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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1751
Wealth Management Associates
New Jersey
$462K – – –
CG
1752
Cynosure Group
Utah
$460K -$5.36K -28 -1%
EFG
1753
Ethos Financial Group
Pennsylvania
$458K -$766 -4 -0.2%
CA
1754
Continuum Advisory
Idaho
$458K +$87.1K +455 +25%
FC
1755
Fairscale Capital
New Hampshire
$457K – – –
SRL
1756
Scientech Research LLC
New Jersey
$456K -$1.26M -6,558 -75%
HFS
1757
Howard Financial Services
Texas
$456K +$12.8K +67 +3%
OAM
1758
Occidental Asset Management
California
$455K +$47.5K +248 +12%
FSC
1759
Full Sail Capital
Oklahoma
$455K +$39.1K +204 +10%
WIM
1760
Westside Investment Management
California
$454K +$37.5K +196 +10%
CA
1761
Crewe Advisors
Utah
$453K +$19.5K +102 +5%
WPWM
1762
Western Pacific Wealth Management
Illinois
$452K – – –
DQRIM
1763
Dale Q Rice Investment Management
Washington
$452K – – –
BA
1764
Bristlecone Advisors
Washington
$450K +$39.8K +208 +10%
WWA
1765
Wisconsin Wealth Advisors
Wisconsin
$449K +$20.1K +105 +5%
LWL
1766
Leo Wealth LLC
Texas
$444K -$611K -3,191 -59%
CCMG
1767
Clark Capital Management Group
Pennsylvania
$442K +$65.1K +340 +19%
IPW
1768
Invictus Private Wealth
Colorado
$442K – – –
PD
1769
Planning Directions
Pennsylvania
$442K – – –
TL
1770
Tradewinds LLC
North Carolina
$440K +$414K +2,162 New
WJWM
1771
Williams Jones Wealth Management
New York
$439K -$957 -5 -0.2%
SC
1772
SouthState Corp
Florida
$439K -$82.5K -431 -17%
TC
1773
Trilogy Capital
California
$437K +$26.8K +140 +7%
BTW
1774
Boston Trust Walden
Massachusetts
$436K +$6.13K +32 +2%
MEAC
1775
M.E. Allison & Co
Texas
$436K – – –
69 70
71
72 73