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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1926
C.M. Bidwell & Associates
Hawaii
$18.3K – – –
SCA
1927
Stuart Chaussee & Associates
California
$17.3K – – –
MSWM
1928
Mowery & Schoenfeld Wealth Management
Illinois
$17K – – –
PCWA
1929
Pacific Capital Wealth Advisors
California
$16.6K +$14.7K +98 New
CMP
1930
Coston McIsaac & Partners
Maine
$16K – – –
RWM
1931
Raffa Wealth Management
District of Columbia
$15.3K – – –
SSG
1932
Summit Securities Group
New York
$15K +$12.9K +86 New
JWM
1933
Janiczek Wealth Management
Colorado
$14.9K – – –
TFF
1934
The Family Firm
Maryland
$14.6K +$12.9K +86 New
SN
1935
Sittner & Nelson
Oregon
$14.2K – – –
AEPWM
1936
Atlantic Edge Private Wealth Management
Florida
$13.6K +$4.49K +30 +60%
TFM
1937
TFC Financial Management
Massachusetts
$13.6K +$10.2K +68 +567%
PWMG
1938
Private Wealth Management Group
New Jersey
$13.2K – – –
TIM
1939
Tortoise Investment Management
New York
$13.2K -$5.98K -40 -34%
RF
1940
Robinswood Financial
Washington
$13.2K -$1.2K -8 -9%
RTL
1941
Red Tortoise LLC
Georgia
$13.2K – – –
JAM
1942
JCIC Asset Management
Ontario, Canada
$12.9K – – –
JWA
1943
JFS Wealth Advisors
Pennsylvania
$12.2K -$17.1K -114 -61%
CAL
1944
Capital Advisors Ltd
Ohio
$12K +$8.97K +60 +500%
NAAA
1945
New Age Alpha Advisors
New York
$11.9K +$10.5K +70 New
GGI
1946
Godsey & Gibb Inc
Virginia
$11.2K – – –
MA
1947
MCF Advisors
Kentucky
$11.2K +$3.59K +24 +57%
WAS
1948
Winch Advisory Services
Wisconsin
$11.2K – – –
PWMG
1949
Prestige Wealth Management Group
New Jersey
$10.2K +$1.2K +8 +15%
NI
1950
NCP Inc
California
$10.2K -$4.49K -30 -33%
76 77
78
79 80