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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1776
Total Clarity Wealth Management
Illinois
$872K -$139K -608 -19%
SA
1777
Sonoma Allocations
California
$868K +$32.3K +141 +6%
LBC
1778
Leigh Baldwin & Co
New York
$866K -$43.5K -190 -7%
AWM
1779
Atticus Wealth Management
Florida
$865K -$41.4K -181 -7%
GKFF
1780
George Kaiser Family Foundation
Oklahoma
$864K +$46.9K +205 +9%
SWRP
1781
Summit Wealth & Retirement Planning
California
$863K -$2.98K -13 -0.5%
VP
1782
Verum Partners
North Carolina
$863K +$3.89K +17 +0.7%
PI
1783
Pachira Investments
California
$862K -$17.4K -76 -3%
GWP
1784
Gateway Wealth Partners
Wisconsin
$861K -$525K -2,294 -48%
EFG
1785
Elm3 Financial Group
Georgia
$859K -$57.7K -252 -9%
CFS
1786
Commonwealth Financial Services
West Virginia
$857K +$15.1K +66 +3%
IPS
1787
Investors Portfolio Services
Washington
$852K -$43.5K -190 -7%
IIC
1788
Integrated Investment Consultants
Michigan
$851K +$70.3K +307 +14%
SGK
1789
Steigerwald Gordon & Koch
Virginia
$847K +$114K +498 +25%
IIL
1790
Income Insurance Ltd
$847K +$22.9K +100 +4%
DWM
1791
Drive Wealth Management
Utah
$843K +$49.7K +217 +10%
PWA
1792
Pitcairn Wealth Advisors
Pennsylvania
$841K +$564K +2,466 New
TL
1793
Tradewinds LLC
North Carolina
$838K +$4.17M +18,234 +1,315%
LA
1794
Legacy Advisors
Pennsylvania
$837K +$96.4K +421 +21%
KMWM
1795
Keudell/Morrison Wealth Management
Oregon
$835K -$31.6K -138 -5%
CA
1796
Crewe Advisors
Utah
$834K +$17.9K +78 +3%
AOWM
1797
Asset One Wealth Management
Washington
$828K -$23.3K -102 -4%
SI
1798
Sora Investors
Pennsylvania
$826K -$132K -577 -19%
HI
1799
Hudock Inc
Pennsylvania
$825K – – –
AP
1800
Advisortrust Partners
North Carolina
$824K +$241K +1,053 +77%
70 71
72
73 74