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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1976
Core Wealth Management
Florida
$219K
IAS
1977
Investment Advisory Services
Texas
$219K -$58.2K -308 -20%
PFGIA
1978
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$227K +1,201 New
BWA
1979
BlueSky Wealth Advisors
North Carolina
$218K
CWM
1980
Copia Wealth Management
Oregon
$218K +$227K +1,200 New
GAM
1981
Gemmer Asset Management
California
$218K
CIAM
1982
Caitong International Asset Management
Hong Kong
$218K +$226K +1,198 New
HNWAG
1983
High Net Worth Advisory Group
Florida
$217K
PAM
1984
Peak Asset Management
Colorado
$216K
FWA
1985
FSM Wealth Advisors
Ohio
$216K +$230K +1,220 New
KFA
1986
Krane Funds Advisors
New York
$216K +$224K +1,186 New
ABC
1987
Associated Banc-Corp
Wisconsin
$215K +$224K +1,184 New
NFG
1988
Nadler Financial Group
Illinois
$214K -$2.27K -12 -1%
AWG
1989
Altus Wealth Group
Colorado
$214K +$222K +1,176 New
SFI
1990
SPC Financial Inc
Maryland
$214K +$222K +1,176 New
FWM
1991
FSA Wealth Management
Massachusetts
$214K -$81.6K -432 -27%
IA
1992
Intellus Advisors
Florida
$214K +$222K +1,174 New
PFA
1993
Pure Financial Advisors
California
$214K +$222K +1,174 New
HCP
1994
Hexagon Capital Partners
Arkansas
$213K +$43.1K +228 +24%
HKIMG
1995
Hutchens & Kramer Investment Management Group
Indiana
$213K +$221K +1,172 New
CHP
1996
Cable Hill Partners
Oregon
$213K +$221K +1,170 New
PFC
1997
Phocas Financial Corp
California
$213K +$221K +1,170 New
RFA
1998
Resurgent Financial Advisors
Georgia
$213K -$2.83K -15 -1%
PCS
1999
Personal CFO Solutions
New Jersey
$213K +$221K +1,168 New
GLA
2000
Good Life Advisors
Pennsylvania
$212K -$58.8K -311 -21%