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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1976
Clarity Financial
Texas
$598K -$24.2M -105,752 -98%
WA
1977
WBH Advisory
Maryland
$597K – – –
WAM
1978
WNY Asset Management
New York
$597K +$10.8K +47 +3%
LCWP
1979
Legacy Capital Wealth Partners
Arkansas
$597K -$52K -227 -11%
PIWA
1980
Prevail Innovative Wealth Advisors
Kansas
$595K +$7.55K +33 +2%
1WM
1981
1900 Wealth Management
Texas
$592K +$397K +1,736 New
NFG
1982
Northbridge Financial Group
Florida
$592K +$397K +1,736 New
JCIA
1983
Jackson Creek Investment Advisors
Colorado
$591K -$15.6K -68 -4%
CCAM
1984
Cascades Capital Asset Management
North Carolina
$590K -$59.3K -259 -13%
CPW
1985
Cove Private Wealth
New York
$590K +$4.12K +18 +1%
PWP
1986
Precedent Wealth Partners
Texas
$590K +$396K +1,729 New
3IP
1987
3Chopt Investment Partners
Virginia
$587K +$394K +1,720 New
EA
1988
Ellsworth Advisors
Ohio
$586K – – –
GRWP
1989
Green Ridge Wealth Planning
New Jersey
$586K +$229 +1 +0.1%
HCM
1990
Highview Capital Management
Illinois
$586K +$393K +1,718 New
NFG
1991
Nadler Financial Group
Illinois
$586K -$4.12K -18 -1%
WWMSC
1992
Wagner Wealth Management (South Carolina)
South Carolina
$584K -$19.7K -86 -5%
BRG
1993
Bay Rivers Group
Virginia
$581K -$53.8K -235 -12%
ICP
1994
Impact Capital Partners
Colorado
$581K -$27.2K -119 -7%
BDL
1995
Banque de Luxembourg
Luxembourg
$580K -$151K -661 -28%
RF
1996
Rossby Financial
Florida
$580K -$22.2K -97 -5%
CMAI
1997
Capital Management Associates Inc
Minnesota
$580K +$29.8K +130 +8%
RFP
1998
Root Financial Partners
California
$579K -$19.2K -84 -5%
OWG
1999
Oxford Wealth Group
Florida
$578K -$31.1K -136 -7%
HFP
2000
Holistic Financial Partners
Indiana
$578K -$15.6K -68 -4%
78 79
80
81 82