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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1351
WealthPlan Investment Management
Nebraska
$1.02M +$469K +2,793 +79%
SA
1352
Strategic Advisors
New York
$1.01M -$245K -1,461 -19%
OC
1353
Opinicus Capital
Florida
$1.01M +$153K +912 +17%
AWM
1354
Aprio Wealth Management
Georgia
$1M +$348K +2,070 +49%
VAM
1355
Virtue Asset Management
Illinois
$999K -$80.8K -481 -7%
JCM
1356
Jacobi Capital Management
Pennsylvania
$999K +$231K +1,376 +28%
CB
1357
CNB Bank
Pennsylvania
$998K +$12.3K +73 +1%
RBC
1358
Romano Brothers & Co
Illinois
$995K +$19.7K +117 +2%
BWP
1359
Balboa Wealth Partners
Arizona
$987K +$234K +1,392 +29%
CA
1360
Cullinan Associates
Kentucky
$978K +$16.8K +100 +2%
FAM
1361
Formidable Asset Management
Ohio
$975K -$13.4K -80 -1%
LC
1362
Lawood & Co
Pennsylvania
$974K -$3.7K -22 -0.4%
UIM
1363
Unified Investment Management
Georgia
$968K +$25.4K +151 +3%
SIM
1364
Samara Investment Management
Oregon
$966K +$1.01M +6,025 New
BFIM
1365
Beese Fulmer Investment Management
Ohio
$964K +$173K +1,032 +21%
IPWA
1366
International Private Wealth Advisors
California
$963K +$40.8K +243 +4%
GTAM
1367
Global Trust Asset Management
Florida
$959K -$556K -3,308 -36%
TCWA
1368
Turtle Creek Wealth Advisors
Texas
$958K +$482K +2,870 +92%
JWS
1369
Juncture Wealth Strategies
Arizona
$954K +$1,000K +5,952 New
BCM
1370
Becker Capital Management
Oregon
$954K -$9.74K -58 -1%
PPWP
1371
Premier Path Wealth Partners
New Jersey
$952K -$87.9K -523 -8%
TWP
1372
Triad Wealth Partners
Kansas
$952K +$138K +822 +16%
APP
1373
Avantax Planning Partners
Iowa
$949K +$119K +707 +14%
MA
1374
Montag & Associates
Georgia
$946K -$709K -4,222 -42%
SOAMC
1375
Spirit of America Management Corp
New York
$946K +$25.2K +150 +3%
53 54
55
56 57