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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1751
Wendell David Associates
New Hampshire
$900K -$177K -775 -23%
FWP
1752
FAS Wealth Partners
Kansas
$898K +$34.6K +151 +6%
BTIM
1753
BancFirst Trust & Investment Management
Oklahoma
$889K +$613K +2,679 New
CIG
1754
Cascade Investment Group
Colorado
$889K +$67.3K +294 +13%
AIP
1755
Almanack Investment Partners
Pennsylvania
$886K +$595K +2,599 New
SW
1756
SkyOak Wealth
Michigan
$883K -$684K -2,990 -54%
NRI
1757
NFP Retirement Inc
California
$883K +$2.75K +12 +0.5%
AWA
1758
Argos Wealth Advisors
California
$883K +$15.6K +68 +3%
RFA
1759
Rollins Financial Advisors
New York
$883K +$136K +594 +30%
BMCM
1760
Bryn Mawr Capital Management
Pennsylvania
$882K -$67.3K -294 -10%
SSA
1761
Schonfeld Strategic Advisors
New York
$879K -$1.6M -6,994 -73%
IPW
1762
Impact Partnership Wealth
Georgia
$879K +$161K +702 +37%
TCWM
1763
Total Clarity Wealth Management
Illinois
$872K -$139K -608 -19%
SA
1764
Sonoma Allocations
California
$868K +$32.3K +141 +6%
LBC
1765
Leigh Baldwin & Co
New York
$866K -$43.5K -190 -7%
AWM
1766
Atticus Wealth Management
Florida
$865K -$41.4K -181 -7%
GKFF
1767
George Kaiser Family Foundation
Oklahoma
$864K +$46.9K +205 +9%
SWRP
1768
Summit Wealth & Retirement Planning
California
$863K -$2.98K -13 -0.5%
VP
1769
Verum Partners
North Carolina
$863K +$3.89K +17 +0.7%
PI
1770
Pachira Investments
California
$862K -$17.4K -76 -3%
GWP
1771
Gateway Wealth Partners
Wisconsin
$861K -$525K -2,294 -48%
EFG
1772
Elm3 Financial Group
Georgia
$859K -$57.7K -252 -9%
CFS
1773
Commonwealth Financial Services
West Virginia
$857K +$15.1K +66 +3%
IPS
1774
Investors Portfolio Services
Washington
$852K -$43.5K -190 -7%
IIC
1775
Integrated Investment Consultants
Michigan
$851K +$70.3K +307 +14%
69 70
71
72 73