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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
2451
Bensler
Washington
$284K +$190K +832 New
IWM
2452
Integris Wealth Management
California
$284K +$190K +832 New
BWM
2453
BAM Wealth Management
Colorado
$283K -$136K -596 -42%
DCP
2454
DSM Capital Partners
Florida
$283K +$190K +831 New
RBWA
2455
RFG - Bristol Wealth Advisors
Massachusetts
$283K +$190K +831 New
TWPM
2456
Total Wealth Planning & Management
Florida
$283K +$190K +830 New
NIWA
2457
New Insight Wealth Advisors
California
$282K +$190K +828 New
VDI
2458
Vaughan David Investments
Illinois
$282K +$189K +826 New
AFA
2459
AA Financial Advisors
Ohio
$281K +$189K +825 New
SPW
2460
Signet Private Wealth
Illinois
$281K +$189K +824 New
PFGWM
2461
Price Financial Group Wealth Management
Oregon
$280K +$3.21K +14 +2%
TWM
2462
Triton Wealth Management
Arizona
$280K +$200K +873 New
GK
2463
Graney & King
New York
$280K – – –
EFA
2464
Evernest Financial Advisors
Indiana
$280K +$188K +820 New
CSIC
2465
Clifford Swan Investment Counsel
California
$279K +$187K +819 New
PEWA
2466
Pacific Excel Wealth Advisors
California
$279K +$187K +819 New
HFO
2467
Heritage Family Offices
Arizona
$279K +$187K +819 New
PP
2468
Patten & Patten
Tennessee
$278K +$187K +816 New
TWML
2469
Todd Wealth Management, LLC
Florida
$277K +$186K +813 New
IWS
2470
Integrity Wealth Solutions
Colorado
$277K +$186K +812 New
IAG
2471
Investment Advisory Group
Massachusetts
$277K +$186K +811 New
PAS
2472
PKS Advisory Services
New York
$275K +$184K +806 New
SP
2473
Symmetry Partners
Connecticut
$275K +$184K +805 New
CPG
2474
Cornerstone Planning Group
New Jersey
$274K +$6.41K +28 +4%
SEEDPG
2475
S.E.E.D. Planning Group
New York
$273K +$183K +801 New
97 98
99
100 101