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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
2001
Three Seasons Wealth
Utah
– -$341K -2,312 Closed
MAP
2002
Moody Aldrich Partners
Massachusetts
– -$341K -2,310 Closed
AT
2003
American Trust
Kentucky
– -$337K -2,288 Closed
SM
2004
Sciencast Management
New Jersey
– -$334K -2,262 Closed
FTIS
2005
First Trust Investment Solutions
Florida
– -$332K -2,252 Closed
VRM
2006
Vectors Research Management
New York
– -$326K -2,214 Closed
AAS
2007
Annex Advisory Services
Wisconsin
– -$325K -2,202 Closed
FFA
2008
Founders Financial Alliance
North Carolina
– -$318K -2,158 Closed
ONGA
2009
O'Neil Global Advisors
California
– -$295K -2,000 Closed
RC
2010
RBF Capital
California
– -$295K -2,000 Closed
SICM
2011
Sustainable Insight Capital Management
New York
– -$295K -2,000 Closed
SC
2012
Sepio Capital
Utah
– -$278K -1,888 Closed
FCA
2013
Fortis Capital Advisors
Kansas
– -$275K -1,864 Closed
TDC
2014
Thompson Davis & Co
Virginia
– -$265K -1,800 Closed
AIP
2015
Almanack Investment Partners
Pennsylvania
– -$254K -1,722 Closed
MAG
2016
MRA Advisory Group
New Jersey
– -$239K -1,622 Closed
BAG
2017
Bridgewealth Advisory Group
California
– -$230K -1,560 Closed
PSC
2018
Portman Square Capital
United Kingdom
– -$226K -1,536 Closed
WWM
2019
Whalen Wealth Management
Nevada
– -$221K -1,496 Closed
HIF
2020
Hill Island Financial
Michigan
– -$220K -1,490 Closed
LCWP
2021
Legacy Capital Wealth Partners
Arkansas
– -$219K -1,486 Closed
CFA
2022
Capstone Financial Advisors
Illinois
– -$214K -1,454 Closed
AWG
2023
Altus Wealth Group
Colorado
– -$213K -1,448 Closed
T
2024
TCWP
Ohio
– -$212K -1,440 Closed
OWA
2025
Outlook Wealth Advisors
Texas
– -$212K -1,436 Closed
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