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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
1801
Financial Synergies Wealth Advisors
Texas
$28.1K +$30.3K +192 +3,200%
MCM
1802
MidAtlantic Capital Management
Virginia
$26.7K -$631 -4 -2%
JWA
1803
JFS Wealth Advisors
Pennsylvania
$26.4K +$18K +114 +158%
CJ
1804
Caitlin John
Michigan
$26.1K – – –
PP
1805
Pacifica Partners
Canada
$25.6K – – –
PFA
1806
Pathway Financial Advisers
Indiana
$25.3K +$10.7K +68 +63%
GWSA
1807
Global Wealth Strategies & Associates
Colorado
$24.2K +$15.5K +98 +136%
RG
1808
Retirement Group
California
$23.3K +$2.52K +16 +11%
PCMC
1809
Planning Capital Management Corporation
Pennsylvania
$23.3K +$7.89K +50 +44%
EPW
1810
Evergreen Private Wealth
Colorado
$22.2K – – –
AAG
1811
Accordant Advisory Group
Maryland
$22.2K +$24.6K +156 New
AIM
1812
Anchor Investment Management
South Carolina
$22.2K +$24.6K +156 New
WIA
1813
Wetzel Investment Advisors
Indiana
$21.6K – – –
FPFS
1814
First Personal Financial Services
North Carolina
$21.3K – – –
AW
1815
Avion Wealth
Texas
$21K +$15.1K +96 +209%
BHWM
1816
Beaird Harris Wealth Management
Texas
$20.5K – – –
LF
1817
LifeSteps Financial
California
$20.5K +$22.7K +144 New
AWM
1818
Abound Wealth Management
Tennessee
$20.2K +$5.05K +32 +29%
RTC
1819
Riverview Trust Company
Washington
$19.9K +$22.1K +140 New
RFG
1820
REAP Financial Group
Texas
$18.5K +$2.52K +16 +14%
FPB
1821
First PREMIER Bank
South Dakota
$18K +$20.2K +128 New
SC
1822
Steph & Co
Wisconsin
$17.9K +$19.9K +126 New
ACM
1823
Anfield Capital Management
California
$17.6K +$19.6K +124 New
FIM
1824
FWL Investment Management
Texas
$17K -$91.5K -580 -83%
SC
1825
Stephens Consulting
Michigan
$17K – – –