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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1951
Carolina Wealth Advisors
South Carolina
$10.2K – – –
SIS
1952
Strategic Investment Solutions
Illinois
$10.1K +$9.27K +62 New
EC
1953
Elequin Capital
New York
$9.83K +$8.68K +58 New
UWS
1954
Unique Wealth Strategies
Illinois
$9.66K +$10.2K +68 New
SC
1955
Solstein Capital
California
$9.15K – – –
SIC
1956
SJS Investment Consulting
Ohio
$8.82K +$4.79K +32 +160%
CAM
1957
Costello Asset Management
Pennsylvania
$8.47K -$97.2K -650 -93%
VF
1958
VitalStone Financial
Texas
$8.47K +$2.99K +20 +67%
AFWM
1959
Abich Financial Wealth Management
Virginia
$8.14K +$7.18K +48 New
HWM
1960
HighMark Wealth Management
Minnesota
$7.46K – – –
CWM
1961
CarsonAllaria Wealth Management
Illinois
$6.78K – – –
CAM
1962
Creekmur Asset Management
Illinois
$6.78K +$5.98K +40 New
SIS
1963
Sound Income Strategies
Florida
$6.44K – – –
FFO
1964
Fortitude Family Office
Arizona
$6.44K +$5.68K +38 New
MWA
1965
MFA Wealth Advisors
Pennsylvania
$6.44K +$5.68K +38 New
W
1966
WealthCollab
Washington
$6.1K – – –
BHWM
1967
Bay Harbor Wealth Management
Maryland
$6.1K – – –
LFA
1968
LGT Financial Advisors
Texas
$6.1K – – –
MWM
1969
Mascoma Wealth Management
New Hampshire
$6.1K – – –
CCMI
1970
Creative Capital Management Investments
California
$5.76K – – –
BFS
1971
Bare Financial Services
Pennsylvania
$5.2K – – –
VWA
1972
Valued Wealth Advisors
Utah
$5.09K +$1.2K +8 +36%
AFG
1973
Albion Financial Group
Utah
$4.75K – – –
CTWM
1974
Cherry Tree Wealth Management
Minnesota
$4.75K – – –
ETS
1975
ESL Trust Services
New York
$4.75K +$4.19K +28 New
77 78
79
80 81