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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1301
Ascent Group
Virginia
$280K -$67.2K -646 -20%
EFG
1302
Everhart Financial Group
Ohio
$279K +$227K +2,184 New
FH
1303
FWG Holdings
Florida
$278K -$14.2K -136 -5%
AO
1304
Advisor OS
Illinois
$277K +$226K +2,172 New
VCA
1305
Verdence Capital Advisors
Maryland
$277K +$226K +2,170 New
SP
1306
Symmetry Partners
Connecticut
$277K – – –
CA
1307
Cornerstone Advisory
Maryland
$277K +$225K +2,166 New
MFS
1308
McNamara Financial Services
Massachusetts
$275K +$229K +2,200 New
ETIA
1309
Epic Trust Investment Advisors
Washington
$274K +$224K +2,148 New
CGL
1310
Clarius Group LLC
Washington
$272K +$2.29K +22 +1%
AAM
1311
Aureus Asset Management
Massachusetts
$270K -$43.7K -420 -17%
AL
1312
Aspiriant LLC
California
$269K -$48.9K -470 -18%
SFG
1313
Sather Financial Group
Texas
$269K – – –
FCA
1314
FinTrust Capital Advisors
South Carolina
$268K – – –
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$268K +$218K +2,094 New
WPWM
1316
Western Pacific Wealth Management
Illinois
$266K +$15.6K +150 +8%
JGUA
1317
John G. Ullman & Associates
New York
$265K – – –
ACA
1318
Aptus Capital Advisors
Alabama
$264K -$79.3K -762 -27%
CCA
1319
Conservest Capital Advisors
Pennsylvania
$264K -$23.7K -228 -10%
AT
1320
Arden Trust
Delaware
$263K -$464K -4,462 -68%
WMP
1321
Wealth Management Partners
Arizona
$263K – – –
PWP
1322
Private Wealth Partners
California
$261K -$34.3K -330 -14%
PA
1323
Prossimo Advisors
California
$261K +$212K +2,040 New
BC
1324
Barrett & Company
Rhode Island
$259K – – –
CNBTD
1325
Citizens National Bank Trust Department
Mississippi
$257K – – –
51 52
53
54 55