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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2901
MPWM Advisory Solutions
Georgia
$3.75K – – –
NWS
2902
Nvest Wealth Strategies
Ohio
$3.41K – – –
BIM
2903
Breakwater Investment Management
Washington
$3.41K +$2.29K +10 New
GG
2904
Gleason Group
Kentucky
$3.41K +$2.29K +10 New
GA
2905
GoalVest Advisory
New York
$3.07K +$2.06K +9 New
CFG
2906
CKW Financial Group
Hawaii
$3K +$1.83K +8 New
SRCM
2907
Signature Resources Capital Management
California
$2.73K -$3.21K -14 -64%
BW
2908
Basepoint Wealth
Iowa
$2.73K – – –
RWPA
2909
Richard W. Paul & Associates
Michigan
$2.73K – – –
HIA
2910
HFM Investment Advisors
New Jersey
$2.39K -$4.58K -20 -74%
HHGA
2911
Halbert Hargrove Global Advisors
California
$2.36K +$1.6K +7 New
CTWM
2912
Cherry Tree Wealth Management
Minnesota
$2.05K – – –
FLP
2913
Financial Life Planners
Arizona
$2.05K – – –
HWM
2914
HighMark Wealth Management
Minnesota
$2.05K – – –
PJC
2915
Phillip James Consulting
Minnesota
$2.05K – – –
NWMP
2916
Noble Wealth Management PBC
Colorado
$1.71K +$1.14K +5 New
Q1WB
2917
Quest 10 Wealth Builders
Virginia
$962 -$3.89K -17 -85%
3FI
2918
3 Factor Indexing
California
$683 – – –
CCC
2919
Chelsea Counsel Company
California
$683 – – –
RJA
2920
Ross\Johnson & Associates
Minnesota
$682 – – –
SFS
2921
Sunrise Financial Services
Washington
$341 -$458 -2 -67%
GFA
2922
Godfrey Financial Associates
New York
$341 – – –
RPI
2923
Railway Pension Investments
United Kingdom
– -$158M -982,856 Closed
ACM
2924
Anomaly Capital Management
New York
– -$85M -530,389 Closed
TCG
2925
Tremblant Capital Group
Florida
– -$80.9M -504,694 Closed
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117
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