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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1976
WMG Financial Advisors
Tennessee
$208K +$225K +1,218 New
ACP
1977
Aveo Capital Partners
Colorado
$206K -$100K -542 -33%
FM
1978
Family Management
New York
$206K -$30.3K -164 -12%
BWA
1979
Boulder Wealth Advisors
Colorado
$205K -$4.81K -26 -2%
CWM
1980
Core Wealth Management
Florida
$205K
IAS
1981
Investment Advisory Services
Texas
$205K
HIF
1982
Hill Island Financial
Michigan
$205K -$2.59K -14 -1%
BWA
1983
BlueSky Wealth Advisors
North Carolina
$205K
CWM
1984
Copia Wealth Management
Oregon
$205K
SFI
1985
SPC Financial Inc
Maryland
$205K +$4.44K +24 +2%
JFGIW
1986
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$142K +768 +178%
GB
1987
Goepper Burkhardt
South Carolina
$205K -$39.8K -215 -15%
GAM
1988
Gemmer Asset Management
California
$204K
PAM
1989
Peak Asset Management
Colorado
$203K
ABC
1990
Associated Banc-Corp
Wisconsin
$202K
AWM
1991
Activest Wealth Management
Florida
$201K +$32.4K +175 +17%
SFPG
1992
Stonebridge Financial Planning Group
Florida
$201K -$46.2K -250 -17%
QL
1993
Quarry LP
New York
$201K +$123K +667 +131%
HFP
1994
Holistic Financial Partners
Indiana
$201K +$2.03K +11 +0.9%
OR
1995
Olympiad Research
Connecticut
$201K +$217K +1,175 New
FWM
1996
FSA Wealth Management
Massachusetts
$200K
HKIMG
1997
Hutchens & Kramer Investment Management Group
Indiana
$200K +$185 +1 +0.1%
IPWA
1998
International Private Wealth Advisors
California
$200K +$2.4K +13 +1%
TCM
1999
Tradewinds Capital Management
Washington
$198K
SBFM
2000
S-Bank Fund Management
Finland
$196K +$213K +1,150 New