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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1951
Jackson Wealth Management
Florida
$611K -$2.66M -11,602 -87%
CCAL
1952
City Center Advisors LLC
Michigan
$607K +$408K +1,781 New
DWM
1953
Daner Wealth Management
Georgia
$607K +$3.89K +17 +1%
CFG
1954
Carr Financial Group
Massachusetts
$606K +$1.83K +8 +0.5%
MWAM
1955
Manhattan West Asset Management
California
$605K +$13K +57 +3%
GC
1956
Garde Capital
Washington
$605K +$36.9K +161 +10%
JWM
1957
JGP Wealth Management
Oregon
$604K +$21.1K +92 +5%
AIS
1958
AM Investment Strategies
Tennessee
$601K +$8.93K +39 +2%
LJHT
1959
Laurie J. Hall Trustee
$600K – – –
VA
1960
Valmark Advisers
Ohio
$600K -$1.6K -7 -0.4%
CF
1961
Clarity Financial
Texas
$598K -$24.2M -105,752 -98%
WA
1962
WBH Advisory
Maryland
$597K – – –
WAM
1963
WNY Asset Management
New York
$597K +$10.8K +47 +3%
LCWP
1964
Legacy Capital Wealth Partners
Arkansas
$597K -$52K -227 -11%
PIWA
1965
Prevail Innovative Wealth Advisors
Kansas
$595K +$7.55K +33 +2%
1WM
1966
1900 Wealth Management
Texas
$592K +$397K +1,736 New
NFG
1967
Northbridge Financial Group
Florida
$592K +$397K +1,736 New
JCIA
1968
Jackson Creek Investment Advisors
Colorado
$591K -$15.6K -68 -4%
CCAM
1969
Cascades Capital Asset Management
North Carolina
$590K -$59.3K -259 -13%
CPW
1970
Cove Private Wealth
New York
$590K +$4.12K +18 +1%
PWP
1971
Precedent Wealth Partners
Texas
$590K +$396K +1,729 New
3IP
1972
3Chopt Investment Partners
Virginia
$587K +$394K +1,720 New
EA
1973
Ellsworth Advisors
Ohio
$586K – – –
GRWP
1974
Green Ridge Wealth Planning
New Jersey
$586K +$229 +1 +0.1%
HCM
1975
Highview Capital Management
Illinois
$586K +$393K +1,718 New
77 78
79
80 81