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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1801
Elevation Wealth Partners
California
$383K -$57.8K -344 -13%
JWM
1802
Jessup Wealth Management
Ohio
$383K
IIL
1803
Income Insurance Ltd
$382K +$49.4K +294 +14%
PW
1804
PUREfi Wealth
Massachusetts
$381K +$203K +1,208 +103%
SW
1805
SlateStone Wealth
Florida
$381K -$44K -262 -10%
CA
1806
Crewe Advisors
Utah
$380K +$21.2K +126 +6%
RWMG
1807
Redwood Wealth Management Group
New Jersey
$379K +$11.8K +70 +3%
MMC
1808
Mizuho Markets Cayman
Cayman Islands
$379K +$398K +2,367 New
BDL
1809
Banque de Luxembourg
Luxembourg
$379K
CA
1810
Calton & Associates
Florida
$378K -$2.86K -17 -0.7%
ADL
1811
Asset Dedication LLC
California
$377K -$134K -800 -25%
WG
1812
Wealth Group
North Carolina
$374K +$50.4K +300 +15%
GKFF
1813
George Kaiser Family Foundation
Oklahoma
$374K
PGCM
1814
Prescott Group Capital Management
Oklahoma
$374K
MSFS
1815
Main Street Financial Solutions
Pennsylvania
$373K -$312K -1,856 -44%
BWP
1816
Burling Wealth Partners
Illinois
$373K +$11.9K +71 +3%
MMA
1817
Mizuho Markets Americas
New York
$373K +$391K +2,328 New
OWA
1818
Outlook Wealth Advisors
Texas
$373K +$60.3K +359 +18%
NGA
1819
Naples Global Advisors
Florida
$372K -$74.9K -446 -16%
CIG
1820
Cascade Investment Group
Colorado
$371K +$34.8K +207 +10%
OP
1821
Oslo Pensjonsforsikring
$371K +$389K +2,313 New
CCM
1822
Chiron Capital Management
Florida
$371K +$388K +2,312 New
LIA
1823
LBMC Investment Advisors
Tennessee
$370K +$33.6K +200 +9%
SW
1824
Simplicity Wealth
New Jersey
$368K +$27.7K +165 +8%
BIA
1825
Beacon Investment Advisors
Maryland
$367K