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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1376
Kingswood Wealth Advisors
California
$698K -$51.2K -277 -6%
PCH
1377
PGIM Custom Harvest
New Jersey
$692K +$213K +1,150 +40%
SFC
1378
SYM Financial Corp
Indiana
$691K +$10.2K +55 +1%
LA
1379
Legacy Advisors
Pennsylvania
$690K +$70.5K +381 +10%
FWIA
1380
Fort Washington Investment Advisors
Ohio
$689K -$77.7K -420 -9%
FWM
1381
Fonville Wealth Management
Virginia
$688K -$13.9K -75 -2%
ICP
1382
Interchange Capital Partners
Pennsylvania
$684K +$2.4K +13 +0.3%
PI
1383
Parkside Investments
Illinois
$683K -$185K -1,000 -20%
LFA
1384
Lauterbach Financial Advisors
Texas
$683K – – –
CFO
1385
Callan Family Office
Pennsylvania
$681K -$3.83M -20,727 -84%
CNBT
1386
Canandaigua National Bank & Trust
New York
$681K -$21.1K -114 -3%
AWM
1387
Ariadne Wealth Management
California
$680K +$18.9K +102 +3%
FFL
1388
Future Fund LLC
Illinois
$679K -$864K -4,671 -54%
FI
1389
Finivi Inc
Massachusetts
$678K +$74.3K +402 +11%
OWA
1390
Outlook Wealth Advisors
Texas
$675K +$15.5K +84 +2%
TCMP
1391
Thrive Capital Management (Pennsylvania)
Pennsylvania
$675K +$731K +3,955 New
WDC
1392
Woodward Diversified Capital
California
$672K -$31.1K -168 -4%
PWM
1393
Pines Wealth Management
North Carolina
$672K +$25.1K +136 +3%
SMA
1394
Sage Mountain Advisors
Georgia
$671K +$11.1K +60 +2%
SMAM
1395
Sugar Maple Asset Management
Wisconsin
$671K -$138K -744 -16%
AO
1396
Advisor OS
Illinois
$670K +$7.4K +40 +1%
BCM
1397
Boltwood Capital Management
California
$668K -$27.9K -151 -4%
OAM
1398
Oxford Asset Management
United Kingdom
$668K +$723K +3,912 New
V
1399
VeraBank
Texas
$667K -$34.4K -186 -5%
AFP
1400
Ausdal Financial Partners
Iowa
$666K -$105K -567 -13%
54 55
56
57 58