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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1776
Signature Equity Partners
Ohio
$468K +$513K +2,541 New
EWM
1777
Elevation Wealth Management
Minnesota
$467K +$512K +2,536 New
TNA
1778
True North Advisors
Texas
$467K +$24.8K +123 +5%
AWA
1779
Argos Wealth Advisors
California
$464K +$508K +2,520 New
WFI
1780
West Family Investments
California
$462K -$122K -607 -19%
AWM
1781
Avior Wealth Management
Nebraska
$461K +$1.61K +8 +0.3%
CH
1782
CDKV Holdings
Colorado
$461K +$504K +2,500 New
AGWCA
1783
Annis Gardner Whiting Capital Advisors
Florida
$460K +$7.87K +39 +2%
WEG
1784
World Equity Group
Illinois
$458K -$222K -1,100 -31%
VP
1785
Verum Partners
North Carolina
$456K +$403 +2 +0.1%
AWM
1786
Ariadne Wealth Management
California
$456K -$128K -634 -18%
CWM
1787
Calamos Wealth Management
Illinois
$456K +$146K +726 +42%
OCBCO
1788
Oversea-Chinese Banking Corp (OCBC)
Singapore
$453K -$3.6M -17,831 -88%
WW
1789
Westshore Wealth
California
$452K -$54.1K -268 -10%
KIA
1790
KCM Investment Advisors
California
$451K -$41.2K -204 -8%
KMWM
1791
Keudell/Morrison Wealth Management
Oregon
$451K +$494K +2,451 New
SVCP
1792
Silicon Valley Capital Partners
California
$451K +$101K +500 +26%
RAS
1793
RPS Advisory Solutions
Kentucky
$449K – – –
AL
1794
Aspiriant LLC
California
$448K +$119K +588 +32%
PWG
1795
Portside Wealth Group
Utah
$448K +$63.3K +314 +15%
LFS
1796
Legacy Financial Strategies
Kansas
$446K +$2.62K +13 +0.5%
IHL
1797
Investment House LLC
California
$444K -$22.2K -110 -4%
RIS
1798
Richmond Investment Services
Wisconsin
$443K -$108K -533 -18%
CH
1799
Canton Hathaway
Rhode Island
$442K – – –
NAMP
1800
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
70 71
72
73 74