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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
976
Secure Asset Management
Michigan
$265K +$247K +2,856 New
VCM
977
Violich Capital Management
California
$264K – – –
1WM
978
1900 Wealth Management
Texas
$264K +$6.23K +72 +3%
MWM
979
Mission Wealth Management
California
$262K +$19.2K +222 +9%
GA
980
GraniteShares Advisors
New York
$262K +$245K +2,832 New
OWA
981
Opal Wealth Advisors
New York
$261K -$6.75K -78 -3%
SFI
982
Siemens Fonds Invest
Germany
$261K – – –
PWP
983
Pursue Wealth Partners
California
$261K +$243K +2,808 New
GW
984
GW & Wade
Massachusetts
$259K -$317K -3,660 -57%
SDWIA
985
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$259K +$241K +2,790 New
EWM
986
EPG Wealth Management
Georgia
$259K +$242K +2,796 New
V
987
Veritable
Delaware
$257K +$240K +2,772 New
AWA
988
Arete Wealth Advisors
Illinois
$256K -$138K -1,590 -37%
NIC
989
Northwest Investment Counselors
Oregon
$254K – – –
FM
990
Freemont Management
Switzerland
$252K +$235K +2,712 New
PWA
991
Phoenix Wealth Advisors
North Carolina
$251K – – –
VVP
992
Venture Visionary Partners
Ohio
$251K – – –
FFA
993
Founders Financial Alliance
North Carolina
$247K +$230K +2,658 New
CWP
994
Concord Wealth Partners
Virginia
$246K +$189K +2,190 +474%
DAL
995
Delta Accumulation LLC
California
$245K +$228K +2,640 New
AG
996
Ascent Group
Virginia
$243K +$261K +3,018 New
SC
997
Saturna Capital
Washington
$242K +$226K +2,610 New
YWP
998
YorkBridge Wealth Partners
New York
$240K -$4.15K -48 -2%
RSWM
999
Robertson Stephens Wealth Management
California
$239K +$224K +2,586 New
KPW
1000
Kore Private Wealth
New York
$238K +$222K +2,562 New
38 39
40
41 42