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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1701
Cloud Capital Management
Washington
$446K +$228K +1,229 +89%
PA
1702
Prossimo Advisors
California
$445K -$116K -624 -22%
HFS
1703
Howard Financial Services
Texas
$445K -$9.47K -51 -2%
PD
1704
Planning Directions
Pennsylvania
$444K – – –
IPW
1705
Invictus Private Wealth
Colorado
$444K +$29K +156 +8%
WJWM
1706
Williams Jones Wealth Management
New York
$442K -$3.71K -20 -0.9%
OL
1707
Optas LLC
Texas
$442K +$8.36K +45 +2%
MEAC
1708
M.E. Allison & Co
Texas
$438K – – –
SSWM
1709
Smith Salley Wealth Management
North Carolina
$438K +$101K +544 +34%
AWM
1710
Avior Wealth Management
Nebraska
$438K -$1.11K -6 -0.3%
WAM
1711
WNY Asset Management
New York
$435K +$3.34K +18 +0.9%
ANTB
1712
AMG National Trust Bank
Colorado
$435K -$49.6K -267 -11%
CA
1713
Crewe Advisors
Utah
$435K +$32.7K +176 +9%
CFP
1714
Catalyst Financial Partners
Massachusetts
$434K -$117K -631 -23%
PA
1715
PharVision Advisers
Florida
$433K +$393K +2,114 New
AWM
1716
Aprio Wealth Management
Georgia
$432K -$273K -1,469 -41%
KFS
1717
Kaizen Financial Strategies
California
$432K +$2.23K +12 +0.6%
BTW
1718
Boston Trust Walden
Massachusetts
$432K +$392K +2,111 New
CIG
1719
Cascade Investment Group
Colorado
$431K +$1.86K +10 +0.5%
MWM
1720
Mindset Wealth Management
Indiana
$430K +$1.86K +10 +0.5%
WWA
1721
Wisconsin Wealth Advisors
Wisconsin
$430K +$54K +291 +16%
DWA
1722
Douglass Winthrop Advisors
New York
$429K +$27.9K +150 +8%
FAM
1723
Flaharty Asset Management
Florida
$427K -$9.66K -52 -2%
KA
1724
Klingman & Associates
New York
$427K +$37.1K +200 +11%
CWM
1725
Calamos Wealth Management
Illinois
$426K +$386K +2,081 New
67 68
69
70 71