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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2751
Winch Advisory Services
Wisconsin
$75.6K +$4.58K +20 +10%
SOAM
2752
SBI Okasan Asset Management
Japan
$74.7K +$51.5K +225 New
LAS
2753
Lloyd Advisory Services
Georgia
$73.3K +$22.4K +98 +84%
SA
2754
Seneschal Advisors
Washington
$72.6K – – –
AWM
2755
Abound Wealth Management
Tennessee
$72K -$21.7K -95 -31%
SFCL
2756
Strengthening Families & Communities LLC
Massachusetts
$71.3K +$3.21K +14 +7%
KTC
2757
Kentucky Trust Company
Kentucky
$69.9K – – –
TWD
2758
True Wealth Design
Ohio
$68.9K -$24.9K -109 -35%
IWP
2759
IAG Wealth Partners
Wisconsin
$68.2K -$3.66K -16 -7%
APW
2760
Atlantic Private Wealth
North Carolina
$68.2K – – –
CFM
2761
Cornerstone Financial Management
Massachusetts
$67.2K +$18.8K +82 +71%
TFGT
2762
TS Financial Group (TSFG)
Illinois
$66K +$22.9K +100 +105%
FFA
2763
Frazier Financial Advisors
Ohio
$65.5K -$4.58K -20 -9%
BAM
2764
Byrne Asset Management
New Jersey
$65.5K – – –
PP
2765
Pacifica Partners
Canada
$64.7K – – –
CAL
2766
Capital Advisors Ltd
Ohio
$64K -$10.8K -47 -20%
CMBA
2767
C.M. Bidwell & Associates
Hawaii
$62.1K – – –
OAG
2768
Oakmont Advisory Group
New Mexico
$62K +$41.7K +182 New
HFS
2769
Horizon Financial Services
North Carolina
$59.7K +$13.7K +60 +52%
CMA
2770
Cedar Mountain Advisors
Oregon
$56.6K -$916 -4 -2%
EWM
2771
Evolution Wealth Management
Florida
$55.9K +$7.55K +33 +25%
DF
2772
DecisionPoint Financial
Arizona
$54.9K +$229 +1 +0.6%
AW
2773
Ankerstar Wealth
Texas
$54.9K +$9.16K +40 +33%
CJ
2774
Caitlin John
Michigan
$54.6K – – –
BIM
2775
Bullseye Investment Management
Ohio
$54.6K – – –