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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1976
Nadler Financial Group
Illinois
$586K -$4.12K -18 -1%
WWMSC
1977
Wagner Wealth Management (South Carolina)
South Carolina
$584K -$19.7K -86 -5%
BRG
1978
Bay Rivers Group
Virginia
$581K -$53.8K -235 -12%
ICP
1979
Impact Capital Partners
Colorado
$581K -$27.2K -119 -7%
BDL
1980
Banque de Luxembourg
Luxembourg
$580K -$151K -661 -28%
RF
1981
Rossby Financial
Florida
$580K -$22.2K -97 -5%
CMAI
1982
Capital Management Associates Inc
Minnesota
$580K +$29.8K +130 +8%
RFP
1983
Root Financial Partners
California
$579K -$19.2K -84 -5%
OWG
1984
Oxford Wealth Group
Florida
$578K -$31.1K -136 -7%
HFP
1985
Holistic Financial Partners
Indiana
$578K -$15.6K -68 -4%
SWGC
1986
Summit Wealth Group (Colorado)
Colorado
$576K +$58.6K +256 +18%
YP
1987
YANKCOM Partnership
South Dakota
$576K -$12.8K -56 -3%
S
1988
Sunpointe
Missouri
$575K +$2.06K +9 +0.5%
GWM
1989
Greenline Wealth Management
Florida
$575K +$37.1K +162 +11%
FFA
1990
Florida Financial Advisors
Florida
$574K +$6.64K +29 +2%
FUBT
1991
First United Bank & Trust
Maryland
$571K +$138K +602 +56%
SIA
1992
Strategic Investment Advisors
Michigan
$570K +$45.1K +197 +13%
OQS
1993
Occudo Quantitative Strategies
Florida
$568K +$381K +1,666 New
AWA
1994
Amplius Wealth Advisors
Pennsylvania
$567K +$381K +1,663 New
PCS
1995
Personal CFO Solutions
New Jersey
$567K +$90.2K +394 +31%
WI
1996
WBI Investments
New Jersey
$565K +$379K +1,656 New
GA
1997
Goldstein Advisors
Wisconsin
$564K +$379K +1,654 New
OCM
1998
One Capital Management
California
$560K – – –
LFS
1999
Legacy Financial Strategies
Kansas
$559K -$43.7K -191 -10%
VFA
2000
Voya Financial Advisors
Connecticut
$558K -$148K -647 -28%
78 79
80
81 82