Palo Alto Networks, Inc.
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Mizuho Markets Cayman LP | 2,367 | 570,105 | +567,738 | 0.02 | 7.29 | +7.27 | buy |
| Robeco Institutional Asset Management B.V. | 1,184,476 | 1,565,744 | +381,268 | 0.27 | 0.66 | +0.39 | buy |
| ABN AMRO INVESTMENT SOLUTIONS | 374,445 | 543,970 | +169,525 | 0.78 | 1.61 | +0.82 | buy |
| OFI INVEST ASSET MANAGEMENT | 482,616 | 636,643 | +154,027 | 0.89 | 1.90 | +1.01 | buy |
| Global X Japan Co., Ltd. | 36,400 | 181,422 | +145,022 | 0.30 | 2.28 | +1.98 | buy |
| Sava Infond d.o.o. | 76,970 | 126,340 | +49,370 | 1.75 | 3.06 | +1.30 | buy |
| SAPIENT CAPITAL LLC | 96,908 | 134,869 | +37,961 | 0.23 | 0.60 | +0.37 | buy |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 197,529 | 226,065 | +28,536 | 0.43 | 0.94 | +0.51 | buy |
| Addenda Capital Inc. | 27,602 | 53,708 | +26,106 | 0.12 | 0.50 | +0.37 | buy |
| IFM Investors Pty Ltd | 165,229 | 186,273 | +21,044 | 0.22 | 0.42 | +0.20 | buy |
| Bank Pictet & Cie (Europe) AG | 96,962 | 115,327 | +18,365 | 0.33 | 0.77 | +0.44 | buy |
| PATTON FUND MANAGEMENT, INC. | 1,339 | 16,697 | +15,358 | 0.04 | 1.23 | +1.20 | buy |
| JACKSON SQUARE CAPITAL, LLC | 22,617 | 36,822 | +14,205 | 0.76 | 1.75 | +0.99 | buy |
| Nilsine Partners, LLC | 12,567 | 23,363 | +10,796 | 0.18 | 0.55 | +0.37 | buy |
| Czech National Bank | 220,076 | 230,842 | +10,766 | 0.23 | 0.43 | +0.20 | buy |
| Avanza Fonder AB | 44,589 | 55,034 | +10,445 | 0.20 | 0.41 | +0.21 | buy |
| Avior Wealth Management, LLC | 6,833 | 16,988 | +10,155 | 0.03 | 0.15 | +0.12 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 13,774 | 19,881 | +6,107 | 0.25 | 0.68 | +0.43 | buy |
| MOODY LYNN & LIEBERSON, LLC | 35,302 | 41,381 | +6,079 | 0.32 | 0.74 | +0.43 | buy |
| NWAM LLC | 3,352 | 7,541 | +4,189 | 0.03 | 0.13 | +0.10 | buy |
| RMR Wealth Builders | 19,472 | 23,435 | +3,963 | 0.25 | 0.50 | +0.25 | buy |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 112,891 | 116,563 | +3,672 | 0.15 | 0.27 | +0.13 | buy |
| NORTHEAST INVESTMENT MANAGEMENT | 151,363 | 154,929 | +3,566 | 1.00 | 1.95 | +0.94 | buy |
| BIRCHBROOK, INC. | 174 | 3,611 | +3,437 | 0.01 | 0.58 | +0.56 | buy |
| E Fund Management (Hong Kong) Co., Ltd. | 2,880 | 5,903 | +3,023 | 0.21 | 0.67 | +0.46 | buy |
| Thomasville National Bank | 239,793 | 242,809 | +3,016 | 2.74 | 4.55 | +1.81 | buy |
| Taylor Frigon Capital Management LLC | 9,826 | 12,837 | +3,011 | 0.90 | 2.05 | +1.15 | buy |
| Cyndeo Wealth Partners, LLC | 26,324 | 29,300 | +2,976 | 0.22 | 0.47 | +0.25 | buy |
| WealthBridge Investment Counsel Inc. | 31,168 | 33,913 | +2,745 | 1.53 | 3.09 | +1.56 | buy |
| Vanguard Capital Wealth Advisors | 3,446 | 6,151 | +2,705 | 0.51 | 1.42 | +0.91 | buy |
| YHB Investment Advisors, Inc. | 47,614 | 50,219 | +2,605 | 0.55 | 1.10 | +0.55 | buy |
| JUNCTURE WEALTH STRATEGIES, LLC | 5,952 | 8,455 | +2,503 | 0.32 | 0.75 | +0.43 | buy |
| Security National Bank | 82,574 | 84,869 | +2,295 | 1.93 | 3.45 | +1.53 | buy |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 2,327 | 4,514 | +2,187 | 0.04 | 0.13 | +0.09 | buy |
| BURNS J W & CO INC/NY | 35,062 | 37,210 | +2,148 | 0.64 | 1.32 | +0.68 | buy |
| Venturi Wealth Management, LLC | 30,877 | 32,855 | +1,978 | 0.22 | 0.43 | +0.21 | buy |
| Aaron Wealth Advisors LLC | 5,277 | 7,166 | +1,889 | 0.05 | 0.12 | +0.08 | buy |
| Liberty Capital Management, Inc. | 19,704 | 21,448 | +1,744 | 0.68 | 1.26 | +0.58 | buy |
| Welch Group, LLC | 49,841 | 51,532 | +1,691 | 0.30 | 0.60 | +0.30 | buy |
| Fifth Third Wealth Advisors LLC | 30,489 | 32,165 | +1,676 | 0.17 | 0.31 | +0.14 | buy |
| INVESCO, LLC | 10,562 | 12,048 | +1,486 | 0.59 | 1.27 | +0.68 | buy |
| Mattern Wealth Management LLC | 1,687 | 3,137 | +1,450 | 0.05 | 0.18 | +0.12 | buy |
| HOWARD FINANCIAL SERVICES, LTD. | 2,398 | 3,801 | +1,403 | 0.04 | 0.13 | +0.09 | buy |
| Trust Asset Management LLC | 7,238 | 8,639 | +1,401 | 0.08 | 0.18 | +0.10 | buy |
| PHYSICIANS FINANCIAL SERVICES, INC. | 2,271 | 3,646 | +1,375 | 0.10 | 0.31 | +0.21 | buy |
| Clarendon Private LLC | 2,036 | 3,376 | +1,340 | 0.25 | 0.74 | +0.49 | buy |
| Wealth Group, Ltd. | 2,330 | 3,646 | +1,316 | 0.35 | 0.31 | -0.04 | buy |
| TEMA ETFS LLC | 12,680 | 13,985 | +1,305 | 0.14 | 0.15 | +0.02 | buy |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 36,341 | 37,508 | +1,167 | 0.71 | 1.33 | +0.62 | buy |
| Accurate Wealth Management, LLC | 3,691 | 4,827 | +1,136 | 0.07 | 0.15 | +0.08 | buy |
| Formidable Asset Management, LLC | 5,292 | 6,372 | +1,080 | 0.15 | 0.16 | +0.01 | buy |
| Plancorp, LLC | 3,715 | 4,789 | +1,074 | 0.02 | 0.04 | +0.02 | buy |
| EVERPAR ADVISORS LLC | 3,342 | 4,402 | +1,060 | 0.18 | 0.43 | +0.24 | buy |
| SAX WEALTH ADVISORS, LLC | 7,494 | 8,543 | +1,049 | 0.07 | 0.06 | -0.01 | buy |
| Red Door Wealth Management, LLC | 20,296 | 21,314 | +1,018 | 0.34 | 0.66 | +0.33 | buy |
| PKO Investment Management Joint-Stock Co | 25,000 | 26,000 | +1,000 | 0.34 | 0.64 | +0.31 | buy |
| FORBES J M & CO LLP | 39,039 | 39,992 | +953 | 0.53 | 1.07 | +0.54 | buy |
| Mirador Capital Partners LP | 49,268 | 50,198 | +930 | 1.12 | 2.10 | +0.98 | buy |
| Interchange Capital Partners, LLC | 4,392 | 5,317 | +925 | 0.24 | 0.34 | +0.11 | buy |
| SteelPeak Wealth, LLC | 20,481 | 21,255 | +774 | 0.10 | 0.19 | +0.09 | buy |
| Nicholas Wealth, LLC. | 5,821 | 6,579 | +758 | 0.64 | 1.23 | +0.59 | buy |
| Brookwood Investment Group LLC | 6,613 | 7,367 | +754 | 0.14 | 0.29 | +0.16 | buy |
| XML Financial, LLC | 4,097 | 4,847 | +750 | 0.05 | 0.12 | +0.07 | buy |
| Wedmont Private Capital | 9,096 | 9,833 | +737 | 0.05 | 0.09 | +0.04 | buy |
| GREENLEAF TRUST | 16,623 | 17,345 | +722 | 0.03 | 0.06 | +0.03 | buy |
| Linden Thomas Advisory Services, LLC | 37,621 | 38,340 | +719 | 0.58 | 1.05 | +0.47 | buy |
| TrueMark Investments, LLC | 5,095 | 5,797 | +702 | 0.16 | 0.25 | +0.09 | buy |
| Magnus Financial Group LLC | 27,041 | 27,737 | +696 | 0.35 | 0.67 | +0.32 | buy |
| Talbot Financial, LLC | 73,119 | 73,812 | +693 | 0.99 | 1.85 | +0.87 | buy |
| Segment Wealth Management, LLC | 15,402 | 16,069 | +667 | 0.14 | 0.28 | +0.14 | buy |
| OLD NATIONAL BANCORP /IN/ | 22,130 | 22,754 | +624 | 0.06 | 0.15 | +0.10 | buy |
| Relyea Zuckerberg Hanson LLC | 1,603 | 2,225 | +622 | 0.03 | 0.06 | +0.04 | buy |
| FIRST UNITED BANK & TRUST | 1,073 | 1,675 | +602 | 0.06 | 0.16 | +0.11 | buy |
| Martin Capital Advisors, LLP | 1,618 | 2,212 | +594 | 0.16 | 0.40 | +0.23 | buy |
| Accredited Investors Inc. | 3,517 | 4,102 | +585 | 0.03 | 0.06 | +0.03 | buy |
| Baader Bank Aktiengesellschaft | 2,250 | 2,835 | +585 | 0.04 | 0.08 | +0.04 | buy |
| Greenbush Financial Group, LLC | 19,391 | 19,976 | +585 | 1.03 | 2.00 | +0.97 | buy |
| Rydar Equities, Inc. | 5,521 | 6,100 | +579 | 0.69 | 1.25 | +0.57 | buy |
| Confluence Wealth Services, Inc. | 1,835 | 2,397 | +562 | 0.01 | 0.02 | +0.01 | buy |
| Sky Investment Group LLC | 12,088 | 12,646 | +558 | 0.33 | 0.68 | +0.34 | buy |
| Sterling Investment Counsel, LLC | 12,533 | 13,083 | +550 | 0.56 | 1.05 | +0.49 | buy |
| CHICAGO TRUST Co NA | 5,254 | 5,793 | +539 | 0.13 | 0.29 | +0.15 | buy |
| Canopy Partners, LLC | 2,200 | 2,711 | +511 | 0.12 | 0.28 | +0.16 | buy |
| Strategic Investment Solutions, Inc. /IL | 514 | 1,014 | +500 | 0.02 | 0.08 | +0.06 | buy |
| Westmount Partners, LLC | 4,600 | 5,100 | +500 | 0.18 | 0.38 | +0.20 | buy |
| Steigerwald, Gordon & Koch Inc. | 1,987 | 2,485 | +498 | 0.03 | 0.08 | +0.05 | buy |
| BARRETT & COMPANY, INC. | 238 | 732 | +494 | 0.01 | 0.07 | +0.06 | buy |
| Leelyn Smith, LLC | 10,929 | 11,419 | +490 | 0.25 | 0.47 | +0.23 | buy |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 2,859 | 3,339 | +480 | 0.25 | 0.54 | +0.28 | buy |
| Aprio Wealth Management, LLC | 6,256 | 6,728 | +472 | 0.05 | 0.11 | +0.06 | buy |
| Premier Path Wealth Partners, LLC | 5,939 | 6,411 | +472 | 0.12 | 0.25 | +0.13 | buy |
| Winthrop Advisory Group LLC | 1,550 | 2,000 | +450 | 0.02 | 0.05 | +0.03 | buy |
| FIRST CITIZENS BANK & TRUST CO | 7,761 | 8,208 | +447 | 0.03 | 0.04 | +0.02 | buy |
| Barnes Dennig Private Wealth Management LLC | 339 | 782 | +443 | 0.05 | 0.21 | +0.16 | buy |
| Malaga Cove Capital, LLC | 2,559 | 2,992 | +433 | 0.15 | 0.32 | +0.18 | buy |
| Columbia Bank | 11,996 | 12,429 | +433 | 0.55 | 0.95 | +0.40 | buy |
| Legacy Advisors, LLC | 2,035 | 2,456 | +421 | 0.04 | 0.08 | +0.04 | buy |
| Global Financial Private Client, LLC | 7,925 | 8,341 | +416 | 0.42 | 0.77 | +0.36 | buy |
| WHITENER CAPITAL MANAGEMENT, INC. | 11,897 | 12,312 | +415 | 0.44 | 0.89 | +0.45 | buy |
| Investment Research & Advisory Group, Inc. | 11,679 | 12,081 | +402 | 0.65 | 1.27 | +0.62 | buy |