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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1826
Fort Point Capital Partners
California
$205K +$202K +1,202 New
BWA
1827
BlueSky Wealth Advisors
North Carolina
$205K – – –
HIF
1828
Hill Island Financial
Michigan
$205K – – –
GAM
1829
Gemmer Asset Management
California
$205K -$13.5K -80 -6%
CPWA
1830
Cerro Pacific Wealth Advisors
California
$204K – – –
CWM
1831
Core Wealth Management
Florida
$204K – – –
HNWAG
1832
High Net Worth Advisory Group
Florida
$204K – – –
NFG
1833
Nadler Financial Group
Illinois
$203K +$200K +1,190 New
PAM
1834
Peak Asset Management
Colorado
$203K – – –
CMS
1835
Capital Market Strategies
Florida
$203K +$200K +1,186 New
RFA
1836
Resurgent Financial Advisors
Georgia
$202K -$4.38K -26 -2%
KOC
1837
Koss-Olinger Consulting
Florida
$202K +$199K +1,184 New
PP
1838
Patten & Patten
Tennessee
$200K +$197K +1,172 New
EFSCE
1839
Enterprise Financial Services Corp (EFSC)
Missouri
$200K +$197K +1,172 New
TCM
1840
Tradewinds Capital Management
Washington
$198K +$4.04K +24 +2%
OWP
1841
ORG Wealth Partners
Texas
$192K +$189K +1,124 New
CSC
1842
Caldwell Sutter Capital
California
$191K -$33.7K -200 -15%
BC
1843
Barrett & Company
Rhode Island
$190K – – –
AT
1844
Arlington Trust
Alabama
$189K – – –
BSC
1845
Brown Shipley & Co
United Kingdom
$188K – – –
HGERS
1846
Householder Group Estate & Retirement Specialist
Arizona
$183K +$54.2K +322 +43%
AWM
1847
Avior Wealth Management
Nebraska
$183K +$97K +576 +117%
JFGIW
1848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K +$39.7K +236 +28%
QC
1849
Quent Capital
New York
$180K +$50.8K +302 +40%
AWM
1850
Activest Wealth Management
Florida
$174K -$200K -1,186 -54%
72 73
74
75 76