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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
1926
Turning Point Benefit Group
Maryland
$633K +$37.3K +163 +10%
LD
1927
Lipe & Dalton
New York
$631K -$22.9K -100 -5%
AIC
1928
Archer Investment Corporation
Indiana
$630K – – –
CL
1929
CLG LLC
California
$629K -$262K -1,145 -38%
OBWG
1930
Onyx Bridge Wealth Group
New York
$629K +$4.58K +20 +1%
TYCC
1931
Texas Yale Capital Corp
Florida
$629K +$43K +188 +11%
TA
1932
TrueWealth Advisors
Alabama
$628K -$652K -2,847 -61%
BFG
1933
Beacon Financial Group
Texas
$628K -$61.8K -270 -13%
AF
1934
Advisornet Financial
Minnesota
$628K +$113K +494 +37%
FB
1935
First Bancorp
Maine
$626K – – –
PCM
1936
Princeton Capital Management
New Jersey
$625K +$91.6K +400 +28%
JCM
1937
Jacobsen Capital Management
Utah
$625K +$7.78K +34 +2%
HCC
1938
Hirtle Callaghan & Co
Pennsylvania
$625K +$420K +1,833 New
WCM
1939
Windward Capital Management
California
$622K -$7.55K -33 -2%
MUMSS
1940
Mitsubishi UFJ Morgan Stanley Securities
Japan
$619K -$42.1K -184 -9%
BFA
1941
Bill Few Associates
Pennsylvania
$618K – – –
MA
1942
MBA Advisors
Pennsylvania
$617K -$13.5K -59 -3%
GC
1943
Granville Capital
North Carolina
$617K +$7.33K +32 +2%
TWM
1944
Thryve Wealth Management
Texas
$616K +$229 +1 +0.1%
PCM
1945
Pennsylvania Capital Management
Pennsylvania
$613K +$412K +1,799 New
PIC
1946
Portland Investment Counsel
Ontario, Canada
$612K – – –
MWM
1947
MOKAN Wealth Management
Kansas
$612K +$411K +1,795 New
PAG
1948
Powers Advisory Group
Illinois
$612K +$13.3K +58 +3%
SWA
1949
Serenus Wealth Advisors
California
$611K – – –
MHWM
1950
Montz Harcus Wealth Management
Louisiana
$611K +$88.6K +387 +28%
76 77
78
79 80