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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1701
AIA Group
Hong Kong
$350K -$162K -874 -30%
BWP
1702
Burling Wealth Partners
Illinois
$348K – – –
LWM
1703
LeConte Wealth Management
Tennessee
$347K +$376K +2,034 New
RI
1704
Rinkey Investments
California
$346K -$370K -2,000 -50%
IIC
1705
Integrated Investment Consultants
Michigan
$346K +$34.8K +188 +10%
LF
1706
Lighthouse Financial
Florida
$345K – – –
XF
1707
XML Financial
Maryland
$345K +$84.7K +458 +29%
OHWP
1708
Oak Harbor Wealth Partners
North Carolina
$344K +$373K +2,016 New
IPW
1709
Invictus Private Wealth
Colorado
$344K -$9.62K -52 -3%
BA
1710
Bristlecone Advisors
Washington
$343K -$2.03K -11 -0.5%
FC
1711
Farringdon Capital
United Kingdom
$343K -$77.7K -420 -17%
FFG
1712
Fortem Financial Group
California
$343K +$372K +2,010 New
MSWM
1713
McGlone Suttner Wealth Management
Wisconsin
$342K -$11.7K -63 -3%
FDCP
1714
Foster Dykema Cabot & Partners
Massachusetts
$341K – – –
MIM
1715
Merrion Investment Management
New Jersey
$341K – – –
LD
1716
Lipe & Dalton
New York
$341K – – –
BRG
1717
Bay Rivers Group
Virginia
$341K – – –
HBW
1718
Hazlett, Burt & Watson
West Virginia
$340K +$14.1K +76 +4%
CCIA
1719
Campbell & Co Investment Adviser
Maryland
$340K -$364K -1,967 -50%
OAM
1720
Occidental Asset Management
California
$337K +$365K +1,972 New
NWM
1721
Nova Wealth Management
Florida
$336K -$35.9K -194 -9%
JGUA
1722
John G. Ullman & Associates
New York
$334K – – –
TC
1723
Trilogy Capital
California
$334K +$8.32K +45 +2%
AF
1724
Atala Financial
California
$333K +$12.6K +68 +4%
CA
1725
Crewe Advisors
Utah
$333K -$34.9K -189 -9%
67 68
69
70 71