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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1926
Central Bank & Trust
Kentucky
$19K -$15K -100 -47%
CMBA
1927
C.M. Bidwell & Associates
Hawaii
$18.3K – – –
SCA
1928
Stuart Chaussee & Associates
California
$17.3K – – –
MSWM
1929
Mowery & Schoenfeld Wealth Management
Illinois
$17K – – –
PCWA
1930
Pacific Capital Wealth Advisors
California
$16.6K +$14.7K +98 New
CMP
1931
Coston McIsaac & Partners
Maine
$16K – – –
RWM
1932
Raffa Wealth Management
District of Columbia
$15.3K – – –
SSG
1933
Summit Securities Group
New York
$15K +$12.9K +86 New
JWM
1934
Janiczek Wealth Management
Colorado
$14.9K – – –
TFF
1935
The Family Firm
Maryland
$14.6K +$12.9K +86 New
SN
1936
Sittner & Nelson
Oregon
$14.2K – – –
AEPWM
1937
Atlantic Edge Private Wealth Management
Florida
$13.6K +$4.49K +30 +60%
TFM
1938
TFC Financial Management
Massachusetts
$13.6K +$10.2K +68 +567%
PWMG
1939
Private Wealth Management Group
New Jersey
$13.2K – – –
TIM
1940
Tortoise Investment Management
New York
$13.2K -$5.98K -40 -34%
RF
1941
Robinswood Financial
Washington
$13.2K -$1.2K -8 -9%
RTL
1942
Red Tortoise LLC
Georgia
$13.2K – – –
JAM
1943
JCIC Asset Management
Ontario, Canada
$12.9K – – –
JWA
1944
JFS Wealth Advisors
Pennsylvania
$12.2K -$17.1K -114 -61%
CAL
1945
Capital Advisors Ltd
Ohio
$12K +$8.97K +60 +500%
NAAA
1946
New Age Alpha Advisors
New York
$11.9K +$10.5K +70 New
GGI
1947
Godsey & Gibb Inc
Virginia
$11.2K – – –
MA
1948
MCF Advisors
Kentucky
$11.2K +$3.59K +24 +57%
WAS
1949
Winch Advisory Services
Wisconsin
$11.2K – – –
PWMG
1950
Prestige Wealth Management Group
New Jersey
$10.2K +$1.2K +8 +15%
76 77
78
79 80