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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1551
First Trust Investment Solutions
Florida
$333K +$294K +1,964 New
PWM
1552
Prosperity Wealth Management
California
$333K -$427K -2,856 -59%
PVI
1553
Pine Valley Investments
New Jersey
$332K +$27.2K +182 +10%
BTWM
1554
Baker Tilly Wealth Management
Wisconsin
$331K -$388K -2,594 -57%
GF
1555
Gabelli Funds
New York
$331K +$68.8K +460 +31%
RRA
1556
Round Rock Advisors
Connecticut
$330K -$2.39K -16 -0.8%
PL
1557
Plancorp LLC
Missouri
$330K +$7.78K +52 +3%
MTC
1558
McDaniel Terry & Co
Texas
$328K -$8.08K -54 -3%
FB
1559
First Bancorp
Maine
$325K – – –
TC
1560
Trilogy Capital
California
$324K +$286K +1,914 New
ODG
1561
O'Dell Group
Ohio
$324K – – –
MIS
1562
Morningstar Investment Services
Illinois
$322K +$283K +1,892 New
SC
1563
SouthState Corp
Florida
$321K +$111K +742 +64%
CS
1564
Crescent Sterling
Louisiana
$320K +$283K +1,890 New
AC
1565
Abbrea Capital
California
$318K +$29K +194 +12%
BRG
1566
Bay Rivers Group
Virginia
$317K -$598 -4 -0.2%
OWA
1567
Octavia Wealth Advisors
Ohio
$315K -$20.9K -140 -7%
WC
1568
Wexford Capital
Florida
$315K – – –
VAMG
1569
Voisard Asset Management Group
Michigan
$314K -$4.19K -28 -1%
KP
1570
Keel Point
Alabama
$313K -$14.1K -94 -5%
MW
1571
Marcum Wealth
Ohio
$312K -$7.78K -52 -3%
KCM
1572
Kathmere Capital Management
Pennsylvania
$312K +$8.97K +60 +3%
RGC
1573
Roberts, Glore & Co
Illinois
$310K – – –
FC
1574
Fairscale Capital
New Hampshire
$309K +$273K +1,828 New
CWC
1575
Carolinas Wealth Consulting
North Carolina
$309K +$598 +4 +0.2%
61 62
63
64 65