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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
Mascoma Wealth Management
New Hampshire
$5.31K – – –
W
1802
WealthCollab
Washington
$5.31K +$4.81K +36 New
CCMI
1803
Creative Capital Management Investments
California
$5.01K – – –
PS
1804
PayPay Securities
Japan
$4.93K +$802 +6 +23%
PGAM
1805
Princeton Global Asset Management
New Jersey
$4.72K +$4.28K +32 New
LPP
1806
Life Planning Partners
Florida
$4.42K +$4.01K +30 New
CTWM
1807
Cherry Tree Wealth Management
Minnesota
$4.13K – – –
CSB
1808
City State Bank
Iowa
$4K – – –
DF
1809
DecisionPoint Financial
Arizona
$3.83K -$4.55K -34 -57%
WBC
1810
West Branch Capital
Massachusetts
$3.83K +$3.48K +26 New
AA
1811
Addison Advisors
Vermont
$3.54K – – –
JGIA
1812
Jackson Grant Investment Advisers
Connecticut
$3.54K – – –
LF
1813
Lee Financial
Texas
$3.54K – – –
NECFA
1814
New England Capital Financial Advisors
Connecticut
$3.54K – – –
TAM
1815
Tucker Asset Management
Colorado
$3.54K – – –
TVAMP
1816
Tennessee Valley Asset Management Partners
Tennessee
$3.54K +$3.21K +24 New
DPW
1817
DiNuzzo Private Wealth
Pennsylvania
$3.24K +$2.94K +22 New
BCH
1818
Berkshire Capital Holdings
California
$2.95K -$2.35M -17,600 -100%
CHA
1819
Carmichael Hill & Associates
Maryland
$2.95K – – –
NMG
1820
New Millennium Group
Utah
$2.95K – – –
CIM
1821
Contravisory Investment Management
Massachusetts
$2.95K +$2.67K +20 New
CIA
1822
Cape Investment Advisory
Georgia
$2.65K – – –
SIS
1823
Sound Income Strategies
Florida
$2.65K – – –
MSG
1824
Main Street Group
Virginia
$2.65K +$2.41K +18 New
FGAM
1825
Financial Gravity Asset Management
Texas
$2.22K +$1.07K +8 +100%
71 72
73
74 75