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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
1926
Enterprise Financial Services Corp (EFSC)
Missouri
$226K +$21.3K +115 +10%
GCA
1927
Gradient Capital Advisors
California
$225K -$49.2K -266 -17%
SRC
1928
Shufro Rose & Co
New York
$225K – – –
WLIM
1929
White Lighthouse Investment Management
Massachusetts
$225K – – –
VW
1930
Veridan Wealth
Oregon
$225K +$3.51K +19 +1%
ABWM
1931
Alpine Bank Wealth Management
Colorado
$225K +$244K +1,320 New
CBTWT
1932
Community Bank & Trust (Waco, Texas)
Texas
$225K – – –
OFW
1933
Omnia Family Wealth
Florida
$225K -$88.8K -480 -27%
CWM
1934
Centurion Wealth Management
Virginia
$225K – – –
MWM
1935
Marion Wealth Management
Pennsylvania
$224K +$14.4K +78 +6%
MFT
1936
Moisand Fitzgerald Tamayo
Florida
$224K – – –
SW
1937
Simplicity Wealth
New Jersey
$224K +$243K +1,312 New
GC
1938
Grimes & Company
Massachusetts
$224K +$12.2K +66 +5%
AG
1939
AmeriFlex Group
Nevada
$223K +$51K +276 +27%
CWP
1940
Capital Wealth Planning
Florida
$222K +$241K +1,301 New
FA
1941
Fountainhead AM
New Jersey
$222K +$241K +1,301 New
PA
1942
Promethium Advisors
Maryland
$222K – – –
PAG
1943
Poinciana Advisors Group
Florida
$221K +$239K +1,295 New
MHC
1944
May Hill Capital
Massachusetts
$221K +$15.3K +83 +7%
WWMSC
1945
Wagner Wealth Management (South Carolina)
South Carolina
$220K +$6.1K +33 +3%
GDP
1946
Great Diamond Partners
Maine
$220K -$24.6K -133 -9%
MAM
1947
Martingale Asset Management
Massachusetts
$219K -$1.85K -10 -0.8%
DI
1948
Disciplined Investors
Texas
$219K -$21.6K -117 -8%
LGG
1949
Luts & Greenleigh Group
Maryland
$219K -$1.11K -6 -0.5%
CFA
1950
Capstone Financial Advisors
Illinois
$219K -$18.7K -101 -7%
76 77
78
79 80