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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Asset Management
2001
Wolverine Asset Management
Illinois
– -$354K -2,400 Closed
PCOC
2002
Power Corp of Canada
Canada
– -$353K -2,396 Closed
TSW
2003
Three Seasons Wealth
Utah
– -$341K -2,312 Closed
MAP
2004
Moody Aldrich Partners
Massachusetts
– -$341K -2,310 Closed
AT
2005
American Trust
Kentucky
– -$337K -2,288 Closed
SM
2006
Sciencast Management
New Jersey
– -$334K -2,262 Closed
FTIS
2007
First Trust Investment Solutions
Florida
– -$332K -2,252 Closed
VRM
2008
Vectors Research Management
New York
– -$326K -2,214 Closed
Annex Advisory Services
2009
Annex Advisory Services
Wisconsin
– -$325K -2,202 Closed
FFA
2010
Founders Financial Alliance
North Carolina
– -$318K -2,158 Closed
ONGA
2011
O'Neil Global Advisors
California
– -$295K -2,000 Closed
RBF Capital
2012
RBF Capital
California
– -$295K -2,000 Closed
SICM
2013
Sustainable Insight Capital Management
New York
– -$295K -2,000 Closed
SC
2014
Sepio Capital
Utah
– -$278K -1,888 Closed
FCA
2015
Fortis Capital Advisors
Kansas
– -$275K -1,864 Closed
TDC
2016
Thompson Davis & Co
Virginia
– -$265K -1,800 Closed
AIP
2017
Almanack Investment Partners
Pennsylvania
– -$254K -1,722 Closed
MAG
2018
MRA Advisory Group
New Jersey
– -$239K -1,622 Closed
BAG
2019
Bridgewealth Advisory Group
California
– -$230K -1,560 Closed
PSC
2020
Portman Square Capital
United Kingdom
– -$226K -1,536 Closed
WWM
2021
Whalen Wealth Management
Nevada
– -$221K -1,496 Closed
HIF
2022
Hill Island Financial
Michigan
– -$220K -1,490 Closed
LCWP
2023
Legacy Capital Wealth Partners
Arkansas
– -$219K -1,486 Closed
CFA
2024
Capstone Financial Advisors
Illinois
– -$214K -1,454 Closed
AWG
2025
Altus Wealth Group
Colorado
– -$213K -1,448 Closed