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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1901
Wealth Group
North Carolina
$374K +$410K +2,030 New
LF
1902
Lighthouse Financial
Florida
$373K +$1.21K +6 +0.3%
WF
1903
Whelan Financial
California
$370K +$18.8K +93 +5%
PJWM
1904
Philip James Wealth Mangement
Georgia
$369K +$40.6K +201 +11%
MIM
1905
Merrion Investment Management
New Jersey
$368K – – –
OGC
1906
One68 Global Capital
New York
$368K +$403K +2,000 New
SC
1907
Shay Capital
New York
$368K +$403K +2,000 New
EGM
1908
Engineers Gate Manager
New York
$368K -$17.3M -85,615 -98%
5NPW
1909
55 North Private Wealth
Florida
$368K +$403K +1,999 New
LD
1910
Lipe & Dalton
New York
$368K – – –
DWP
1911
Destiny Wealth Partners
Florida
$368K – – –
CF
1912
Carlson Financial
Oregon
$367K +$402K +1,995 New
1WM
1913
1900 Wealth Management
Texas
$367K +$67.8K +336 +20%
LJCM
1914
Lee Johnson Capital Management
Texas
$367K -$392K -1,942 -49%
KWM
1915
Keebeck Wealth Management
Illinois
$366K +$158K +785 +65%
MWAM
1916
Manhattan West Asset Management
California
$366K +$19.4K +96 +5%
PWA
1917
Prairie Wealth Advisors
Nebraska
$365K -$410K -2,033 Closed
NWM
1918
Nova Wealth Management
Florida
$365K – – –
MSWM
1919
McGlone Suttner Wealth Management
Wisconsin
$364K -$4.64K -23 -1%
AF
1920
Atala Financial
California
$364K -$19.4K -96 -5%
SL
1921
Sentinus LLC
Illinois
$364K +$200K +990 +100%
IP
1922
Investment Partners
Ohio
$363K +$19.4K +96 +5%
TWM
1923
Thryve Wealth Management
Texas
$362K +$397K +1,967 New
OWA
1924
Outlook Wealth Advisors
Texas
$362K -$8.88K -44 -2%
TL
1925
Tradewinds LLC
North Carolina
$361K -$40.3K -200 -9%
75 76
77
78 79