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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Cahaba Wealth Management
Georgia
$614K – – –
SAM
1252
Secure Asset Management
Michigan
$610K +$278K +1,764 +70%
HSA
1253
HBK Sorce Advisory
Pennsylvania
$609K +$103K +650 +18%
WEG
1254
World Equity Group
Illinois
$609K +$87.1K +552 +15%
IP
1255
Ignite Planners
California
$608K +$59.3K +376 +9%
CPC
1256
Congress Park Capital
New York
$605K +$221K +1,400 +49%
VFA
1257
Values First Advisors
Tennessee
$604K -$955K -6,052 -59%
RIA
1258
Realta Investment Advisors
Delaware
$603K +$147K +932 +28%
GWMR
1259
GC Wealth Management RIA
Massachusetts
$601K -$36K -228 -5%
SGA
1260
Seaport Global Advisors
Massachusetts
$598K +$145K +920 +28%
V
1261
VeraBank
Texas
$596K +$25.2K +160 +4%
TC
1262
Truvestments Capital
Florida
$595K +$477K +3,026 +260%
AWM
1263
Aviso Wealth Management
Washington
$594K +$294K +1,862 +80%
APWM
1264
Argonautica Private Wealth Management
Massachusetts
$591K +$174K +1,104 +36%
NHT
1265
New Hampshire Trust
New Hampshire
$589K -$4.73K -30 -0.7%
SW
1266
StrongBox Wealth
Missouri
$586K +$651K +4,126 New
VSQM
1267
V-Square Quantitative Management
Illinois
$585K +$409K +2,590 +170%
WCM
1268
Windward Capital Management
California
$583K +$648K +4,106 New
AP
1269
Americana Partners
Texas
$582K +$646K +4,096 New
WMP
1270
Wealth Management Partners
Arizona
$580K +$320K +2,028 +99%
LWCFA
1271
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K – – –
CWP
1272
Concord Wealth Partners
Virginia
$577K +$72.6K +460 +13%
SMAM
1273
Sugar Maple Asset Management
Wisconsin
$575K +$638K +4,044 New
VAS
1274
Vestmark Advisory Solutions
Massachusetts
$572K -$18K -114 -3%
CAMV
1275
Concord Asset Management (Virginia)
Virginia
$571K +$81.4K +516 +15%
49 50
51
52 53