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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1601
Crown Wealth Group
North Carolina
$630K +$72K +376 +14%
RIP
1602
Reliant Investment Partners
North Carolina
$629K +$7.85K +41 +1%
EWP
1603
Elevation Wealth Partners
California
$629K +$3.83K +20 +0.7%
5W
1604
5T Wealth
California
$628K +$957 +5 +0.2%
EA
1605
Everpar Advisors
Oklahoma
$624K +$8.23K +43 +1%
SIMG
1606
Sonora Investment Management Group
Arizona
$620K +$150K +781 +34%
MA
1607
MONECO Advisors
Connecticut
$619K +$46.3K +242 +9%
OFS
1608
Orrstown Financial Services
Pennsylvania
$619K +$50.7K +265 +10%
TPW
1609
Transatlantique Private Wealth
New York
$618K -$6.32K -33 -1%
VCA
1610
Verdence Capital Advisors
Maryland
$617K +$71K +371 +15%
MWM
1611
Modera Wealth Management
New Jersey
$616K +$579K +3,025 New
BCG
1612
BayBridge Capital Group
California
$615K +$11.5K +60 +2%
CI
1613
Conning Inc
Connecticut
$613K – – –
BWM
1614
BAM Wealth Management
Colorado
$611K +$574K +3,001 New
KB
1615
Kimelman & Baird
New York
$611K – – –
CCI
1616
Credit Capital Investments
New Jersey
$611K +$574K +3,000 New
SM
1617
Sciencast Management
New Jersey
$608K +$571K +2,985 New
NG
1618
Novem Group
New York
$607K -$26K -136 -4%
RIA
1619
Regal Investment Advisors
Michigan
$607K +$9.19K +48 +2%
WCM
1620
Windward Capital Management
California
$606K -$5.93K -31 -1%
FHC
1621
First Horizon Corporation
Tennessee
$606K +$570K +2,978 New
OHWP
1622
Oak Harbor Wealth Partners
North Carolina
$604K +$109K +567 +24%
VWA
1623
Visionary Wealth Advisors
Illinois
$604K -$22K -115 -4%
DWM
1624
Drive Wealth Management
Utah
$602K +$13.6K +71 +2%
1IA
1625
1620 Investment Advisors
Massachusetts
$601K +$98.4K +514 +21%
63 64
65
66 67