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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1926
Moss Adams Wealth Advisors
Washington
$236K +$13K +69 +6%
MAM
1927
Martingale Asset Management
Massachusetts
$236K +$245K +1,296 New
FFA
1928
Founders Financial Alliance
North Carolina
$235K
GPWM
1929
Grant Private Wealth Management
California
$235K +$244K +1,294 New
DI
1930
Disciplined Investors
Texas
$235K +$265K +1,401 New
LGG
1931
Luts & Greenleigh Group
Maryland
$235K -$378 -2 -0.2%
4WM
1932
49 Wealth Management
Texas
$235K +$1.13K +6 +0.5%
AAS
1933
Annex Advisory Services
Wisconsin
$234K +$243K +1,288 New
FHC
1934
First Heartland Consultants
Missouri
$234K +$243K +1,284 New
BPW
1935
Bingham Private Wealth
California
$233K +$242K +1,282 New
YP
1936
YANKCOM Partnership
South Dakota
$233K +$242K +1,282 New
MAG
1937
MRA Advisory Group
New Jersey
$232K +$4.34K +23 +2%
SWM
1938
Shelton Wealth Management
Texas
$232K +$241K +1,275 New
FPCP
1939
Fort Point Capital Partners
California
$232K +$13.6K +72 +6%
AGP
1940
Autumn Glory Partners
Texas
$231K -$240K -1,268 -50%
SAF
1941
Smith Anglin Financial
Texas
$231K +$1.89K +10 +0.8%
BCG
1942
BayBridge Capital Group
California
$229K +$238K +1,260 New
WCM
1943
Wedge Capital Management
North Carolina
$229K
WWMSC
1944
Wagner Wealth Management (South Carolina)
South Carolina
$229K +$238K +1,258 New
SMH
1945
Sanders Morris Harris
Texas
$228K
CI
1946
Ceera Investments
Texas
$227K
FMWA
1947
Forvis Mazars Wealth Advisors
Missouri
$227K
WIM
1948
Westside Investment Management
California
$227K -$3.02K -16 -1%
BTWM
1949
Brass Tax Wealth Management
Ohio
$227K
RFA
1950
Rollins Financial Advisors
New York
$227K