We are live on ! Find out more
PANW icon

Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
2001
Quent Capital
New York
$557K +$10.8K +47 +3%
VAG
2002
VisionPoint Advisory Group
Texas
$556K -$56.1K -245 -13%
ST
2003
Sageworth Trust
Pennsylvania
$555K -$63.2K -276 -15%
HCM
2004
Hall Capital Management
Rhode Island
$555K -$10.1K -44 -3%
LWA
2005
Legacy Wealth Advisors
Florida
$552K +$371K +1,619 New
MAM
2006
Montchanin Asset Management
Delaware
$552K – – –
IP
2007
Investment Partners
Ohio
$552K +$3.21K +14 +0.9%
TMC
2008
Themes Management Co
Connecticut
$551K -$39.6K -173 -10%
MFWP
2009
Mosaic Family Wealth Partners
Missouri
$550K -$276K -1,207 -43%
BFA
2010
Beacon Financial Advisory
Ohio
$549K +$34.8K +152 +10%
FMP
2011
Financial Management Professionals
Texas
$548K +$37.1K +162 +11%
VWM
2012
Vigilare Wealth Management
Arizona
$547K -$14.4K -63 -4%
SF
2013
Succession Financial
Texas
$546K +$367K +1,602 New
ADEF
2014
ABS Direct Equity Fund
Connecticut
$546K -$288K -1,259 -79%
AIM
2015
ABS Investment Management
Connecticut
$546K +$78.1K +341 New
GA
2016
Greenspring Advisors
Maryland
$545K +$366K +1,599 New
PIA
2017
Pinion Investment Advisors
Kansas
$545K +$60.2K +263 +20%
FAOAI
2018
Fund Advisors of America Inc
Florida
$545K -$357K -1,559 -49%
TWA
2019
Talisman Wealth Advisors
New Jersey
$543K +$364K +1,592 New
EFSCE
2020
Enterprise Financial Services Corp (EFSC)
Missouri
$543K +$13.5K +59 +4%
WMA
2021
Wealth Management Associates
New Jersey
$540K -$18.1K -79 -5%
RCM
2022
Requisite Capital Management
Texas
$539K – – –
BFG
2023
Beto Financial Group
Idaho
$539K +$7.55K +33 +2%
FFP
2024
FourThought Financial Partners
Florida
$537K -$241K -1,054 -40%
WCM
2025
WealthBridge Capital Management
Ohio
$536K -$52.9K -231 -13%
79 80
81
82 83