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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1751
Harbor Investment Advisory
Maryland
$925K -$27.9K -122 -4%
CP
1752
Canopy Partners
Ohio
$925K +$117K +511 +23%
RFA
1753
Resurgent Financial Advisors
Georgia
$923K +$38.7K +169 +7%
BWA
1754
BlueChip Wealth Advisors
Georgia
$922K -$5.04K -22 -0.8%
KC
1755
Knuff & Co
California
$920K +$501K +2,188 +428%
SPWM
1756
Schrum Private Wealth Management
Florida
$918K -$1.39M -6,060 -69%
CWG
1757
Crown Wealth Group
North Carolina
$917K -$28.2K -123 -4%
BFG
1758
Bouchey Financial Group
New York
$908K +$24.3K +106 +4%
EWA
1759
Eagle Wealth Advisors
Connecticut
$907K +$53.8K +235 +10%
FMWA
1760
Forvis Mazars Wealth Advisors
Missouri
$904K +$34.3K +150 +6%
CAM
1761
Congress Asset Management
Massachusetts
$903K -$667K -2,913 -52%
KA
1762
Klingman & Associates
New York
$903K +$27.5K +120 +5%
BB
1763
Berkshire Bank
Massachusetts
$900K -$55.4K -242 -8%
WDA
1764
Wendell David Associates
New Hampshire
$900K -$177K -775 -23%
FWP
1765
FAS Wealth Partners
Kansas
$898K +$34.6K +151 +6%
BTIM
1766
BancFirst Trust & Investment Management
Oklahoma
$889K +$613K +2,679 New
CIG
1767
Cascade Investment Group
Colorado
$889K +$67.3K +294 +13%
AIP
1768
Almanack Investment Partners
Pennsylvania
$886K +$595K +2,599 New
SW
1769
SkyOak Wealth
Michigan
$883K -$684K -2,990 -54%
NRI
1770
NFP Retirement Inc
California
$883K +$2.75K +12 +0.5%
AWA
1771
Argos Wealth Advisors
California
$883K +$15.6K +68 +3%
RFA
1772
Rollins Financial Advisors
New York
$883K +$136K +594 +30%
BMCM
1773
Bryn Mawr Capital Management
Pennsylvania
$882K -$67.3K -294 -10%
SSA
1774
Schonfeld Strategic Advisors
New York
$879K -$1.6M -6,994 -73%
IPW
1775
Impact Partnership Wealth
Georgia
$879K +$161K +702 +37%