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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1951
Jacobsen Capital Management
Utah
$625K +$7.78K +34 +2%
HCC
1952
Hirtle Callaghan & Co
Pennsylvania
$625K +$420K +1,833 New
WCM
1953
Windward Capital Management
California
$622K -$7.55K -33 -2%
SVCP
1954
Silicon Valley Capital Partners
California
$621K -$171K -746 -29%
MUMSS
1955
Mitsubishi UFJ Morgan Stanley Securities
Japan
$619K -$42.1K -184 -9%
BFA
1956
Bill Few Associates
Pennsylvania
$618K – – –
MA
1957
MBA Advisors
Pennsylvania
$617K -$13.5K -59 -3%
GC
1958
Granville Capital
North Carolina
$617K +$7.33K +32 +2%
TWM
1959
Thryve Wealth Management
Texas
$616K +$229 +1 +0.1%
PCM
1960
Pennsylvania Capital Management
Pennsylvania
$613K +$412K +1,799 New
PIC
1961
Portland Investment Counsel
Ontario, Canada
$612K – – –
MWM
1962
MOKAN Wealth Management
Kansas
$612K +$411K +1,795 New
PAG
1963
Powers Advisory Group
Illinois
$612K +$13.3K +58 +3%
SWA
1964
Serenus Wealth Advisors
California
$611K – – –
MHWM
1965
Montz Harcus Wealth Management
Louisiana
$611K +$88.6K +387 +28%
JWM
1966
Jackson Wealth Management
Florida
$611K -$2.66M -11,602 -87%
CCAL
1967
City Center Advisors LLC
Michigan
$607K +$408K +1,781 New
DWM
1968
Daner Wealth Management
Georgia
$607K +$3.89K +17 +1%
CFG
1969
Carr Financial Group
Massachusetts
$606K +$1.83K +8 +0.5%
MWAM
1970
Manhattan West Asset Management
California
$605K +$13K +57 +3%
GC
1971
Garde Capital
Washington
$605K +$36.9K +161 +10%
JWM
1972
JGP Wealth Management
Oregon
$604K +$21.1K +92 +5%
AIS
1973
AM Investment Strategies
Tennessee
$601K +$8.93K +39 +2%
LJHT
1974
Laurie J. Hall Trustee
$600K – – –
VA
1975
Valmark Advisers
Ohio
$600K -$1.6K -7 -0.4%