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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1576
Cornerstone Wealth Management
Missouri
$309K +$273K +1,824 New
HAS
1577
HBW Advisory Services
California
$308K -$70K -468 -20%
SFG
1578
Sather Financial Group
Texas
$306K -$99.3K -664 -27%
AA
1579
Alta Advisers
United Kingdom
$305K
OL
1580
Optas LLC
Texas
$305K +$34.4K +230 +15%
DWM
1581
Drive Wealth Management
Utah
$302K +$13.2K +88 +5%
AA
1582
Aire Advisors
California
$301K +$266K +1,776 New
Loomis, Sayles & Company
1583
Loomis, Sayles & Company
Massachusetts
$301K
ACGA
1584
Atlanta Consulting Group Advisors
Georgia
$300K
AL
1585
Aspiriant LLC
California
$300K -$55.3K -370 -17%
WA
1586
Wealth Architects
California
$300K -$28.1K -188 -10%
LJHT
1587
Laurie J. Hall Trustee
$298K
OFW
1588
Omnia Family Wealth
Florida
$297K +$262K +1,754 New
GC
1589
Gratus Capital
Georgia
$297K +$262K +1,750 New
DIM
1590
DLK Investment Management
California
$296K +$261K +1,744 New
MHWM
1591
Montz Harcus Wealth Management
Louisiana
$295K -$5.08K -34 -2%
CPRC
1592
Consolidated Portfolio Review Corp
New York
$295K +$17.4K +116 +7%
CCA
1593
Conservest Capital Advisors
Pennsylvania
$295K
LCWP
1594
Legacy Capital Wealth Partners
Arkansas
$295K +$260K +1,740 New
JSW
1595
Journey Strategic Wealth
New Jersey
$294K +$260K +1,736 New
AP
1596
Adero Partners
California
$294K +$15.3K +102 +6%
MAG
1597
M3 Advisory Group
Massachusetts
$293K +$259K +1,730 New
HBW
1598
Hazlett, Burt & Watson
West Virginia
$293K +$13.5K +90 +5%
WPW
1599
Watershed Private Wealth
Illinois
$292K +$258K +1,724 New
MMC
1600
Mizuho Markets Cayman
Cayman Islands
$292K -$124K -832 -33%