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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1851
Richmond Investment Services
Wisconsin
$273K +$283K +1,498 New
AP
1852
Adero Partners
California
$271K -$52.1K -276 -16%
RIM
1853
Rockbridge Investment Management
New York
$271K +$281K +1,490 New
Harel Insurance Investments & Financial Services
1854
Harel Insurance Investments & Financial Services
Israel
$271K -$4.52M -23,920 -94%
CG
1855
Cynosure Group
Utah
$271K -$143K -756 -34%
Mesirow Financial Investment Management
1856
Mesirow Financial Investment Management
Illinois
$270K -$27.2K -144 -9%
CCP
1857
Clarity Capital Partners
California
$269K +$280K +1,480 New
TCTC Holdings
1858
TCTC Holdings
Texas
$269K – – –
SW
1859
SkyOak Wealth
Michigan
$266K -$6.8K -36 -2%
IWN
1860
Independent Wealth Network
Iowa
$266K +$4.91K +26 +2%
CF
1861
Convergence Financial
Missouri
$265K +$35.9K +190 +15%
JPG
1862
Jordan Park Group
California
$264K – – –
SFM
1863
Signet Financial Management
New Jersey
$263K +$273K +1,445 New
WA
1864
Wealth Architects
California
$263K -$21.2K -112 -7%
SWMP
1865
Signature Wealth Management Partners
New Jersey
$262K +$3.78K +20 +1%
Bragg Financial Advisors
1866
Bragg Financial Advisors
North Carolina
$262K – – –
BBA
1867
Baader Bank Aktiengesellschaft
Germany
$262K -$46.5K -246 -15%
MG
1868
McHugh Group
Ohio
$262K +$272K +1,440 New
EPW
1869
Evergreen Private Wealth
Colorado
$261K +$1.13K +6 +0.4%
NCM
1870
NCM Capital Management
New Jersey
$261K – – –
SFPG
1871
Stonebridge Financial Planning Group
Florida
$260K +$37.8K +200 +16%
OCM
1872
Objective Capital Management
Ohio
$260K -$41.6K -220 -13%
IF
1873
Intrua Financial
Texas
$260K +$28.3K +150 +12%
CCA
1874
Childress Capital Advisors
Texas
$259K +$3.02K +16 +1%
PP
1875
Patten & Patten
Tennessee
$259K +$48K +254 +22%