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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1226
Concord Wealth Partners
Virginia
$780K +$81.7K +546 +13%
GSEP
1227
Golden State Equity Partners
California
$779K +$687K +4,596 New
TL
1228
Tradewinds LLC
North Carolina
$775K +$684K +4,574 New
PSP
1229
Principal Street Partners
Tennessee
$774K -$137K -916 -17%
1W
1230
1776 Wealth
Georgia
$771K -$2.39K -16 -0.4%
CCA
1231
Cadent Capital Advisors
Oklahoma
$770K +$679K +4,542 New
AO
1232
Advisor OS
Illinois
$768K -$755K -5,046 -53%
BW
1233
Bison Wealth
Georgia
$767K – – –
HBT
1234
Heartland Bank & Trust
Illinois
$767K -$465K -3,112 -41%
I
1235
InceptionR
California
$765K +$675K +4,516 New
PVM
1236
Palogic Value Management
Texas
$763K – – –
MFG
1237
Merit Financial Group
Georgia
$759K +$95.1K +636 +17%
SMAM
1238
Sugar Maple Asset Management
Wisconsin
$758K +$64.3K +430 +11%
HWA
1239
Heartwood Wealth Advisors
Virginia
$757K +$668K +4,468 New
FGA
1240
Fortis Group Advisors
New Jersey
$753K -$40.4K -270 -6%
NHT
1241
New Hampshire Trust
New Hampshire
$753K +$44K +294 +7%
BWA
1242
Blodgett Wealth Advisors
California
$746K -$176K -1,180 -21%
NSAM
1243
North Star Asset Management
Wisconsin
$745K – – –
BBA
1244
Baader Bank Aktiengesellschaft
Germany
$744K -$1.54M -10,278 -69%
KFA
1245
Kelleher Financial Advisors
New York
$742K -$168K -1,122 -20%
FMLI
1246
Fukoku Mutual Life Insurance
Japan
$741K +$209K +1,400 +47%
SEC
1247
Seven Eight Capital
New York
$741K -$6.64M -44,414 -91%
BHB
1248
Bank Hapoalim BM
Israel
$738K -$195K -1,304 -23%
HSA
1249
HBK Sorce Advisory
Pennsylvania
$736K +$8.08K +54 +1%
CWM
1250
Cahaba Wealth Management
Georgia
$735K +$2.39K +16 +0.4%
48 49
50
51 52