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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1601
Lodestar Private Asset Management
California
$454K – – –
MWM
1602
Mattern Wealth Management
Kansas
$452K -$12.5K -66 -3%
RA
1603
RiverPark Advisors
New York
$452K +$2.59M +13,684 +9,003%
SVCP
1604
Silicon Valley Capital Partners
California
$449K +$94.5K +500 +25%
VP
1605
Verum Partners
North Carolina
$449K -$38.7K -205 -8%
CFP
1606
Cascade Financial Partners
California
$447K -$9.07K -48 -2%
HCM
1607
Howland Capital Management
Massachusetts
$446K +$463K +2,452 New
PWA
1608
Phoenix Wealth Advisors
North Carolina
$446K – – –
CWM
1609
Concentrum Wealth Management
California
$445K +$4.91K +26 +1%
SFG
1610
Sterling Financial Group
California
$443K +$1.51K +8 +0.3%
FC
1611
Farringdon Capital
United Kingdom
$443K +$460K +2,433 New
ANTB
1612
AMG National Trust Bank
Colorado
$443K -$1.51K -8 -0.3%
TWM
1613
Trueblood Wealth Management
Ohio
$441K -$11K -58 -2%
AWM
1614
Accurate Wealth Management
Florida
$441K -$74.2K -393 -13%
RA
1615
Rational Advisors
New York
$441K -$4.53K -24 -1%
PCP
1616
Proficio Capital Partners
Massachusetts
$440K +$167K +886 +58%
SWRP
1617
Summit Wealth & Retirement Planning
California
$439K – – –
AWM
1618
Aprio Wealth Management
Georgia
$437K +$97.7K +517 +27%
NAMP
1619
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$437K – – –
DWA
1620
Douglass Winthrop Advisors
New York
$437K +$453K +2,400 New
UBV
1621
United Bank (Virginia)
Virginia
$436K – – –
JWM
1622
Jessup Wealth Management
Ohio
$435K – – –
OIA
1623
Optimum Investment Advisors
Illinois
$435K – – –
PWPS
1624
Pinnacle Wealth Planning Services
Ohio
$434K -$188K -993 -29%
AWM
1625
Angeles Wealth Management
California
$433K +$11K +58 +2%
63 64
65
66 67