Palo Alto Networks Inc

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Palo Alto Networks Inc

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NewIncreasedMaintainedDecreasedLiquidated
33131285
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Thomasville National Bank03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Security National Bank03-31-2021Common Stock14,129Increased6.721.344,550,000.00-3.29322.03Form 13
Modus Advisors, Llc03-31-2021Stock5,955Increased7.670.891,918,000.00-2.44322.08Form 13
Fulton Bank, N.a.03-31-2021Com964Increased11.700.01310,000.001.31643.02Form 13
Trust Co Of Toledo Na /oh/03-31-2021Com8,304Decreased-0.160.482,674,000.00-9.51322.01Form 13
Private Trust Co Na03-31-2021Equities0Liquidated!-100.000.000.000.000.00Form 13
American Research & Management Co.03-31-2021Com175Maintained0.000.0156,000.00-9.68320.00Form 13
Carroll Financial Associates, Inc.03-31-2021Stock159Maintained0.000.0051,000.00-8.93320.75Form 13
Trimtabs Asset Management, Llc03-31-2021Com5,924Decreased-0.620.961,893,000.00-13.48319.55Form 13
Hodges Capital Management Inc.03-31-2021Com3,725New!0.000.171,200,000.000.00322.15Form 13
Bremer Bank National Association03-31-2021Com5,794Increased0.870.431,866,000.00-8.57639.20Form 13
Baldwin Brothers Inc/ma03-31-2021Com18Maintained0.000.006,000.000.00333.33Form 13
First American Bank03-31-2021Common Stock675Maintained0.000.01217,000.00-9.58321.48Form 13
Larson Financial Group Llc03-31-2021Com38Maintained0.000.0014,000.000.00368.42Form 13
Parcion Private Wealth Llc03-31-2021Com1,794Increased3.340.07578,000.00-6.32322.19Form 13
Nbt Bank N A /ny03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Acorn Financial Advisory Services Inc /adv03-31-2021Com2,964Increased4.000.35955,000.00-5.73322.20Form 13
Highpoint Advisor Group Llc03-31-2021Common Stock793Increased4.070.03277,000.00-7.05349.31Form 13
Israel Discount Bank Of New York03-31-2021Com1,436Increased10.890.36463,000.000.65722.15Form 13
Valeo Financial Advisors, Llc03-31-2021Stock5,103Increased3.720.081,643,000.00-6.01321.97Form 13
Clarus Wealth Advisors03-31-2021Com1,000Maintained0.009.99350,000.00-4.11350.00Form 13
Private Capital Group, Llc03-31-2021Common Stock133Decreased-2.920.0143,000.00-12.24323.31Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021Com700Maintained0.000.08225,000.00-9.64321.43Form 13
Hohimer Wealth Management, Llc03-31-2021Com2,895Increased12.690.23932,000.002.08321.93Form 13
Phoenix Wealth Advisors03-31-2021Com450Decreased-25.000.12148,000.00-30.52328.89Form 13
Huntington National Bank03-31-2021Common Stock139Decreased-15.240.0045,000.00-22.41323.74Form 13
Bft Financial Group, Llc03-31-2021Com709Decreased-8.990.06228,000.00-17.69321.58Form 13
West Oak Capital, Llc03-31-2021Com50Maintained0.000.0116,000.00-11.11320.00Form 13
Norway Savings Bank03-31-2021Com6,170Increased5.561.051,987,000.00-4.33645.11Form 13
Redpoint Investment Management Pty Ltd03-31-2021Com2,387Decreased-14.200.06769,000.00-22.24322.16Form 13
Royal London Asset Management Ltd03-31-2021Com34,809Increased3.530.0511,211,000.00-6.16322.07Form 13
Welch & Forbes Llc03-31-2021Com2,178Maintained0.000.01701,000.00-9.43321.85Form 13
Moody National Bank Trust Division03-31-2021Com18,801Decreased-0.080.156,055,000.00-9.45644.17Form 13
Gateway Investment Advisers Llc03-31-2021Com20,274Decreased-28.780.076,529,000.00-35.46322.04Form 13
Farmers & Merchants Investments Inc03-31-2021Com235Increased4.440.0076,000.00-5.00323.40Form 13
Hartford Financial Management Inc.03-31-2021Com56Maintained0.000.0018,000.00-10.00321.43Form 13
Advisornet Financial, Inc03-31-2021Stock69Maintained0.000.0022,000.00-12.00318.84Form 13
Wealthtrust Axiom Llc03-31-2021Com780Decreased-2.500.08251,000.00-11.62321.79Form 13
Clear Street Markets Llc03-31-2021Com100Maintained0.000.353,221,000.00-9.3732,210.00Form 13
Westside Investment Management, Inc.03-31-2021Com58Decreased-19.440.0518,000.00-28.00310.34Form 13
Fdx Advisors, Inc.03-31-2021Common Stock1,952Increased210.330.02629,000.00-67.78322.23Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa03-31-2021Com65New!0.000.0221,000.000.00323.08Form 13
Global Trust Asset Management, Llc03-31-2021Com1,099Decreased-0.720.20354,000.00-9.92322.11Form 13
Global Retirement Partners, Llc03-31-2021Com271Decreased-26.360.0187,000.00-33.59321.03Form 13
Tsfg, Llc03-31-2021Common Stock100Maintained0.000.0232,000.00-11.11320.00Form 13
Sara-bay Financial03-31-2021Com900Maintained0.000.12290,000,000.00-9.38322,222.22Form 13
Gleason Group, Inc.03-31-2021Com400Maintained0.000.05129,000.00-9.15322.50Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock638Increased72.430.00205,000.0056.49321.32Form 13
Rothschild Investment Corp /il03-31-2021Com36,945Decreased-8.001.0311,899,000.00-16.62322.07Form 13
Optimum Investment Advisors03-31-2021Com600Maintained0.000.06193,000.00-9.39321.67Form 13
Windward Capital Management Co /ca03-31-2021Com771Decreased-8.100.02248,000.00-16.78321.66Form 13
Hall Laurie J Trustee03-31-2021Com180Maintained0.000.0258,000.00-9.38322.22Form 13
Cohen Klingenstein Llc03-31-2021Com25,437Maintained0.000.388,192,000.00-9.38322.05Form 13
Dnb Asset Management As03-31-2021Common38,005Increased13.859.9912,239,890,000.003.17322,059.99Form 13
Crossmark Global Holdings, Inc.03-31-2021Com1,230Increased1.150.01396,000.00-8.33321.95Form 13
Burt Wealth Advisors03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Crescent Capital Consulting, Llc03-31-2021Common Stock300Maintained0.000.0296,000.00-10.28640.00Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock175New!0.000.0256,000.000.00320.00Form 13
Cx Institutional03-31-2021Com24Decreased-63.080.008,000.00-66.67333.33Form 13
Xcel Wealth Management, Llc03-31-2021Com2,033Maintained0.000.23655,000.00-9.28322.18Form 13
Symphony Financial, Ltd. Co.03-31-2021Com1,229Increased61.290.11415,000.0054.85337.67Form 13
Wolff Wiese Magana Llc03-31-2021Com359Increased21.690.09116,000.0011.54647.38Form 13
First Financial Corp /in/03-31-2021Common Stock2,165Decreased-14.330.48698,000.00-22.27648.92Form 13
Adirondack Trust Co03-31-2021Information Technology15Maintained0.000.005,000.000.00333.33Form 13
Trust Co Of Vermont03-31-2021Com14,976Increased7.930.364,823,000.00-2.19643.49Form 13
Ami Asset Management Corp03-31-2021Com119,139Decreased-7.282.0138,370,000.00-15.98322.06Form 13
Harbor Investment Advisory, Llc03-31-2021Stock1,124Decreased-53.630.05362,000.00-57.96322.06Form 13
Next Financial Group, Inc03-31-2021Com949Increased4.750.03306,000.00-4.97322.44Form 13
Bogart Wealth, Llc03-31-2021Stock4,549Increased28.500.201,465,000.0016.45322.05Form 13
Columbia Trust Co 0101201603-31-2021Com1,358Increased7.180.27436,000.00-2.90630.66Form 13
Bouvel Investment Partners, Llc03-31-2021Stock9,439Increased5.401.953,040,000.00-4.49322.07Form 13
Appleton Partners Inc/ma03-31-2021Cs16,785Decreased-2.890.505,406,000.00-12.00322.07Form 13
Goodwin Daniel L03-31-2021Com2,500Maintained0.000.42805,000.00-9.45642.17Form 13
Guild Investment Management, Inc.03-31-2021Com4,293Decreased-4.521.481,383,000.00-13.45322.15Form 13
Gilman Hill Asset Management, Llc03-31-2021Com4,584Decreased-22.740.411,476,000.00-30.01321.99Form 13
Surevest, Llc03-31-2021Com16,408Decreased-17.421.605,284,000.00-25.17322.04Form 13
Cmh Wealth Management Llc03-31-2021Com14,990Decreased-35.921.824,828,000.00-41.93322.08Form 13
Covenant Asset Management, Llc03-31-2021Com1,847Maintained0.000.19595,000.00-9.30322.14Form 13
Ifg Advisory, Llc03-31-2021Common Stock1,156Increased23.370.05372,000.0011.71321.80Form 13
Wells Trecaso Financial Group, Llc03-31-2021Com12,728Decreased-0.122.164,099,000.00-9.47648.95Form 13
Landsberg, Bennett, & Dubbaneh Llc03-31-2021Com8,036Increased12.550.382,636,000.003.90328.02Form 13
International Assets Investment Management, Llc03-31-2021Com1,710Increased181.250.05571,000.00164.35677.40Form 13
Berkshire Bank03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Creative Financial Designs Inc /adv03-31-2021Stock300Maintained0.000.0297,000.0032.88323.33Form 13
Bangor Savings Bank03-31-2021Common Stock1,682Decreased-34.530.07542,000.00-40.64322.24Form 13
Northwest Investment Counselors, Llc03-31-2021Com457Maintained0.000.04147,000.000.00321.66Form 13
Tributary Capital Management, Llc03-31-2021Com9,100Maintained0.000.232,931,000.00-9.37322.09Form 13
Exchange Traded Concepts, Llc03-31-2021Com3,954Increased19.600.051,273,000.008.34321.95Form 13
Schwab Charitable Fund03-31-2021Com6,311Maintained0.000.212,033,000.00-9.36322.14Form 13
Regent Investment Management Llc03-31-2021Com1,775Maintained0.000.14572,000.00-9.35322.25Form 13
Private Ocean, Llc03-31-2021Com3Maintained0.000.001,000.000.00333.33Form 13
Gemmer Asset Management Llc03-31-2021Com2,500Maintained0.000.13805,000.00-9.35322.00Form 13
V Wealth Advisors Llc03-31-2021Com647Maintained0.000.04208,000.00-9.57321.48Form 13
Johanson Financial Advisors, Inc.03-31-2021Com695Decreased-8.910.09251,000.00-7.38361.15Form 13
Canal Capital Management, Llc03-31-2021Com6,385Increased9.310.702,056,000.00-0.96322.00Form 13
Intrack Investment Management Inc03-31-2021Com9,772Decreased-7.040.003,147,000.00-15.77322.04Form 13
Atalanta Sosnoff Capital, Llc03-31-2021Com153,454Increased28.831.2249,421,000.0016.74644.11Form 13
Toth Financial Advisory Corp03-31-2021Com40Increased400.000.0013,000.00333.33325.00Form 13