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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1976
Lauer Wealth
Indiana
$293K +$271K +1,418 New
FMP
1977
Financial Management Professionals
Texas
$293K -$957 -5 -0.3%
SMH
1978
Sanders Morris Harris
Texas
$293K +$275K +1,438 New
SPA
1979
Sherbrooke Park Advisers
New York
$292K +$275K +1,434 New
UBV
1980
United Bank (Virginia)
Virginia
$291K – – –
HAG
1981
HF Advisory Group
Maryland
$291K – – –
EFG
1982
Embree Financial Group
Illinois
$291K +$55.3K +289 +25%
NWMG
1983
National Wealth Management Group
Ohio
$291K +$274K +1,429 New
ABWM
1984
Alpine Bank Wealth Management
Colorado
$291K +$20.7K +108 +8%
JWM
1985
JGP Wealth Management
Oregon
$290K -$1.91K -10 -0.7%
RFA
1986
Resurgent Financial Advisors
Georgia
$290K +$27.8K +145 +11%
QPWM
1987
Quadrant Private Wealth Management
Pennsylvania
$290K +$55.7K +291 +26%
HIF
1988
Hill Island Financial
Michigan
$286K +$574 +3 +0.2%
GWM
1989
GSB Wealth Management
Connecticut
$285K -$766 -4 -0.3%
MCM
1990
M1 Capital Management
Michigan
$285K +$8.42K +44 +3%
MWM
1991
Marion Wealth Management
Pennsylvania
$284K +$2.49K +13 +0.9%
JTWM
1992
Jackson Thornton Wealth Management
Alabama
$284K +$54.7K +286 +28%
MMPW
1993
Mitchell McLeod Pugh & Williams
Alabama
$283K +$245K +1,280 New
EFSCE
1994
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$22.2K -116 -8%
SFO
1995
Stokes Family Office
Louisiana
$283K -$26.8K -140 -9%
GCA
1996
Gradient Capital Advisors
California
$282K +$1.91K +10 +0.7%
BHB
1997
Bank Hapoalim BM
Israel
$281K +$7.66K +40 +3%
PA
1998
Perennial Advisors
New York
$281K – – –
GT
1999
GreatBanc Trust
Illinois
$280K +$263K +1,375 New
RMCM
2000
Reynders McVeigh Capital Management
Massachusetts
$279K -$5.74K -30 -2%
78 79
80
81 82