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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1476
Richardson Financial Services
Massachusetts
$439K +$1.35K +8 +0.3%
BFG
1477
Bouchey Financial Group
New York
$439K +$6.73K +40 +2%
PP
1478
PDS Planning
Ohio
$436K +$17.5K +104 +4%
MWM
1479
Mattern Wealth Management
Kansas
$436K +$32K +190 +8%
RAS
1480
RPS Advisory Solutions
Kentucky
$436K +$337 +2 +0.1%
WMA
1481
Wealth Management Associates
New Jersey
$435K +$18.5K +110 +5%
GCGDR
1482
Geo Capital Gestora de Recursos
Brazil
$435K -$734K -4,358 -63%
VWA
1483
Visionary Wealth Advisors
Illinois
$435K +$17.8K +106 +4%
AGP
1484
Autumn Glory Partners
Texas
$433K +$427K +2,536 New
LAM
1485
L2 Asset Management
Massachusetts
$433K +$14.5K +86 +4%
FA
1486
Fiducient Advisors
Illinois
$431K -$2.02K -12 -0.5%
EWA
1487
Emergent Wealth Advisors
New York
$431K -$32K -190 -7%
LPAM
1488
Lodestar Private Asset Management
California
$426K – – –
CFO
1489
Callan Family Office
Pennsylvania
$426K +$419K +2,492 New
MG
1490
Marex Group
$424K -$77.1K -458 -16%
TWM
1491
Trueblood Wealth Management
Ohio
$424K -$3.03K -18 -0.7%
WEG
1492
World Equity Group
Illinois
$420K -$8.42K -50 -2%
VFA
1493
Values First Advisors
Tennessee
$420K +$71.7K +426 +21%
FTIS
1494
First Trust Investment Solutions
Florida
$419K +$82.5K +490 +25%
PWA
1495
Phoenix Wealth Advisors
North Carolina
$419K – – –
RA
1496
Rational Advisors
New York
$418K -$81.8K -486 -17%
ANTB
1497
AMG National Trust Bank
Colorado
$417K +$11.4K +68 +3%
AG
1498
Ascent Group
Virginia
$416K -$80.8K -480 -16%
CA
1499
Cullinan Associates
Kentucky
$415K +$370K +2,200 New
SFG
1500
Sterling Financial Group
California
$415K – – –
58 59
60
61 62