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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1901
Sargent Investment Group
Maryland
$245K +$15.7K +83 +6%
FCM
1902
Fortis Capital Management
Washington
$244K +$253K +1,341 New
BPWM
1903
Black Point Wealth Management
Florida
$244K +$253K +1,340 New
BFA
1904
Bill Few Associates
Pennsylvania
$244K +$18.7K +99 +8%
SAM
1905
Sequent Asset Management
Texas
$243K
GWM
1906
GSB Wealth Management
Connecticut
$243K +$1.89K +10 +0.8%
JWM
1907
JGP Wealth Management
Oregon
$243K +$5.29K +28 +2%
OWA
1908
Opal Wealth Advisors
New York
$243K +$20.4K +108 +9%
DCM
1909
Dudley Capital Management
Virginia
$242K
WF
1910
Wayfinding Financial
Washington
$242K +$251K +1,330 New
HB
1911
Horizon Bancorp
Indiana
$241K +$756 +4 +0.3%
MCA
1912
Millennium Capital Advisors
Arkansas
$241K +$7.93K +42 +3%
SRC
1913
Shufro Rose & Co
New York
$240K -$28.3K -150 -10%
CWA
1914
Consilium Wealth Advisory
Texas
$240K
WLIM
1915
White Lighthouse Investment Management
Massachusetts
$240K
CBTWT
1916
Community Bank & Trust (Waco, Texas)
Texas
$240K
TWA
1917
Talisman Wealth Advisors
New Jersey
$239K
MFT
1918
Moisand Fitzgerald Tamayo
Florida
$239K -$3.02K -16 -1%
JCM
1919
Jacobsen Capital Management
Utah
$239K +$2.65K +14 +1%
APF
1920
Alaska Permanent Fund
Alaska
$238K
VW
1921
Veridan Wealth
Oregon
$238K +$246K +1,301 New
WFG
1922
Wormser Freres Gestion
France
$238K +$91.1K +482 +59%
RFP
1923
Root Financial Partners
California
$237K
PA
1924
Promethium Advisors
Maryland
$237K
SSWM
1925
Smith Salley Wealth Management
North Carolina
$236K +$245K +1,298 New