Balentine LLC
Georgia
$353K +$288K +2,764 New
CPIG
1229
Chicago Partners Investment Group
Illinois
$351K +$79.7K +766 +35%
SSWM
1230
Strait & Sound Wealth Management
California
$349K -$51.4K -494 -15%
EWM
1231
Evercore Wealth Management
New York
$349K
I
1232
InceptionR
California
$348K +$283K +2,724 New
NAS
1233
Nicolet Advisory Services
Wisconsin
$348K +$18.5K +178 +7%
FFA
1234
First Foundation Advisors
California
$347K +$283K +2,720 New
MGIA
1235
Moneta Group Investment Advisors
Missouri
$346K +$10.2K +98 +4%
NFP
1236
NorthLanding Financial Partners
New York
$345K -$90.5K -870 -24%
BBP
1237
Banco BTG Pactual
Brazil
$344K +$280K +2,694 New
SG
1238
StoneX Group
New York
$344K +$280K +2,694 New
1WM
1239
1900 Wealth Management
Texas
$343K +$280K +2,688 New
OP
1240
ORG Partners
Indiana
$343K +$280K +2,690 New
XS
1241
XR Securities
Illinois
$341K +$277K +2,666 New
AIP
1242
Almanack Investment Partners
Pennsylvania
$339K -$86.4K -830 -24%
FC
1243
Forte Capital
New York
$339K +$3.12K +30 +1%
DAL
1244
Delta Accumulation LLC
California
$337K
SWP
1245
Semus Wealth Partners
Florida
$335K +$273K +2,620 New
GGS
1246
Galvin Gaustad & Stein
Arizona
$334K +$52K +500 +24%
CSPIA
1247
Cary Street Partners Investment Advisory
Virginia
$333K
1WA
1248
180 Wealth Advisors
Washington
$332K -$21K -202 -7%
EWM
1249
EPG Wealth Management
Georgia
$330K
Empower Advisory Group
1250
Empower Advisory Group
Colorado
$329K +$10.4K +100 +4%