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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
2101
Alpine Bank Wealth Management
Colorado
$487K – – –
ISWM
2102
Independent Solutions Wealth Management
New York
$486K +$326K +1,426 New
ET
2103
Equitable Trust
Tennessee
$486K +$15.6K +68 +5%
TFA
2104
Transamerica Financial Advisors
Florida
$485K +$59.7K +261 +22%
CSPIA
2105
Cary Street Partners Investment Advisory
Virginia
$484K +$91.6K +400 +39%
AAG
2106
Armstrong Advisory Group
Massachusetts
$484K -$62.7K -274 -16%
NWM
2107
Nolet Wealth Management
Texas
$483K +$6.41K +28 +2%
IC
2108
IKE Capital
New York
$483K – – –
RA
2109
Rational Advisors
New York
$483K -$832K -3,633 -72%
FGWP
2110
Founders Grove Wealth Partners
Virginia
$480K +$20.6K +90 +7%
SWM
2111
Shelton Wealth Management
Texas
$480K -$245K -1,072 -43%
SMA
2112
Seven Mile Advisory
New Jersey
$480K -$52.2K -228 -14%
AWM
2113
Aviso Wealth Management
Washington
$479K -$9.38K -41 -3%
DI
2114
Disciplined Investors
Texas
$479K -$8.47K -37 -3%
ALA
2115
Atlas Legacy Advisors
California
$478K +$335K +1,463 New
GCM
2116
Gables Capital Management
Florida
$477K +$45.8K +200 +17%
AWM
2117
Aries Wealth Management
Maine
$477K +$320K +1,400 New
CMF
2118
Counterpoint Mutual Funds
California
$476K +$320K +1,397 New
SIG
2119
Sargent Investment Group
Maryland
$476K -$113K -495 -26%
FC
2120
Fusion Capital
South Carolina
$475K +$319K +1,392 New
BOH
2121
Bank of Hawaii
Hawaii
$475K -$18.8K -82 -6%
Vanguard National Trust
2122
Vanguard National Trust
Pennsylvania
$473K +$33.9K +148 +12%
AAG
2123
Asset Advisory Group
New Jersey
$473K – – –
SFG
2124
Sunburst Financial Group
Alabama
$472K – – –
SFG
2125
Strive Financial Group
Indiana
$471K +$167K +730 +112%