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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1551
Ellevest Inc
New York
$654K +$325K +1,935 +90%
BWA
1552
Basecamp Wealth Advisors
Washington
$649K +$109K +648 +19%
EFA
1553
Englebert Financial Advisers
Pennsylvania
$645K +$676K +4,023 New
GBWM
1554
Granite Bay Wealth Management
New Hampshire
$644K +$25.2K +150 +4%
LFA
1555
Lauterbach Financial Advisors
Texas
$642K – – –
IIM
1556
Intact Investment Management
Quebec, Canada
$641K -$286K -1,700 -30%
GIM
1557
Groesbeck Investment Management
New Jersey
$640K +$1.68K +10 +0.3%
OIMU
1558
Osmosis Investment Management UK
United Kingdom
$638K +$669K +3,982 New
HGWM
1559
Horst & Graben Wealth Management
Oregon
$636K +$384K +2,285 +191%
SC
1560
Sierra Capital
Florida
$636K +$27.9K +166 +4%
BP
1561
BBR Partners
New York
$636K -$15.1K -90 -2%
SAM
1562
Simplify Asset Management
Nevada
$636K +$666K +3,967 New
LWM
1563
LeConte Wealth Management
Tennessee
$635K -$150K -892 -18%
PCG
1564
Prosperity Consulting Group
Maryland
$632K -$313K -1,865 -32%
VWM
1565
Valley Wealth Managers
New Jersey
$632K -$9.74K -58 -1%
BCM
1566
Boltwood Capital Management
California
$631K -$504 -3 -0.1%
FWM
1567
Fonville Wealth Management
Virginia
$631K +$1.18K +7 +0.2%
EGM
1568
Engineers Gate Manager
New York
$631K +$325K +1,936 +97%
HR
1569
Howe & Rusling
New York
$631K -$138K -820 -17%
MW
1570
MBL Wealth
North Carolina
$629K -$12.1K -72 -2%
CAL
1571
Capital Analysts LLC
Pennsylvania
$629K -$3.53K -21 -0.5%
MWM
1572
Mosley Wealth Management
California
$628K +$5.54K +33 +1%
ACM
1573
Aster Capital Management
United Arab Emirates
$626K +$616K +3,668 New
PE
1574
PCM Encore
Colorado
$625K +$219K +1,302 +50%
CA
1575
Continuum Advisory
Idaho
$625K +$137K +814 +26%
61 62
63
64 65