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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
2576
Annex Advisory Services
Wisconsin
$222K +$149K +652 New
FWWM
2577
Fiscal Wisdom Wealth Management
Connecticut
$222K +$149K +652 New
HWM
2578
HRC Wealth Management
Idaho
$222K +$149K +651 New
WFC
2579
Western Financial Corp
California
$221K +$148K +648 New
CCFCSB
2580
Cape Cod Five Cents Savings Bank
Massachusetts
$221K +$148K +648 New
ACM
2581
Allred Capital Management
Texas
$221K +$148K +647 New
CL
2582
CVFG LLC
Indiana
$220K +$148K +645 New
IWM
2583
IMG Wealth Management
Florida
$219K – – –
KAM
2584
Knightsbridge Asset Management
California
$218K +$146K +640 New
YWM
2585
Yoder Wealth Management
California
$218K +$146K +640 New
BTWM
2586
Baker Tilly Wealth Management
Wisconsin
$218K +$146K +638 New
C1AG
2587
Client 1st Advisory Group
Florida
$218K +$146K +638 New
HI
2588
Hoey Investments
Pennsylvania
$217K +$52.2K +228 +56%
SPI
2589
Sutton Place Investors
New York
$217K +$146K +636 New
WKWM
2590
Walter & Keenan Wealth Management
Indiana
$217K +$146K +636 New
NCTC
2591
New Covenant Trust Company
Indiana
$216K +$145K +634 New
FCFC
2592
First Citizens Financial Corp
Iowa
$216K +$145K +633 New
WAAG
2593
Wealth Alliance Advisory Group
Kansas
$216K +$145K +632 New
HI
2594
Hendershot Investments
Virginia
$215K +$144K +631 New
HP
2595
Haven Private
Florida
$215K +$144K +630 New
CAAS
2596
Capital Asset Advisory Services
Michigan
$215K +$144K +629 New
PBO
2597
Peoples Bank (Ohio)
Ohio
$215K +$144K +629 New
SFWC
2598
Strategic Family Wealth Counselors
New Jersey
$214K +$144K +628 New
TF
2599
Tenon Financial
New Jersey
$214K +$144K +628 New
OIA
2600
Oakmont Investment Advisors
Pennsylvania
$214K +$144K +628 New
102 103
104
105 106