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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1601
Continuum Advisory
Idaho
$318K +$8.08K +48 +3%
KCM
1602
Kathmere Capital Management
Pennsylvania
$318K +$3.37K +20 +1%
DWM
1603
Drive Wealth Management
Utah
$317K +$12.8K +76 +4%
TC
1604
Trilogy Capital
California
$317K -$9.76K -58 -3%
CCM
1605
Cohen Capital Management
California
$316K +$311K +1,848 New
USCWA
1606
U.S. Capital Wealth Advisors
Texas
$315K -$103K -614 -25%
CWC
1607
Carolinas Wealth Consulting
North Carolina
$314K +$2.36K +14 +0.8%
FC
1608
Fairscale Capital
New Hampshire
$312K – – –
RGC
1609
Roberts, Glore & Co
Illinois
$312K – – –
FRM
1610
Fox Run Management
Connecticut
$311K +$307K +1,822 New
OFS
1611
OneAscent Financial Services
Alabama
$311K +$306K +1,818 New
NC
1612
Napatree Capital
Rhode Island
$310K +$306K +1,816 New
NC
1613
NovaPoint Capital
Georgia
$310K +$306K +1,816 New
BC
1614
Bridgefront Capital
Texas
$309K +$65K +386 +27%
SFG
1615
Sather Financial Group
Texas
$309K – – –
MPM
1616
MBB Public Markets
Illinois
$308K -$7.41M -44,018 -96%
AA
1617
Alta Advisers
United Kingdom
$308K – – –
CFP
1618
Catalyst Financial Partners
Massachusetts
$307K +$16.8K +100 +6%
SC
1619
SouthState Corp
Florida
$306K -$18.2K -108 -6%
OFW
1620
Omnia Family Wealth
Florida
$306K +$5.72K +34 +2%
ACGA
1621
Atlanta Consulting Group Advisors
Georgia
$305K +$2.02K +12 +0.7%
PFA
1622
Plotkin Financial Advisors
Maryland
$305K +$71.4K +424 +31%
WP
1623
WMS Partners
Maryland
$304K +$299K +1,776 New
AL
1624
Aspiriant LLC
California
$303K +$673 +4 +0.2%
AP
1625
Adero Partners
California
$302K +$5.39K +32 +2%
63 64
65
66 67