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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
1451
Lodestar Private Asset Management
California
$354K +$15.8K +100 +4%
CWM
1452
Concentrum Wealth Management
California
$353K +$126K +800 +47%
SAM
1453
Sequent Asset Management
Texas
$352K
SFG
1454
Sather Financial Group
Texas
$351K
SWRP
1455
Summit Wealth & Retirement Planning
California
$351K -$22.7K -144 -6%
FTWA
1456
Fifth Third Wealth Advisors
Ohio
$351K +$63.1K +400 +19%
IPAM
1457
Investment Partners Asset Management
New Jersey
$350K +$388K +2,462 New
HIM
1458
Hanlon Investment Management
New Jersey
$349K +$387K +2,456 New
PWA
1459
Phoenix Wealth Advisors
North Carolina
$348K +$315 +2 +0.1%
CFP
1460
Cascade Financial Partners
California
$348K +$393K +2,492 New
OWP
1461
Obermeyer Wealth Partners
Colorado
$347K +$4.1K +26 +1%
BCM
1462
Bluefin Capital Management
New York
$346K +$385K +2,438 New
KMWM
1463
Keudell/Morrison Wealth Management
Oregon
$346K +$946 +6 +0.2%
AWM
1464
Accurate Wealth Management
Florida
$344K +$43.9K +278 +13%
ABP
1465
Arthur B. Page
$343K
CCG
1466
Catalina Capital Group
California
$342K +$143K +906 +60%
PD
1467
Planning Directions
Pennsylvania
$342K -$55.2K -350 -13%
SA
1468
Strategic Advisors
New York
$341K -$18.9K -120 -5%
NAMP
1469
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$341K
ET
1470
Equitable Trust
Tennessee
$341K +$379K +2,400 New
SBWIC
1471
Schaper Benz & Wise Investment Counsel
Wisconsin
$341K +$379K +2,400 New
SG
1472
Sienna Gestion
France
$340K +$378K +2,396 New
JWM
1473
Jessup Wealth Management
Ohio
$340K +$61.8K +392 +20%
MWM
1474
Mattern Wealth Management
Kansas
$340K +$377K +2,392 New
OIA
1475
Optimum Investment Advisors
Illinois
$340K +$6.31K +40 +2%