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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1451
World Equity Group
Illinois
$425K -$266K -1,778 -42%
CCA
1452
Checchi Capital Advisers
California
$425K +$46.7K +312 +14%
GCM
1453
Graham Capital Management
Connecticut
$424K -$102K -684 -21%
TWM
1454
Trueblood Wealth Management
Ohio
$424K +$299 +2 +0.1%
SWA
1455
Sax Wealth Advisors
New Jersey
$424K +$125K +834 +50%
EFS
1456
Essex Financial Services
Connecticut
$423K +$74.5K +498 +23%
LPAM
1457
Lodestar Private Asset Management
California
$423K – – –
FWM
1458
FFT Wealth Management
Pennsylvania
$422K -$11.4K -76 -3%
CFP
1459
Cascade Financial Partners
California
$421K -$1.2K -8 -0.3%
SAM
1460
Sequent Asset Management
Texas
$420K – – –
CCT
1461
Chemung Canal Trust
New York
$419K -$32.9K -220 -8%
SWRP
1462
Summit Wealth & Retirement Planning
California
$419K – – –
PP
1463
Pegasus Partners
Wisconsin
$418K +$369K +2,466 New
USCWA
1464
U.S. Capital Wealth Advisors
Texas
$417K -$975K -6,516 -73%
PWA
1465
Phoenix Wealth Advisors
North Carolina
$415K – – –
PP
1466
PDS Planning
Ohio
$415K +$94.2K +630 +35%
LAM
1467
L2 Asset Management
Massachusetts
$415K +$50.6K +338 +16%
AWM
1468
Atticus Wealth Management
Florida
$415K +$23.6K +158 +7%
VWA
1469
Visionary Wealth Advisors
Illinois
$413K -$18.5K -124 -5%
WMA
1470
Wealth Management Associates
New Jersey
$413K – – –
PPWM
1471
Paragon Private Wealth Management
Kentucky
$413K +$62.2K +416 +21%
SFG
1472
Sterling Financial Group
California
$412K -$10.5K -70 -3%
CWM
1473
Concentrum Wealth Management
California
$410K -$10.2K -68 -3%
PWMAG
1474
Pinnacle Wealth Management Advisory Group
New Jersey
$410K +$47.3K +316 +15%
KMWM
1475
Keudell/Morrison Wealth Management
Oregon
$409K -$3.29K -22 -0.9%
57 58
59
60 61