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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1326
Elevation Wealth Partners
California
$604K – – –
HBWM
1327
Hollow Brook Wealth Management
New York
$603K -$196K -1,310 -27%
AP
1328
Americana Partners
Texas
$598K -$84.7K -566 -14%
BOM
1329
Bank of Marin
California
$598K – – –
GIM
1330
Groesbeck Investment Management
New Jersey
$598K +$8.97K +60 +2%
EA
1331
Everpar Advisors
Oklahoma
$595K +$26.9K +180 +5%
AI
1332
Atom Investors
Texas
$595K +$525K +3,512 New
C
1333
Certuity
Florida
$594K +$26K +174 +5%
GWMR
1334
GC Wealth Management RIA
Massachusetts
$593K -$109K -730 -17%
FFM
1335
Forum Financial Management
Illinois
$593K +$47.3K +316 +10%
NG
1336
Norden Group
Utah
$591K +$61.3K +410 +13%
LCM
1337
Leisure Capital Management
California
$588K – – –
PWP
1338
Perfromance Wealth Partners
Illinois
$588K +$12K +80 +2%
OWMIAS
1339
One Wealth Management Investment & Advisory Services
Florida
$586K +$2.69K +18 +0.5%
PGWM
1340
Parisi Gray Wealth Management
New Jersey
$585K +$37.1K +248 +8%
EWM
1341
Evermay Wealth Management
Virginia
$583K +$5.98K +40 +1%
CNBT
1342
Canandaigua National Bank & Trust
New York
$583K +$49.4K +330 +11%
DI
1343
Diligent Investors
California
$581K +$1.5K +10 +0.3%
BCM
1344
Boltwood Capital Management
California
$581K -$1.5K -10 -0.3%
BCWM
1345
Bartlett & Co Wealth Management
Ohio
$579K +$281K +1,880 +122%
CCWM
1346
Cassaday & Co Wealth Management
Virginia
$579K +$47.9K +320 +10%
WFAG
1347
Worth Financial Advisory Group
North Carolina
$579K +$511K +3,416 New
PWPS
1348
Pinnacle Wealth Planning Services
Ohio
$571K -$34.7K -232 -6%
RT
1349
Rockland Trust
Massachusetts
$571K -$11.1K -74 -2%
1IA
1350
1620 Investment Advisors
Massachusetts
$568K -$2.94M -19,624 -85%
52 53
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55 56