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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIME
1601
Evelyn Partners Investment Management (Europe)
$629K +$12.3K +61 +2%
WDA
1602
Wendell David Associates
New Hampshire
$629K -$15.1K -75 -2%
BWA
1603
Basecamp Wealth Advisors
Washington
$627K +$686K +3,402 New
KDA
1604
Kraft Davis & Associates
Missouri
$626K +$22.2K +110 +3%
TFA
1605
Trinity Financial Advisors
Ohio
$624K +$45.4K +225 +7%
S
1606
Steadtrust
Texas
$624K +$12.3K +61 +2%
WCM
1607
WealthBridge Capital Management
Ohio
$623K – – –
OCM
1608
One Capital Management
California
$619K -$39.9K -198 -6%
DIM
1609
Delta Investment Management
California
$618K +$21K +104 +3%
PP
1610
PDS Planning
Ohio
$617K +$27.6K +137 +4%
LAM
1611
L2 Asset Management
Massachusetts
$616K +$47.8K +237 +8%
ECA
1612
Elevated Capital Advisors
Utah
$615K +$192K +950 +40%
FWP
1613
Forefront Wealth Partners
Texas
$615K -$8.88K -44 -1%
LCM
1614
Leisure Capital Management
California
$615K -$50.4K -250 -7%
CPA
1615
Capital Performance Advisors
California
$615K +$268K +1,330 +66%
IPAM
1616
Investment Partners Asset Management
New Jersey
$613K +$7.87K +39 +1%
CWA
1617
Cura Wealth Advisors
Illinois
$613K +$100K +496 +18%
CAM
1618
Costello Asset Management
Pennsylvania
$611K +$260K +1,290 +64%
WMA
1619
West Michigan Advisors
Michigan
$610K +$206K +1,019 +44%
TA
1620
TKG Advisors
Indiana
$609K +$23.4K +116 +4%
RBWA
1621
RFG - Bristol Wealth Advisors
Massachusetts
$608K -$30.3K -150 -4%
TAM
1622
Titleist Asset Management
Texas
$607K +$187K +926 +39%
PIWA
1623
Prevail Innovative Wealth Advisors
Kansas
$606K -$3.6M -17,848 -84%
ML
1624
McAdam LLC
Pennsylvania
$605K +$153K +756 +30%
SW
1625
StrongBox Wealth
Missouri
$604K -$128K -633 -16%
63 64
65
66 67