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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
876
Great Lakes Advisors
Illinois
$538K +$170K +1,920 +42%
VWA
877
V Wealth Advisors
Kansas
$532K +$9.58K +108 +2%
WANY
878
Wealthspire Advisors (New York)
New York
$530K -$29.3K -330 -5%
CI
879
Cigna Investments
Connecticut
$527K +$23.4K +264 +4%
FAIM
880
Financial Advocates Investment Management
Washington
$527K +$109K +1,230 +24%
WQ
881
Wealth Quarterback
New Jersey
$524K +$564K +6,360 New
PPW
882
Parcion Private Wealth
Washington
$522K – – –
HIA
883
Harbor Investment Advisory
Maryland
$518K +$5.32K +60 +1%
SQA
884
Simon Quick Advisors
New Jersey
$516K +$20.8K +234 +4%
GA
885
GoalVest Advisory
New York
$515K -$16.5K -186 -3%
OFS
886
OneAscent Financial Services
Alabama
$515K +$72.4K +816 +15%
GVAG
887
Great Valley Advisor Group
Delaware
$515K +$362K +4,086 +188%
ST
888
Smithfield Trust
Pennsylvania
$512K +$13.8K +156 +3%
WI
889
Wahed Invest
New York
$511K -$55.3K -624 -9%
EW
890
Evoke Wealth
California
$508K -$172K -1,944 -24%
TPA
891
Trivium Point Advisory
Connecticut
$507K +$26.6K +300 +5%
SPWM
892
Schrum Private Wealth Management
Florida
$504K – – –
PWA
893
Phoenix Wealth Advisors
North Carolina
$501K +$540K +6,090 New
1IA
894
1620 Investment Advisors
Massachusetts
$499K -$207K -2,334 -28%
CGH
895
Crossmark Global Holdings
Texas
$498K -$5.32K -60 -1%
GCP
896
GSA Capital Partners
United Kingdom
$497K +$536K +6,042 New
HMS
897
Hanseatic Management Services
New Mexico
$495K +$11.2K +126 +2%
CM
898
Caption Management
Oklahoma
$494K -$4.26M -48,000 -89%
TCM
899
Triumph Capital Management
Colorado
$494K +$532K +6,000 New
FMAEN1
900
Fund Management at Engine No 1
California
$491K +$84.6K +954 +19%
34 35
36
37 38