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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1601
Bryn Mawr Capital Management
Pennsylvania
$557K +$204K +1,101 +68%
CWG
1602
Crown Wealth Group
North Carolina
$556K +$201K +1,083 +66%
CL
1603
CLG LLC
California
$555K – – –
GCP
1604
Garda Capital Partners
Minnesota
$553K -$1.1M -5,931 -69%
NFP
1605
NorthLanding Financial Partners
New York
$553K – – –
LIP
1606
Lighthouse Investment Partners
Florida
$553K +$501K +2,700 New
CIM
1607
Contravisory Investment Management
Massachusetts
$551K +$25.4K +137 +5%
CFG
1608
Cooper Financial Group
California
$546K +$106K +569 +27%
MA
1609
MJP Associates
Connecticut
$544K -$7.24K -39 -1%
FA
1610
Fiducient Advisors
Illinois
$544K +$29.3K +158 +6%
ORAM
1611
One River Asset Management
Connecticut
$542K +$493K +2,655 +4,827%
RFS
1612
Richardson Financial Services
Massachusetts
$530K +$12.1K +65 +2%
SC
1613
SouthState Corp
Florida
$529K -$43.8K -236 -8%
CCAM
1614
Cascades Capital Asset Management
North Carolina
$529K -$104K -558 -18%
ET
1615
Equitable Trust
Tennessee
$527K -$15.2K -82 -3%
FWP
1616
Forefront Wealth Partners
Texas
$527K -$15.8K -85 -3%
SGK
1617
Steigerwald Gordon & Koch
Virginia
$527K -$11.1K -60 -2%
SW
1618
Simplicity Wealth
New Jersey
$526K +$234K +1,260 +96%
DIM
1619
DLK Investment Management
California
$526K +$155K +832 +48%
FDS
1620
First Dallas Securities
Texas
$524K -$111K -600 -19%
TWM
1621
Trueblood Wealth Management
Ohio
$524K – – –
RAS
1622
RPS Advisory Solutions
Kentucky
$523K -$2.6K -14 -0.5%
RWMG
1623
Redwood Wealth Management Group
New Jersey
$520K -$7.8K -42 -2%
SWM
1624
Shelton Wealth Management
Texas
$520K +$235K +1,264 +99%
SWRP
1625
Summit Wealth & Retirement Planning
California
$518K – – –
63 64
65
66 67