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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1601
Trueblood Wealth Management
Ohio
$437K +$25.1K +136 +6%
CIM
1602
Contravisory Investment Management
Massachusetts
$436K +$3.14K +17 +0.7%
AWM
1603
Aviso Wealth Management
Washington
$435K -$420K -2,272 -47%
KP
1604
Keel Point
Alabama
$434K +$114K +619 +32%
SWRP
1605
Summit Wealth & Retirement Planning
California
$432K +$22.2K +120 +5%
RSWM
1606
Robertson Stephens Wealth Management
California
$429K -$76.6K -414 -14%
PCA
1607
Purkiss Capital Advisors
Connecticut
$427K – – –
PWPS
1608
Pinnacle Wealth Planning Services
Ohio
$427K +$21.8K +118 +5%
FA
1609
Fiducient Advisors
Illinois
$427K -$11.8K -64 -2%
EFS
1610
Essex Financial Services
Connecticut
$426K -$87.3K -472 -16%
MWM
1611
Mattern Wealth Management
Kansas
$424K – – –
BFG
1612
Bouchey Financial Group
New York
$423K -$17.2K -93 -4%
LPAM
1613
Lodestar Private Asset Management
California
$421K -$5.18K -28 -1%
CFP
1614
Cascade Financial Partners
California
$419K – – –
CWM
1615
Cornerstone Wealth Management
Missouri
$419K +$52.7K +285 +13%
PWA
1616
Phoenix Wealth Advisors
North Carolina
$418K – – –
1IA
1617
1620 Investment Advisors
Massachusetts
$417K -$56K -303 -11%
SFG
1618
Sterling Financial Group
California
$414K -$1.48K -8 -0.3%
MYIA
1619
Mount Yale Investment Advisors
Colorado
$413K +$30.9K +167 +7%
WWM
1620
Wolff Wiese Magana
California
$413K +$373K +2,018 +503%
GPFA
1621
Game Plan Financial Advisors
Ohio
$413K -$1.37M -7,407 -75%
LFA
1622
Legacy Financial Advisors
Kentucky
$412K +$58.8K +318 +15%
KHCM
1623
Kirtland Hills Capital Management
Ohio
$411K +$454K +2,453 New
PWMAG
1624
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$7.58K +41 +2%
FMWA
1625
Forvis Mazars Wealth Advisors
Missouri
$410K +$214K +1,156 +93%
63 64
65
66 67