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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1951
Legacy Financial Strategies
Kansas
$293K -$99.8K -594 -25%
FHC
1952
First Heartland Consultants
Missouri
$293K +$45K +268 +17%
OBWG
1953
Onyx Bridge Wealth Group
New York
$293K +$8.57K +51 +3%
ICP
1954
Impact Capital Partners
Colorado
$292K +$54.3K +323 +22%
BFA
1955
Bill Few Associates
Pennsylvania
$291K +$19K +113 +7%
TWA
1956
TCI Wealth Advisors
Arizona
$290K +$8.4K +50 +3%
TWM
1957
Thryve Wealth Management
Texas
$289K -$27.2K -162 -8%
WCM
1958
WealthBridge Capital Management
Ohio
$289K -$266K -1,582 -47%
RF
1959
Rossby Financial
Florida
$289K +$170K +1,010 +128%
JCM
1960
Jacobsen Capital Management
Utah
$288K +$76.3K +454 +34%
WWMSC
1961
Wagner Wealth Management (South Carolina)
South Carolina
$288K +$17.5K +104 +6%
HAIM
1962
Hunter Associates Investment Management
Pennsylvania
$288K +$302K +1,799 New
PIC
1963
Portland Investment Counsel
Ontario, Canada
$288K +$302K +1,796 New
SWA
1964
Serenus Wealth Advisors
California
$287K – – –
TMC
1965
Themes Management Co
Connecticut
$287K +$301K +1,789 New
WE
1966
Wealth Effects
Massachusetts
$286K +$104K +620 +53%
RFP
1967
Root Financial Partners
California
$286K -$172K -1,022 -36%
ACGA
1968
Atlanta Consulting Group Advisors
Georgia
$285K +$1.68K +10 +0.6%
GC
1969
Granville Capital
North Carolina
$285K -$12.1K -72 -4%
CFG
1970
Carr Financial Group
Massachusetts
$284K -$2.52K -15 -0.8%
VA
1971
Valmark Advisers
Ohio
$283K -$97.6K -581 -25%
TA
1972
TFB Advisors
Kansas
$282K -$227K -1,350 -43%
HFP
1973
Holistic Financial Partners
Indiana
$282K +$84.8K +505 +40%
LJHT
1974
Laurie J. Hall Trustee
$282K – – –
WA
1975
WBH Advisory
Maryland
$281K +$101K +600 +52%
77 78
79
80 81