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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2051
Weaver Capital Management
Georgia
$252K +$237K +1,240 New
RPWA
2052
Regent Peak Wealth Advisors
Georgia
$252K +$237K +1,236 New
HKIMG
2053
Hutchens & Kramer Investment Management Group
Indiana
$251K +$27.9K +146 +13%
EIA
2054
Edgemoor Investment Advisors
Maryland
$251K +$4.02K +21 +2%
UPS
2055
UHLMANN PRICE SECURITIES
Illinois
$250K -$13.4K -70 -5%
SAS
2056
Spurstone Advisory Services
Connecticut
$250K +$197K +1,030 +515%
PFM
2057
Patton Fund Management
Texas
$250K – – –
Facet Wealth Inc
2058
Facet Wealth Inc
Maryland
$249K +$234K +1,224 New
AGC
2059
Aspen Grove Capital
Colorado
$248K -$36K -188 -13%
HFP
2060
Holistic Financial Partners
Indiana
$248K +$6.51K +34 +3%
Kestra Investment Management
2061
Kestra Investment Management
Texas
$247K +$42.9K +224 +23%
RIM
2062
Rockbridge Investment Management
New York
$246K – – –
SFCL
2063
Strengthening Families & Communities LLC
Massachusetts
$246K +$231K +1,208 New
CWM
2064
Core Wealth Management
Florida
$246K +$383 +2 +0.2%
FA
2065
Fiducient Advisors
Illinois
$245K -$278K -1,453 -55%
KWM
2066
Keebeck Wealth Management
Illinois
$245K -$191 -1 -0.1%
LA
2067
LVW Advisors
New York
$244K +$34.8K +182 +18%
OFW
2068
Omnia Family Wealth
Florida
$244K -$28.1K -147 -11%
Cohen & Steers
2069
Cohen & Steers
New York
$244K – – –
HB
2070
Horizon Bancorp
Indiana
$244K +$80K +418 +54%
Catalyst Capital Advisors
2071
Catalyst Capital Advisors
New York
$244K -$23K -120 -9%
CWA
2072
Cascade Wealth Advisors
Washington
$243K +$214K +1,120 New
CWA
2073
Consilium Wealth Advisory
Texas
$243K -$22.4K -117 -9%
CCC
2074
Compass Capital Corp
Massachusetts
$242K +$214K +1,118 New
PAM
2075
Peak Asset Management
Colorado
$242K – – –