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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1951
Catalina Capital Group
California
$307K -$14K -73 -5%
SAM
1952
Strategy Asset Managers
California
$307K -$574 -3 -0.2%
LCGC
1953
Legacy Capital Group California
California
$307K +$32K +167 +12%
FBB
1954
Fulton Breakefield Broenniman
Maryland
$306K +$32.4K +169 +13%
GWP
1955
Gateway Wealth Partners
Wisconsin
$305K -$8.23K -43 -3%
PWAM
1956
Private Wealth Asset Management
Iowa
$305K -$161K -840 -36%
CCIA
1957
Cherry Creek Investment Advisors
Colorado
$303K
YP
1958
YANKCOM Partnership
South Dakota
$303K +$23.2K +121 +9%
1WA
1959
180 Wealth Advisors
Washington
$303K -$7.47K -39 -3%
MCA
1960
Martin Capital Advisors
Texas
$301K +$283K +1,479 New
TH
1961
TCTC Holdings
Texas
$301K
FFG
1962
Frisch Financial Group
New York
$299K +$12.1K +63 +4%
CIA
1963
Caerus Investment Advisors
Texas
$299K +$281K +1,467 New
ICP
1964
Impact Capital Partners
Colorado
$297K -$8.23K -43 -3%
WWMSC
1965
Wagner Wealth Management (South Carolina)
South Carolina
$297K +$16.5K +86 +6%
WAM
1966
Wakefield Asset Management
Colorado
$296K
DWM
1967
Daner Wealth Management
Georgia
$296K +$272K +1,423 New
CCA
1968
Cobblestone Capital Advisors
New York
$296K -$3.45K -18 -1%
WFA
1969
WMG Financial Advisors
Tennessee
$296K +$44.8K +234 +19%
JPG
1970
Jordan Park Group
California
$296K
BFA
1971
Bill Few Associates
Pennsylvania
$295K +$28.7K +150 +12%
MG
1972
McHugh Group
Ohio
$294K +$957 +5 +0.3%
AA
1973
ABC Arbitrage
France
$294K +$277K +1,445 New
FA
1974
Fountainhead AM
New Jersey
$293K +$957 +5 +0.3%
PAG
1975
Powers Advisory Group
Illinois
$293K +$45K +235 +20%