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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1651
Van Hulzen Asset Management
California
$256K +$226K +1,508 New
PWM
1652
PBMares Wealth Management
Virginia
$256K – – –
FWI
1653
Facet Wealth Inc
Maryland
$254K +$12K +80 +5%
ASGS
1654
Alpha Square Group S
New York
$254K -$150K -1,000 -40%
CSI
1655
Cross Staff Investments
New York
$254K – – –
LI
1656
Lafayette Investments
Maryland
$254K – – –
KFS
1657
Kaizen Financial Strategies
California
$254K -$2.99K -20 -1%
GF
1658
Gries Financial
Ohio
$254K +$8.38K +56 +4%
TH
1659
TCTC Holdings
Texas
$250K – – –
IAS
1660
Investment Advisory Services
Texas
$250K +$220K +1,474 New
SRC
1661
Shufro Rose & Co
New York
$249K +$220K +1,470 New
AB
1662
Atlas Brown
Kentucky
$249K +$219K +1,466 New
GC
1663
Garde Capital
Washington
$248K +$2.99K +20 +1%
LFA
1664
Legacy Financial Advisors
Kentucky
$247K +$1.5K +10 +0.7%
RFA
1665
Register Financial Advisors
Georgia
$245K -$3.89K -26 -2%
NWM
1666
Northwest Wealth Management
Iowa
$245K +$897 +6 +0.4%
KA
1667
Klingman & Associates
New York
$244K +$215K +1,440 New
ACP
1668
Aveo Capital Partners
Colorado
$244K -$11.1K -74 -5%
CWM
1669
Concentric Wealth Management
California
$243K – – –
BIA
1670
Bigelow Investment Advisors
Maine
$243K +$214K +1,434 New
NCM
1671
NCM Capital Management
New Jersey
$243K – – –
EL
1672
EWA LLC
Pennsylvania
$243K +$10.5K +70 +5%
HFP
1673
Holistic Financial Partners
Indiana
$242K +$1.5K +10 +0.7%
OFS
1674
Orrstown Financial Services
Pennsylvania
$242K +$214K +1,430 New
SFB
1675
STAR Financial Bank
Indiana
$242K +$213K +1,426 New
65 66
67
68 69