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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1526
Bestgate Wealth Advisors
Maryland
$635K – – –
CIC
1527
Carnegie Investment Counsel
Ohio
$634K +$78.7K +424 +16%
PWM
1528
Palacios Wealth Management
Florida
$634K +$341K +1,837 +146%
AP
1529
Advisors Preferred
Maryland
$632K – – –
VWA
1530
Visionary Wealth Advisors
Illinois
$630K -$21.4K -115 -4%
5W
1531
5T Wealth
California
$630K -$88K -474 -13%
EWP
1532
Elevation Wealth Partners
California
$628K – – –
TPW
1533
Transatlantique Private Wealth
New York
$628K +$570K +3,067 New
DIM
1534
Delta Investment Management
California
$627K +$4.08K +22 +0.7%
SAM
1535
Smartleaf Asset Management
Massachusetts
$625K -$187K -1,006 -24%
RRA
1536
Round Rock Advisors
Connecticut
$621K +$29.9K +161 +6%
FFG
1537
Fortem Financial Group
California
$619K +$189K +1,016 +51%
EA
1538
Everpar Advisors
Oklahoma
$618K -$10K -54 -2%
LA
1539
LM Advisors
California
$618K +$142K +764 +34%
IWA
1540
Icon Wealth Advisors
Texas
$618K +$29.7K +160 +6%
CI
1541
Conning Inc
Connecticut
$616K -$30.5K -164 -5%
NWM
1542
NRI Wealth Management
California
$616K +$559K +3,011 New
UWP
1543
Uniting Wealth Partners
Kansas
$616K – – –
WCM
1544
Windward Capital Management
California
$616K -$7.8K -42 -1%
DS
1545
DRW Securities
Illinois
$615K +$218K +1,176 +64%
KB
1546
Kimelman & Baird
New York
$614K – – –
RIP
1547
Reliant Investment Partners
North Carolina
$613K +$7.43K +40 +1%
AA
1548
Aire Advisors
California
$612K +$6.31K +34 +1%
JF
1549
JSF Financial
California
$612K +$8.36K +45 +2%
GAA
1550
Global Assets Advisory
Florida
$611K +$574K +3,091 New
60 61
62
63 64