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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
GCS
1301
Gordian Capital (Singapore)
Singapore
$685K – – –
AG
1302
AlTi Global
New York
$684K -$41.4K -246 -6%
SWP
1303
Semus Wealth Partners
Florida
$684K -$47.1K -280 -7%
LFA
1304
Lauterbach Financial Advisors
Texas
$684K – – –
TFA
1305
Trinity Financial Advisors
Ohio
$683K -$14.8K -88 -2%
HI
1306
Harbour Investments
Wisconsin
$680K +$11.1K +66 +2%
AWM
1307
Ameliora Wealth Management
Switzerland
$678K +$39K +232 +6%
GFS
1308
GYL Financial Synergies
Connecticut
$677K +$56.6K +336 +9%
PCG
1309
Prosperity Consulting Group
Maryland
$676K +$666K +3,956 New
SS
1310
Sunbelt Securities
Texas
$676K +$14.1K +84 +2%
PGWM
1311
Parisi Gray Wealth Management
New Jersey
$673K +$82.5K +490 +14%
GSIAS
1312
Garden State Investment Advisory Services
New Jersey
$673K +$2.69K +16 +0.4%
CAMG
1313
CWA Asset Management Group
Florida
$673K +$662K +3,936 New
KFA
1314
Kelleher Financial Advisors
New York
$671K -$75.7K -450 -10%
AWE
1315
Avidian Wealth Enterprises
Texas
$665K -$5.05K -30 -0.8%
BW
1316
Bison Wealth
Georgia
$662K -$257K -1,524 -28%
FWM
1317
Fonville Wealth Management
Virginia
$662K +$11.8K +70 +2%
GAG
1318
GM Advisory Group
New York
$661K +$225K +1,334 +53%
VWM
1319
Valley Wealth Managers
New Jersey
$661K +$651K +3,868 New
IRAG
1320
Investment Research & Advisory Group
Georgia
$659K – – –
SMA
1321
Sage Mountain Advisors
Georgia
$659K +$28.3K +168 +5%
WPC
1322
Waters Parkerson & Co
Louisiana
$656K – – –
NL
1323
NWAM LLC
Washington
$656K +$246K +1,464 +62%
TSMHT
1324
Thurston Springer Miller Herd & Titak
Indiana
$656K -$3.37K -20 -0.5%
BFIC
1325
Bedell Frazier Investment Counselling
California
$652K +$6.73K +40 +1%
51 52
53
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