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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
CapitalatWork SA
1401
CapitalatWork SA
$819K – – –
LFA
1402
Lauterbach Financial Advisors
Texas
$819K +$186 +1 +0%
PFW
1403
Petros Family Wealth
Minnesota
$819K +$49.4K +266 +7%
FI
1404
Finivi Inc
Massachusetts
$818K +$4.08K +22 +0.6%
WA
1405
Wealthstar Advisors
Texas
$817K -$151K -813 -17%
FH
1406
FWG Holdings
Florida
$817K +$60.9K +328 +7%
ITIM
1407
Indiana Trust & Investment Management
Indiana
$817K -$623K -3,355 -46%
BPC
1408
Bryce Point Capital
New York
$806K +$732K +3,941 New
Capital Wealth Planning
1409
Capital Wealth Planning
Florida
$805K +$489K +2,635 +203%
BWM
1410
Bullock Wealth Management
Indiana
$805K +$4.46K +24 +0.6%
BCM
1411
Boltwood Capital Management
California
$802K – – –
SSWM
1412
Strait & Sound Wealth Management
California
$801K -$61.5K -331 -8%
NAS
1413
Nicolet Advisory Services
Wisconsin
$800K +$40.7K +219 +5%
Loring Wolcott & Coolidge Fiduciary Advisors
1414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K – – –
LJCM
1415
Lee Johnson Capital Management
Texas
$796K +$722K +3,889 New
RBWA
1416
RFG - Bristol Wealth Advisors
Massachusetts
$796K -$135K -727 -16%
Forum Financial Management
1417
Forum Financial Management
Illinois
$794K +$74.8K +403 +12%
1CP
1418
17 Capital Partners
Arizona
$793K +$91K +490 +14%
WPC
1419
Waters Parkerson & Co
Louisiana
$792K – – –
CFD
1420
Creative Financial Designs
Indiana
$792K +$54K +291 +8%
OWA
1421
Outlook Wealth Advisors
Texas
$787K -$20.2K -109 -3%
SC
1422
Sierra Capital
Florida
$784K +$2.97K +16 +0.4%
FWM
1423
Fonville Wealth Management
Virginia
$782K – – –
Plancorp LLC
1424
Plancorp LLC
Missouri
$782K +$92.9K +500 +15%
AWM
1425
Angeles Wealth Management
California
$781K +$158K +851 +29%