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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
MLA
1826
My Legacy Advisors
Oregon
$346K +$335K +1,804 New
AAMC
1827
Asset Allocation & Management Company
Illinois
$346K – – –
IA
1828
Intellus Advisors
Florida
$346K +$46.4K +250 +17%
NHT
1829
New Hampshire Trust
New Hampshire
$345K – – –
BFIM
1830
Beese Fulmer Investment Management
Ohio
$345K +$66.9K +360 +27%
TCWA
1831
Turtle Creek Wealth Advisors
Texas
$345K +$313K +1,686 New
WPW
1832
Watershed Private Wealth
Illinois
$345K -$4.64K -25 -1%
CA
1833
Cambridge Advisors
Nebraska
$344K +$5.57K +30 +2%
OL
1834
OneFund LLC
Florida
$344K -$1.67K -9 -0.5%
GF
1835
Gries Financial
Ohio
$344K +$6.5K +35 +2%
EGA
1836
E&G Advisors
Texas
$344K – – –
CNBTD
1837
Citizens National Bank Trust Department
Mississippi
$343K – – –
WF
1838
Whelan Financial
California
$342K +$52.2K +281 +20%
BFWA
1839
Benchmark Financial Wealth Advisors
Florida
$342K +$310K +1,669 New
RFA
1840
Register Financial Advisors
Georgia
$341K +$13K +70 +4%
SFP
1841
Shepherd Financial Partners
Massachusetts
$340K +$1.67K +9 +0.5%
TWA
1842
TCI Wealth Advisors
Arizona
$340K +$308K +1,661 New
KRW
1843
Kaufman Rossin Wealth
Florida
$340K -$40.3K -217 -12%
KCP
1844
Kera Capital Partners
California
$339K +$308K +1,657 New
MWM
1845
Mattern Wealth Management
Kansas
$336K -$156K -842 -34%
GC
1846
Garde Capital
Washington
$336K – – –
ORG
1847
Optimist Retirement Group
Washington
$336K +$27.1K +146 +10%
MAWA
1848
Moss Adams Wealth Advisors
Washington
$335K +$11.3K +61 +4%
CAM
1849
Claret Asset Management
Quebec, Canada
$333K -$14.7K -79 -5%
LCWP
1850
Legacy Capital Wealth Partners
Arkansas
$333K -$3.16K -17 -1%