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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2101
Stratos Investment Management
Ohio
$259K +$29.7K +147 +12%
AAG
2102
Asset Advisory Group
New Jersey
$259K +$283K +1,405 New
EWA
2103
Emergent Wealth Advisors
New York
$259K -$97.2K -482 -26%
NRC
2104
New Republic Capital
North Carolina
$258K +$283K +1,403 New
RFA
2105
Rollins Financial Advisors
New York
$257K +$25K +124 +10%
DI
2106
Disciplined Investors
Texas
$257K -$34.1K -169 -11%
DWM
2107
Daner Wealth Management
Georgia
$256K +$25.4K +126 +9%
GCA
2108
Gradient Capital Advisors
California
$255K – – –
HIF
2109
Hill Island Financial
Michigan
$255K -$4.64K -23 -2%
GT
2110
GreatBanc Trust
Illinois
$254K +$1.01K +5 +0.4%
BDF
2111
Black Diamond Financial
Maryland
$253K +$277K +1,371 New
RCP
2112
Rothschild Capital Partners
New York
$252K – – –
FFG
2113
Frisch Financial Group
New York
$252K -$20.6K -102 -7%
WCM
2114
Wedge Capital Management
North Carolina
$252K +$8.07K +40 +3%
DOA
2115
D'Orazio & Associates
Virginia
$251K +$1.82K +9 +0.7%
AP
2116
Atwood & Palmer
Missouri
$251K – – –
PMG
2117
ProVise Management Group
Florida
$251K – – –
AF
2118
Advisornet Financial
Minnesota
$251K -$37.9K -188 -12%
UWM
2119
Urban Wealth Management
California
$250K +$274K +1,357 New
CIP
2120
Capital Insight Partners
Arizona
$249K -$2.4M -11,899 -90%
NFP
2121
NorthLanding Financial Partners
New York
$249K – – –
WLIM
2122
White Lighthouse Investment Management
Massachusetts
$249K – – –
JCM
2123
Jacobsen Capital Management
Utah
$248K +$8.27K +41 +3%
FBB
2124
Fulton Breakefield Broenniman
Maryland
$248K -$32.3K -160 -11%
QFA
2125
Quantum Financial Advisors
California
$246K +$270K +1,338 New
83 84
85
86 87