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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1726
Cohen Capital Management
California
$332K – – –
DWA
1727
Douglass Winthrop Advisors
New York
$332K -$84K -454 -19%
BWA
1728
BlueChip Wealth Advisors
Georgia
$332K +$15.9K +86 +5%
SMA
1729
Seven Mile Advisory
New Jersey
$331K +$6.66K +36 +2%
GAM
1730
Grandview Asset Management
Pennsylvania
$331K – – –
FC
1731
Fairscale Capital
New Hampshire
$331K +$20.3K +110 +6%
FWA
1732
FSM Wealth Advisors
Ohio
$328K +$130K +704 +58%
AFM
1733
Armstrong Fleming & Moore
District of Columbia
$328K +$355K +1,922 New
BSC
1734
Brown Shipley & Co
United Kingdom
$328K – – –
NCM
1735
NCM Capital Management
New Jersey
$328K +$90.2K +488 +34%
B
1736
Bellecapital
Switzerland
$327K +$10.5K +57 +3%
BG
1737
Bahl & Gaynor
Ohio
$326K – – –
CCP
1738
Carmel Capital Partners
California
$326K +$9.62K +52 +3%
CWM
1739
Concentrum Wealth Management
California
$324K -$101K -546 -22%
PWM
1740
Prosperity Wealth Management
California
$323K -$436K -2,357 -55%
KFA
1741
Kelleher Financial Advisors
New York
$323K -$364K -1,971 -51%
BWM
1742
Baron Wealth Management
Michigan
$323K +$119K +646 +52%
EWA
1743
Emergent Wealth Advisors
New York
$322K -$117K -634 -25%
KA
1744
Klingman & Associates
New York
$322K +$24.6K +133 +8%
CCA
1745
Conservest Capital Advisors
Pennsylvania
$321K -$3.7K -20 -1%
FB
1746
First Bancorp
Maine
$320K -$7.4K -40 -2%
KRW
1747
Kaufman Rossin Wealth
Florida
$320K +$347K +1,877 New
GPWM
1748
Grant Private Wealth Management
California
$319K +$106K +573 +44%
SG
1749
StoneX Group
New York
$318K -$11.5K -62 -3%
HCA
1750
Heck Capital Advisors
Wisconsin
$316K -$381K -2,062 -53%
68 69
70
71 72