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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
1251
True North Advisors
Texas
$338K +$8.52K +72 +3%
AAM
1252
Alphadyne Asset Management
New York
$337K +$341K +2,878 New
AG
1253
Ascent Group
Virginia
$336K +$14.9K +126 +5%
CGL
1254
Clarius Group LLC
Washington
$336K +$87.1K +736 +35%
BL
1255
Balentine LLC
Georgia
$335K +$10.9K +92 +3%
CC
1256
Callan Capital
California
$334K +$63.4K +536 +23%
TFCP
1257
Twin Focus Capital Partners
Massachusetts
$334K +$9.47K +80 +3%
VCM
1258
Violich Capital Management
California
$334K
EWM
1259
Evercore Wealth Management
New York
$329K +$9.47K +80 +3%
CA
1260
Cullinan Associates
Kentucky
$328K
RIA
1261
Realta Investment Advisors
Delaware
$327K
BB
1262
Berkshire Bank
Massachusetts
$326K
AFT
1263
Alpha Family Trust
California
$325K +$328K +2,770 New
SWP
1264
Semus Wealth Partners
Florida
$324K +$17.3K +146 +6%
PD
1265
Planning Directions
Pennsylvania
$323K -$47.3K -400 -13%
CA
1266
Claro Advisors
Massachusetts
$321K +$113K +954 +53%
SBIA
1267
Sheaff Brock Investment Advisors
Indiana
$319K -$11.8K -100 -4%
IIM
1268
INTECH Investment Management
Florida
$318K -$5.26M -44,412 -94%
NFP
1269
NorthLanding Financial Partners
New York
$316K
EFS
1270
Essex Financial Services
Connecticut
$316K +$15.1K +128 +5%
GA
1271
Goldstein Advisors
Wisconsin
$316K -$22.2K -188 -7%
SSWM
1272
Strait & Sound Wealth Management
California
$316K -$4.73K -40 -1%
SWRP
1273
Summit Wealth & Retirement Planning
California
$316K -$93.7K -792 -23%
EFG
1274
Everhart Financial Group
Ohio
$314K +$58.9K +498 +23%
VCA
1275
Verdence Capital Advisors
Maryland
$313K +$59.4K +502 +23%