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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
2001
Atlantic Edge Private Wealth Management
Florida
$13.7K – – –
PWMG
2002
Private Wealth Management Group
New Jersey
$13.3K – – –
RTL
2003
Red Tortoise LLC
Georgia
$13.3K – – –
RF
2004
Robinswood Financial
Washington
$13.3K – – –
JAM
2005
JCIC Asset Management
Ontario, Canada
$13K – – –
DF
2006
Dunhill Financial
United Kingdom
$12.6K +$10.8K +64 +640%
HWM
2007
HighMark Wealth Management
Minnesota
$12.3K +$4.71K +28 +64%
NAAA
2008
New Age Alpha Advisors
New York
$12K – – –
WAS
2009
Winch Advisory Services
Wisconsin
$11.3K – – –
CJH
2010
Christopher J. Hasenberg
Wisconsin
$11K +$10.4K +62 New
CAM
2011
Costello Asset Management
Pennsylvania
$10.6K +$2.02K +12 +24%
CWA
2012
Carolina Wealth Advisors
South Carolina
$10.3K – – –
NI
2013
NCP Inc
California
$10.3K – – –
PWMG
2014
Prestige Wealth Management Group
New Jersey
$10.3K – – –
SC
2015
Sawyer & Company
Massachusetts
$10K +$9.76K +58 New
SC
2016
Solstein Capital
California
$9.23K – – –
NFA
2017
Northwest Financial Advisors
Virginia
$8.54K +$8.42K +50 New
CWM
2018
CarsonAllaria Wealth Management
Illinois
$6.84K – – –
DIP
2019
DT Investment Partners
Pennsylvania
$6.84K +$6.73K +40 New
MWA
2020
MFA Wealth Advisors
Pennsylvania
$6.49K – – –
EBA
2021
Eagle Bay Advisors
New York
$6.49K +$2.36K +14 +58%
W
2022
WealthCollab
Washington
$6.15K – – –
AA
2023
Addison Advisors
Vermont
$6.15K +$6.06K +36 New
BHWM
2024
Bay Harbor Wealth Management
Maryland
$6.15K – – –
MWM
2025
Mascoma Wealth Management
New Hampshire
$6.15K – – –
79 80
81
82 83