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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2001
Summit Wealth Group (Colorado)
Colorado
$576K +$58.6K +256 +18%
YP
2002
YANKCOM Partnership
South Dakota
$576K -$12.8K -56 -3%
S
2003
Sunpointe
Missouri
$575K +$2.06K +9 +0.5%
GWM
2004
Greenline Wealth Management
Florida
$575K +$37.1K +162 +11%
FFA
2005
Florida Financial Advisors
Florida
$574K +$6.64K +29 +2%
FUBT
2006
First United Bank & Trust
Maryland
$571K +$138K +602 +56%
SIA
2007
Strategic Investment Advisors
Michigan
$570K +$45.1K +197 +13%
OQS
2008
Occudo Quantitative Strategies
Florida
$568K +$381K +1,666 New
AWA
2009
Amplius Wealth Advisors
Pennsylvania
$567K +$381K +1,663 New
PCS
2010
Personal CFO Solutions
New Jersey
$567K +$90.2K +394 +31%
WI
2011
WBI Investments
New Jersey
$565K +$379K +1,656 New
GA
2012
Goldstein Advisors
Wisconsin
$564K +$379K +1,654 New
OCM
2013
One Capital Management
California
$560K – – –
LFS
2014
Legacy Financial Strategies
Kansas
$559K -$43.7K -191 -10%
VFA
2015
Voya Financial Advisors
Connecticut
$558K -$148K -647 -28%
QC
2016
Quent Capital
New York
$557K +$10.8K +47 +3%
VAG
2017
VisionPoint Advisory Group
Texas
$556K -$56.1K -245 -13%
ST
2018
Sageworth Trust
Pennsylvania
$555K -$63.2K -276 -15%
HCM
2019
Hall Capital Management
Rhode Island
$555K -$10.1K -44 -3%
LWA
2020
Legacy Wealth Advisors
Florida
$552K +$371K +1,619 New
MAM
2021
Montchanin Asset Management
Delaware
$552K – – –
IP
2022
Investment Partners
Ohio
$552K +$3.21K +14 +0.9%
TMC
2023
Themes Management Co
Connecticut
$551K -$39.6K -173 -10%
MFWP
2024
Mosaic Family Wealth Partners
Missouri
$550K -$276K -1,207 -43%
BFA
2025
Beacon Financial Advisory
Ohio
$549K +$34.8K +152 +10%
79 80
81
82 83