We are live on ! Find out more
PANW icon

Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1751
WealthPlan Investment Management
Nebraska
$235K +$231K +1,374 New
CFA
1752
Capstone Financial Advisors
Illinois
$234K +$1.01K +6 +0.4%
SCP
1753
Sivia Capital Partners
California
$233K +$5.72K +34 +3%
XF
1754
XML Financial
Maryland
$233K +$30.3K +180 +15%
LA
1755
Latitude Advisors
Florida
$231K +$2.69K +16 +1%
GCP
1756
GSA Capital Partners
United Kingdom
$231K +$228K +1,352 New
EWM
1757
Elite Wealth Management
Washington
$230K -$39.4K -234 -15%
AIA
1758
Alera Investment Advisors
Illinois
$229K +$10.4K +62 +5%
DOA
1759
D'Orazio & Associates
Virginia
$228K +$7.41K +44 +3%
SAM
1760
Sequent Asset Management
Texas
$228K -$193K -1,144 -46%
MM
1761
MQS Management
New York
$228K +$224K +1,332 New
DCM
1762
Dudley Capital Management
Virginia
$227K – – –
MFT
1763
Moisand Fitzgerald Tamayo
Florida
$227K -$34K -202 -13%
GWM
1764
GSB Wealth Management
Connecticut
$226K – – –
CBTWT
1765
Community Bank & Trust (Waco, Texas)
Texas
$226K – – –
HB
1766
Horizon Bancorp
Indiana
$226K +$5.39K +32 +2%
CWA
1767
Consilium Wealth Advisory
Texas
$226K – – –
WLIM
1768
White Lighthouse Investment Management
Massachusetts
$226K – – –
GC
1769
Grimes & Company
Massachusetts
$225K +$221K +1,314 New
SDAM
1770
Shulman DeMeo Asset Management
New York
$225K +$221K +1,314 New
MYIA
1771
Mount Yale Investment Advisors
Colorado
$224K +$221K +1,312 New
APF
1772
Alaska Permanent Fund
Alaska
$224K – – –
JWM
1773
JGP Wealth Management
Oregon
$223K +$1.68K +10 +0.8%
WAAG
1774
Wealth Alliance Advisory Group
Kansas
$223K +$16.8K +100 +8%
RFP
1775
Root Financial Partners
California
$223K +$219K +1,302 New
69 70
71
72 73