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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2001
Webster Bank
Connecticut
$212K +$28.5K +151 +15%
HFP
2002
Holistic Financial Partners
Indiana
$212K +$220K +1,166 New
CPA
2003
Capital Performance Advisors
California
$212K +$111K +587 +102%
WF
2004
Whelan Financial
California
$212K +$220K +1,164 New
SIA
2005
Soltis Investment Advisors
Utah
$212K -$6.22M -32,930 -97%
CCC
2006
Compass Capital Corp
Massachusetts
$212K +$211K +1,118 New
MS
2007
Maven Securities
Jersey
$211K -$2.76M -14,622 -93%
TCM
2008
Tradewinds Capital Management
Washington
$211K – – –
IPWA
2009
International Private Wealth Advisors
California
$211K +$219K +1,160 New
CWM
2010
Campbell Wealth Management
Virginia
$211K +$219K +1,158 New
WA
2011
WBH Advisory
Maryland
$210K +$218K +1,152 New
KIA
2012
KCM Investment Advisors
California
$209K -$151K -800 -41%
RWI
2013
Red Wave Investments
Pennsylvania
$209K +$217K +1,150 New
BAG
2014
Bridgewealth Advisory Group
California
$209K +$196K +1,036 New
ICP
2015
Impact Capital Partners
Colorado
$209K +$217K +1,149 New
BSHC
2016
Breed's Hill Capital
Massachusetts
$209K +$217K +1,149 New
CPWA
2017
Cerro Pacific Wealth Advisors
California
$208K -$113K -597 -50%
CGA
2018
Crescent Grove Advisors
Illinois
$208K -$12.8K -68 -6%
WLPWM
2019
Walled Lake Planning & Wealth Management
Illinois
$207K +$215K +1,136 New
AGC
2020
Aspen Grove Capital
Colorado
$206K +$214K +1,134 New
CPP
2021
Capasso Planning Partners
South Carolina
$206K -$29.1K -154 -12%
PFS
2022
Prospect Financial Services
New York
$205K +$213K +1,126 New
IIL
2023
Insight Inv LLC
California
$205K +$213K +1,126 New
BC
2024
Barrett & Company
Rhode Island
$204K +$2.27K +12 +1%
CWA
2025
Cascade Wealth Advisors
Washington
$204K +$212K +1,120 New
79 80
81
82 83