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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2601
CVFG LLC
Indiana
$220K +$148K +645 New
IWM
2602
IMG Wealth Management
Florida
$219K – – –
KAM
2603
Knightsbridge Asset Management
California
$218K +$146K +640 New
YWM
2604
Yoder Wealth Management
California
$218K +$146K +640 New
BTWM
2605
Baker Tilly Wealth Management
Wisconsin
$218K +$146K +638 New
C1AG
2606
Client 1st Advisory Group
Florida
$218K +$146K +638 New
HI
2607
Hoey Investments
Pennsylvania
$217K +$52.2K +228 +56%
SPI
2608
Sutton Place Investors
New York
$217K +$146K +636 New
WKWM
2609
Walter & Keenan Wealth Management
Indiana
$217K +$146K +636 New
NCTC
2610
New Covenant Trust Company
Indiana
$216K +$145K +634 New
FCFC
2611
First Citizens Financial Corp
Iowa
$216K +$145K +633 New
WAAG
2612
Wealth Alliance Advisory Group
Kansas
$216K +$145K +632 New
HI
2613
Hendershot Investments
Virginia
$215K +$144K +631 New
HP
2614
Haven Private
Florida
$215K +$144K +630 New
CAAS
2615
Capital Asset Advisory Services
Michigan
$215K +$144K +629 New
PBO
2616
Peoples Bank (Ohio)
Ohio
$215K +$144K +629 New
SFWC
2617
Strategic Family Wealth Counselors
New Jersey
$214K +$144K +628 New
TF
2618
Tenon Financial
New Jersey
$214K +$144K +628 New
OIA
2619
Oakmont Investment Advisors
Pennsylvania
$214K +$144K +628 New
MF
2620
Montis Financial
Massachusetts
$214K +$144K +627 New
EWS
2621
Eagle Wealth Strategies
New Jersey
$213K +$143K +625 New
QFP
2622
Quantum Financial Partners
Kansas
$213K +$143K +625 New
S
2623
ShariaPortfolio
Florida
$213K +$143K +625 New
TAM
2624
Townsend Asset Management
North Carolina
$212K +$142K +622 New
WA
2625
WPG Advisers
Maryland
$212K +$37.8K +165 +36%
103 104
105
106 107