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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1826
Martin Capital Advisors
Texas
$754K +$136K +594 +37%
OL
1827
OneFund LLC
Florida
$753K +$5.26K +23 +1%
WW
1828
Westshore Wealth
California
$752K +$8.24K +36 +2%
SIS
1829
Sound Income Strategies
Florida
$752K -$1.6K -7 -0.3%
NG
1830
Novem Group
New York
$751K -$96.4K -421 -16%
CNBTD
1831
Citizens National Bank Trust Department
Mississippi
$750K – – –
PWP
1832
Ponta Wealth Partners
Florida
$750K +$503K +2,199 New
CCMG
1833
Clark Capital Management Group
Pennsylvania
$749K -$57K -249 -10%
TFA
1834
Teamwork Financial Advisors
Texas
$748K -$2.6M -11,380 -84%
PWA
1835
Phoenix Wealth Advisors
North Carolina
$747K – – –
MEAC
1836
M.E. Allison & Co
Texas
$745K – – –
CFP
1837
Cascade Financial Partners
California
$744K +$13K +57 +3%
HFW
1838
Horizon Family Wealth
Illinois
$744K +$38.5K +168 +8%
IPW
1839
Invictus Private Wealth
Colorado
$744K +$7.55K +33 +2%
RRA
1840
Round Rock Advisors
Connecticut
$744K – – –
AGP
1841
Autumn Glory Partners
Texas
$742K -$242K -1,059 -33%
SEP
1842
Signature Equity Partners
Ohio
$742K +$57.5K +251 +13%
GWM
1843
GSB Wealth Management
Connecticut
$742K +$63.4K +277 +15%
FRA
1844
Front Row Advisors
California
$739K +$163K +714 +59%
SWM
1845
SHP Wealth Management
Massachusetts
$738K +$275K +1,203 +125%
ANTB
1846
AMG National Trust Bank
Colorado
$737K -$12.8K -56 -3%
HAIM
1847
Hunter Associates Investment Management
Pennsylvania
$735K +$80.8K +353 +20%
MIM
1848
Merrion Investment Management
New Jersey
$735K – – –
BTW
1849
Boston Trust Walden
Massachusetts
$734K +$2.29K +10 +0.5%
PD
1850
Planning Directions
Pennsylvania
$733K – – –
72 73
74
75 76