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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1651
Keudell/Morrison Wealth Management
Oregon
$401K -$6.8K -36 -2%
KFS
1652
Kaizen Financial Strategies
California
$400K +$113K +600 +38%
CC
1653
Constitution Capital
Connecticut
$400K +$416K +2,200 New
CWA
1654
Cura Wealth Advisors
Illinois
$400K +$416K +2,200 New
FAM
1655
Flaharty Asset Management
Florida
$399K +$103K +544 +33%
HFS
1656
Howard Financial Services
Texas
$398K +$23.4K +124 +6%
PFS
1657
Physicians Financial Services
North Carolina
$398K +$19.6K +104 +5%
AA
1658
Alta Advisers
United Kingdom
$397K +$72.5K +384 +21%
AC
1659
ASB Consultores
Florida
$397K +$4.53K +24 +1%
WJWM
1660
Williams Jones Wealth Management
New York
$397K +$40K +212 +11%
CWM
1661
Cornerstone Wealth Management
Missouri
$395K +$23.4K +124 +6%
LAM
1662
Lewis Asset Management
California
$394K +$378 +2 +0.1%
NWM
1663
Nova Wealth Management
Florida
$394K +$409K +2,164 New
ZIG
1664
Zullo Investment Group
Pennsylvania
$393K -$20.8K -110 -5%
PIWA
1665
Prevail Innovative Wealth Advisors
Kansas
$392K -$151K -800 -27%
TPCW
1666
TD Private Client Wealth
New York
$391K +$11.1K +59 +3%
AF
1667
Apexium Financial
Texas
$391K +$11.7K +62 +3%
MEAC
1668
M.E. Allison & Co
Texas
$390K +$405K +2,142 New
CA
1669
Crewe Advisors
Utah
$389K -$378 -2 -0.1%
1WA
1670
180 Wealth Advisors
Washington
$387K +$101K +537 +34%
PIA
1671
Prakash Investment Advisors
Massachusetts
$386K +$401K +2,124 New
MCM
1672
McDonough Capital Management
Florida
$386K +$400K +2,120 New
MWM
1673
Mindset Wealth Management
Indiana
$384K +$75.6K +400 +23%
WE
1674
Wealth Effects
Massachusetts
$381K -$2.65K -14 -0.7%
LFA
1675
Legacy Financial Advisors
Kentucky
$381K +$12.8K +68 +3%