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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2076
True Wealth Design
Ohio
$67.4K +$29K +157 +66%
AAG
2077
Armstrong Advisory Group
Massachusetts
$66.6K – – –
GA
2078
GoalVest Advisory
New York
$65.9K +$740 +4 +1%
MAM
2079
Meeder Asset Management
Ohio
$65.2K +$21.4K +116 +44%
SIC
2080
SJS Investment Consulting
Ohio
$64.5K +$44K +238 +170%
DCM
2081
Disciplina Capital Management
Tennessee
$63.8K +$37.4K +202 +117%
T
2082
Tidemark
California
$62.5K – – –
SOW
2083
State of Wyoming
Wyoming
$61.1K -$126K -684 -66%
BHWM
2084
Beaird Harris Wealth Management
Texas
$60.4K – – –
UCB
2085
United Community Bank
South Carolina
$59.7K +$64.7K +350 New
CTC
2086
Cetera Trust Company
Minnesota
$59.4K – – –
KHC
2087
Koesten Hirschmann & Crabtree
Kansas
$58.7K – – –
NC
2088
NewSquare Capital
Pennsylvania
$56.3K +$53.6K +290 +725%
EFMH
2089
E Fund Management (HK)
Hong Kong
$56K +$16.1K +87 +36%
AP
2090
Aspect Partners
Virginia
$55.6K +$2.59K +14 +4%
VWM
2091
Vermillion Wealth Management
Minnesota
$55.3K -$18.5K -100 -24%
GK
2092
Graney & King
New York
$55.3K – – –
FMTCOCP
2093
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K +$13.7K +74 +31%
DRS
2094
Deane Retirement Strategies
Louisiana
$51.9K – – –
WOC
2095
West Oak Capital
California
$51.2K – – –
MSFP
2096
Mark Sheptoff Financial Planning
Connecticut
$51.2K – – –
PP
2097
PFS Partners
New Jersey
$51.2K – – –
JWA
2098
JFS Wealth Advisors
Pennsylvania
$51K +$925 +5 +2%
EF
2099
Elite Financial
Idaho
$51K +$55.5K +300 New
CFFP
2100
Center for Financial Planning
Michigan
$50.2K -$1.29K -7 -2%
82 83
84
85 86