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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1951
Cedar Mountain Advisors
Oregon
$34.5K – – –
MLA
1952
MB, Levis & Associates
Pennsylvania
$34.2K – – –
SC
1953
Swan Capital
Florida
$34.2K – – –
APW
1954
Atlantic Private Wealth
North Carolina
$34.2K +$33.7K +200 New
OC
1955
Oarsman Capital
Wisconsin
$34.2K +$33.7K +200 New
PSB
1956
Piscataqua Savings Bank
New Hampshire
$34.2K – – –
PGAM
1957
Princeton Global Asset Management
New Jersey
$33.5K +$33K +196 New
PFA
1958
Pathway Financial Advisers
Indiana
$33.5K – – –
MCM
1959
MidAtlantic Capital Management
Virginia
$32.1K – – –
GWSA
1960
Global Wealth Strategies & Associates
Colorado
$32.1K +$3.03K +18 +11%
FPB
1961
First PREMIER Bank
South Dakota
$32K +$10.4K +62 +48%
PWMA
1962
Pension & Wealth Management Advisors
Massachusetts
$31.4K +$31K +184 New
TWD
1963
True Wealth Design
Ohio
$31.1K +$29.6K +176 +2,933%
PP
1964
Pacifica Partners
Canada
$30.8K – – –
SC
1965
Steph & Co
Wisconsin
$30.4K +$6.73K +40 +29%
KWAG
1966
Kiely Wealth Advisory Group
North Carolina
$29.9K – – –
SIS
1967
Strategic Investment Solutions
Illinois
$29.4K +$18.5K +110 +177%
SIS
1968
Sound Income Strategies
Florida
$29.4K +$22.6K +134 +353%
DCM
1969
Disciplina Capital Management
Tennessee
$29.4K +$29K +172 New
IUHSA
1970
Itau Unibanco Holding S.A.
Brazil
$29.1K +$28.6K +170 New
AW
1971
Avion Wealth
Texas
$29K +$2.36K +14 +9%
RTC
1972
Riverview Trust Company
Washington
$27.3K -$20.2K -120 -43%
AIM
1973
Anchor Investment Management
South Carolina
$26.7K – – –
CAL
1974
Capital Advisors Ltd
Ohio
$26K +$13.8K +82 +114%
RA
1975
RiverPark Advisors
New York
$26K -$13.5K -80 -34%