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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
926
GeoWealth Management
Illinois
$508K +$23.7K +274 +5%
PPW
927
Parcion Private Wealth
Washington
$502K – – –
1IA
928
1620 Investment Advisors
Massachusetts
$496K – – –
BRA
929
Bender Robert & Associates
California
$494K +$522K +6,030 New
PWA
930
Phoenix Wealth Advisors
North Carolina
$491K -$8.31K -96 -2%
EFM
931
E Fund Management
China
$490K +$24.4K +282 +5%
HMS
932
Hanseatic Management Services
New Mexico
$489K -$3.98K -46 -0.8%
QI
933
Qtron Investments
Massachusetts
$487K -$400K -4,614 -44%
AAS
934
Ameritas Advisory Services
Nebraska
$484K +$12.5K +144 +3%
QPW
935
Quantum Private Wealth
Florida
$484K +$132K +1,524 +35%
YC
936
Yarbrough Capital
Tennessee
$477K – – –
EW
937
Evoke Wealth
California
$476K -$30.7K -354 -6%
CG
938
Colony Group
Massachusetts
$476K +$40.7K +470 +9%
OWM
939
OneAscent Wealth Management
Alabama
$474K -$121K -1,396 -19%
AWM
940
Apollon Wealth Management
South Carolina
$472K +$245K +2,834 +97%
FMAEN1
941
Fund Management at Engine No 1
California
$471K -$18.9K -218 -4%
SS
942
Simplicity Solutions
Minnesota
$468K +$50.9K +588 +11%
TP
943
Tranquility Partners
Tennessee
$467K – – –
CGH
944
Crossmark Global Holdings
Texas
$462K -$36.7K -424 -7%
PGFC
945
Peapack-Gladstone Financial Corp
New Jersey
$458K – – –
VWA
946
V Wealth Advisors
Kansas
$455K -$78.8K -910 -14%
NW
947
NewEdge Wealth
Pennsylvania
$453K +$42.6K +492 +10%
GA
948
Gateway Advisory
New Jersey
$450K +$476K +5,496 New
GT
949
Glenview Trust
Kentucky
$446K +$248K +2,860 +110%
AWE
950
Avidian Wealth Enterprises
Texas
$444K +$131K +1,518 +39%
36 37
38
39 40