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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1901
Elite Wealth Management
Washington
$245K +$378 +2 +0.1%
SIG
1902
Sargent Investment Group
Maryland
$245K +$15.7K +83 +6%
FCM
1903
Fortis Capital Management
Washington
$244K +$253K +1,341 New
BPWM
1904
Black Point Wealth Management
Florida
$244K +$253K +1,340 New
BFA
1905
Bill Few Associates
Pennsylvania
$244K +$18.7K +99 +8%
SAM
1906
Sequent Asset Management
Texas
$243K – – –
GWM
1907
GSB Wealth Management
Connecticut
$243K +$1.89K +10 +0.8%
JWM
1908
JGP Wealth Management
Oregon
$243K +$5.29K +28 +2%
OWA
1909
Opal Wealth Advisors
New York
$243K +$20.4K +108 +9%
DCM
1910
Dudley Capital Management
Virginia
$242K – – –
WF
1911
Wayfinding Financial
Washington
$242K +$251K +1,330 New
HB
1912
Horizon Bancorp
Indiana
$241K +$756 +4 +0.3%
MCA
1913
Millennium Capital Advisors
Arkansas
$241K +$7.93K +42 +3%
SRC
1914
Shufro Rose & Co
New York
$240K -$28.3K -150 -10%
CWA
1915
Consilium Wealth Advisory
Texas
$240K – – –
WLIM
1916
White Lighthouse Investment Management
Massachusetts
$240K – – –
CBTWT
1917
Community Bank & Trust (Waco, Texas)
Texas
$240K – – –
TWA
1918
Talisman Wealth Advisors
New Jersey
$239K – – –
MFT
1919
Moisand Fitzgerald Tamayo
Florida
$239K -$3.02K -16 -1%
JCM
1920
Jacobsen Capital Management
Utah
$239K +$2.65K +14 +1%
APF
1921
Alaska Permanent Fund
Alaska
$238K – – –
VW
1922
Veridan Wealth
Oregon
$238K +$246K +1,301 New
WFG
1923
Wormser Freres Gestion
France
$238K +$91.1K +482 +59%
RFP
1924
Root Financial Partners
California
$237K – – –
PA
1925
Promethium Advisors
Maryland
$237K – – –