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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1801
Confluence Wealth Services
Pennsylvania
$817K +$129K +562 +31%
EW
1802
Elyxium Wealth
California
$817K +$549K +2,397 New
SWA
1803
Strategies Wealth Advisors
Michigan
$812K -$9.61K -42 -2%
WFS
1804
WealthGarden F.S.
California
$808K +$542K +2,369 New
ADL
1805
Asset Dedication LLC
California
$804K +$2.29K +10 +0.4%
KIA
1806
KCM Investment Advisors
California
$801K -$21.5K -94 -4%
FFA
1807
Fi3 Financial Advisors
Indiana
$801K +$1.57M +6,863 New
CH
1808
CDKV Holdings
Colorado
$798K -$54.9K -240 -9%
AWM
1809
Ariadne Wealth Management
California
$798K -$83.3K -364 -13%
SA
1810
Sovran Advisors
California
$797K -$155K -679 -21%
LIA
1811
LBMC Investment Advisors
Tennessee
$796K +$5.95K +26 +1%
BWP
1812
Burling Wealth Partners
Illinois
$795K +$916 +4 +0.2%
NGA
1813
Naples Global Advisors
Florida
$794K +$2.29K +10 +0.4%
SF
1814
Sun Financial
Utah
$793K -$1.14M -4,976 -71%
SW
1815
SlateStone Wealth
Florida
$787K -$15.6K -68 -3%
1C
1816
111 Capital
France
$785K +$527K +2,302 New
GWS
1817
Greykasell Wealth Strategies
California
$783K +$35K +153 +7%
BIA
1818
Beacon Investment Advisors
Maryland
$781K – – –
MCA
1819
Millennium Capital Advisors
Arkansas
$780K – – –
EWP
1820
Elevation Wealth Partners
California
$778K -$25.4K -111 -5%
NAMP
1821
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$777K – – –
GC
1822
Grimes & Company
Massachusetts
$774K +$91.3K +399 +21%
NCM
1823
Nelson Capital Management
California
$773K -$92.2K -403 -15%
NP
1824
Ninepoint Partners
Ontario, Canada
$773K -$176K -771 -25%
CWA
1825
Clarity Wealth Advisors
California
$773K -$687 -3 -0.1%
71 72
73
74 75