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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BigSur Wealth Management
Florida
$1.45M – – –
LB
677
Legacy Bridge
Iowa
$1.45M – – –
DWM
678
Darwin Wealth Management
Florida
$1.45M +$1.25M +13,950 New
AIC
679
Ayalon Insurance Company
Israel
$1.44M – – –
TCM
680
Tradewinds Capital Management
Washington
$1.44M – – –
FIM
681
Freedom Investment Management
Connecticut
$1.43M -$456K -5,100 -27%
MWM
682
Meridian Wealth Management
Kentucky
$1.4M +$187K +2,094 +18%
HIM
683
Hotaling Investment Management
Pennsylvania
$1.39M +$1.2M +13,356 New
KPWS
684
Kestra Private Wealth Services
Texas
$1.38M +$53.2K +594 +5%
NDSI
685
Newman Dignan & Sheerar Inc
Rhode Island
$1.38M -$132K -1,470 -10%
ANI
686
American National Insurance
Texas
$1.37M -$298K -3,330 -20%
AWM
687
Axxcess Wealth Management
California
$1.37M -$67.7K -756 -5%
AIP
688
Ameritas Investment Partners
Nebraska
$1.34M – – –
CT
689
Coastline Trust
Rhode Island
$1.34M +$2.69K +30 +0.2%
AT
690
Arden Trust
Delaware
$1.33M -$63.4K -708 -5%
AFAS
691
Acorn Financial Advisory Services
Virginia
$1.33M -$29.5K -330 -3%
EWM
692
Empirical Wealth Management
Washington
$1.31M -$469K -5,238 -29%
LS
693
Leelyn Smith
Illinois
$1.31M -$15.6K -174 -1%
GWMIA
694
Global Wealth Management Investment Advisory
Florida
$1.3M +$70.9K +792 +7%
CA
695
Clearstead Advisors
Ohio
$1.3M +$155K +1,728 +16%
TSS
696
Two Sigma Securities
New York
$1.29M +$916K +10,236 +467%
AP
697
Adero Partners
California
$1.28M -$118K -1,314 -10%
IBOK
698
Independence Bank of Kentucky
Kentucky
$1.28M -$12.9K -144 -1%
AAS
699
Avantax Advisory Services
Texas
$1.28M +$11.3K +126 +1%
CFM
700
Comprehensive Financial Management
California
$1.27M – – –
26 27
28
29 30