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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1801
Sun Financial
Utah
$793K -$1.14M -4,976 -71%
SW
1802
SlateStone Wealth
Florida
$787K -$15.6K -68 -3%
1C
1803
111 Capital
France
$785K +$527K +2,302 New
GWS
1804
Greykasell Wealth Strategies
California
$783K +$35K +153 +7%
BIA
1805
Beacon Investment Advisors
Maryland
$781K – – –
MCA
1806
Millennium Capital Advisors
Arkansas
$780K – – –
EWP
1807
Elevation Wealth Partners
California
$778K -$25.4K -111 -5%
NAMP
1808
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$777K – – –
GC
1809
Grimes & Company
Massachusetts
$774K +$91.3K +399 +21%
NCM
1810
Nelson Capital Management
California
$773K -$92.2K -403 -15%
NP
1811
Ninepoint Partners
Ontario, Canada
$773K -$176K -771 -25%
CWA
1812
Clarity Wealth Advisors
California
$773K -$687 -3 -0.1%
TCA
1813
Transcend Capital Advisors
New Jersey
$768K -$217K -949 -30%
MW
1814
Marble Wealth
Alabama
$767K +$2.52K +11 +0.5%
BONST
1815
Bank of Nova Scotia Trust
Ontario, Canada
$766K -$791K -3,457 -61%
SP
1816
SmartHarvest Portfolios
Washington
$766K +$50.1K +219 +11%
WA
1817
Waystone Advisors
Washington
$763K -$5.95K -26 -1%
CF
1818
Carlson Financial
Oregon
$762K – – –
PWM
1819
Palacios Wealth Management
Florida
$761K +$19.5K +85 +4%
RZH
1820
Relyea Zuckerberg Hanson
Connecticut
$759K +$142K +622 +39%
FPL
1821
Fortress Private Ledger
North Carolina
$759K +$213K +930 +72%
A
1822
Allianz
Germany
$758K -$1.37K -6 -0.3%
WPWM
1823
Western Pacific Wealth Management
Illinois
$757K – – –
IB
1824
Intrust Bank
Kansas
$756K +$152K +665 +43%
CCA
1825
Childress Capital Advisors
Texas
$754K +$15.1K +66 +3%
71 72
73
74 75