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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2651
Verisail Partners
Georgia
$205K +$138K +601 New
RIAS
2652
Rachor Investment Advisory Services
Michigan
$205K – – –
WPA
2653
Wealth Preservation Advisors
Tennessee
$205K – – –
HA
2654
Heffernan Advisory
Arizona
$205K +$137K +600 New
JCA
2655
January Capital Advisors
California
$205K +$137K +600 New
RIM
2656
RW Investment Management
Idaho
$205K +$137K +600 New
WJS
2657
William John Sempolinski
Massachusetts
$205K +$137K +600 New
FOR
2658
Family Office Research
Maryland
$204K +$137K +598 New
PC
2659
Port Capital
Illinois
$203K +$136K +594 New
KCFA
2660
Key Client Fiduciary Advisors
New Jersey
$202K +$136K +593 New
TPW
2661
TL Private Wealth
Texas
$202K +$137K +600 New
FCMA
2662
Foresight Capital Management Advisors
Michigan
$202K +$136K +592 New
OFP
2663
OFC Financial Planning
New Jersey
$202K +$136K +592 New
UWM
2664
Urban Wealth Management
California
$202K +$135K +591 New
IP
2665
Isthmus Partners
Wisconsin
$201K +$135K +590 New
RRMM
2666
Regatta Research & Money Management
Louisiana
$201K +$135K +589 New
LJAC
2667
L.J. Altfest & Co
New York
$201K +$135K +589 New
AA
2668
Ahara Advisors
New Jersey
$201K +$135K +588 New
PWM
2669
Proathlete Wealth Management
Florida
$199K +$916 +4 +0.7%
BG
2670
Bollard Group
Massachusetts
$199K +$21.7K +95 +19%
JWA
2671
JFS Wealth Advisors
Pennsylvania
$198K +$687 +3 +0.5%
GEA
2672
Glen Eagle Advisors
New Jersey
$196K -$10.3K -45 -7%
IAAG
2673
Innovative Asset Advisors Group
Connecticut
$195K -$27.5K -120 -17%
AF
2674
Align Financial
Minnesota
$194K – – –
WPA
2675
West Paces Advisors
Georgia
$192K +$129K +562 New
105 106
107
108 109