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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1701
Crown Wealth Group
North Carolina
$233K +$206K +1,374 New
MA
1702
MONECO Advisors
Connecticut
$233K +$206K +1,374 New
CCA
1703
Childress Capital Advisors
Texas
$233K +$205K +1,372 New
CFG
1704
Carr Financial Group
Massachusetts
$232K +$205K +1,370 New
CFA
1705
Capstone Financial Advisors
Illinois
$232K +$204K +1,366 New
IC
1706
Inscription Capital
Texas
$232K +$204K +1,366 New
PWG
1707
Portside Wealth Group
Utah
$231K +$204K +1,362 New
PFA
1708
Plotkin Financial Advisors
Maryland
$230K +$203K +1,358 New
WCM
1709
Wedge Capital Management
North Carolina
$230K +$203K +1,356 New
LFS
1710
Legacy Financial Strategies
Kansas
$228K +$200K +1,338 New
PFGIA
1711
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$25.1K -168 -11%
SIG
1712
Sargent Investment Group
Maryland
$227K +$200K +1,340 New
BTWM
1713
Brass Tax Wealth Management
Ohio
$227K +$200K +1,338 New
LA
1714
Latitude Advisors
Florida
$227K +$200K +1,338 New
OMC
1715
Old Mission Capital
Illinois
$226K +$200K +1,334 New
RZH
1716
Relyea Zuckerberg Hanson
Connecticut
$226K +$199K +1,332 New
DCM
1717
Dudley Capital Management
Virginia
$225K +$199K +1,330 New
ITIM
1718
Indiana Trust & Investment Management
Indiana
$225K -$15K -100 -7%
SCP
1719
Sivia Capital Partners
California
$225K +$199K +1,328 New
GWM
1720
GSB Wealth Management
Connecticut
$224K +$198K +1,324 New
BWA
1721
Bordeaux Wealth Advisors
California
$224K -$61.6K -412 -24%
FMP
1722
Financial Management Professionals
Texas
$224K +$132K +880 +200%
CBTWT
1723
Community Bank & Trust (Waco, Texas)
Texas
$224K +$197K +1,320 New
CWA
1724
Consilium Wealth Advisory
Texas
$224K +$197K +1,320 New
WLIM
1725
White Lighthouse Investment Management
Massachusetts
$224K +$197K +1,320 New
67 68
69
70 71