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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1176
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$696K -$1.34K -10 -0.2%
GM
1177
GeoWealth Management
Illinois
$694K +$629K +4,704 New
WCM
1178
Washburn Capital Management
Florida
$693K +$380K +2,840 +153%
WA
1179
WealthTrust Axiom
Pennsylvania
$690K – – –
TFA
1180
Trinity Financial Advisors
Ohio
$688K – – –
LWL
1181
Leo Wealth LLC
Texas
$686K +$639K +4,780 New
FWM
1182
Fonville Wealth Management
Virginia
$684K +$620K +4,640 New
CF
1183
Centaurus Financial
California
$683K -$714K -5,342 -54%
KA
1184
Kintegral Advisory
New York
$682K -$4.01K -30 -0.6%
RIA
1185
Regal Investment Advisors
Michigan
$681K +$134K +1,000 +28%
1W
1186
1776 Wealth
Georgia
$681K – – –
WCA
1187
Westover Capital Advisors
Delaware
$679K +$17.4K +130 +3%
PP
1188
PDT Partners
New York
$678K +$615K +4,600 New
FFA
1189
Farther Finance Advisors
California
$676K +$488K +3,650 +391%
OFS
1190
OneAscent Financial Services
Alabama
$675K +$36.9K +276 +6%
XT
1191
XTX Topco
Cayman Islands
$672K -$245K -1,832 -29%
SQA
1192
Simon Quick Advisors
New Jersey
$671K +$28.6K +214 +5%
EAM
1193
Empirical Asset Management
Massachusetts
$671K +$609K +4,554 New
PVM
1194
Palogic Value Management
Texas
$663K – – –
FHA
1195
First Horizon Advisors
Tennessee
$661K +$145K +1,082 +32%
CSPIA
1196
Cary Street Partners Investment Advisory
Virginia
$658K +$106K +792 +22%
GWMR
1197
GC Wealth Management RIA
Massachusetts
$657K +$596K +4,458 New
STA
1198
Summit Trail Advisors
New York
$653K -$153K -1,142 -21%
RWB
1199
RMR Wealth Builders
New Jersey
$652K +$35.8K +268 +6%
AG
1200
AlTi Global
New York
$651K +$590K +4,416 New
46 47
48
49 50