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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2001
Rothschild Capital Partners
New York
$279K +$262K +1,370 New
AP
2002
Atwood & Palmer
Missouri
$277K – – –
PMG
2003
ProVise Management Group
Florida
$277K – – –
PWM
2004
PTM Wealth Management
United States
$276K +$9.57K +50 +4%
MCM
2005
Manchester Capital Management
Vermont
$276K -$169K -884 -39%
DOA
2006
D'Orazio & Associates
Virginia
$276K -$1.72K -9 -0.7%
NFP
2007
NorthLanding Financial Partners
New York
$275K -$258K -1,350 -50%
BCM
2008
Blume Capital Management
California
$275K -$2.3K -12 -0.9%
WLIM
2009
White Lighthouse Investment Management
Massachusetts
$275K +$5.74K +30 +2%
BTWM
2010
Brass Tax Wealth Management
Ohio
$274K -$3.83K -20 -1%
VI
2011
Versor Investments
New York
$274K -$1.34M -7,001 -84%
BW
2012
BXM Wealth
Colorado
$273K – – –
DCM
2013
Dudley Capital Management
Virginia
$271K – – –
BFF
2014
Byrne Financial Freedom
Massachusetts
$271K -$536K -2,800 -68%
WCM
2015
Wedge Capital Management
North Carolina
$270K +$10.5K +55 +4%
VA
2016
Valmark Advisers
Ohio
$270K +$254K +1,327 New
CBTWT
2017
Community Bank & Trust (Waco, Texas)
Texas
$269K – – –
LGG
2018
Luts & Greenleigh Group
Maryland
$269K +$5.74K +30 +2%
EAM
2019
Empirical Asset Management
Massachusetts
$268K +$252K +1,316 New
MFT
2020
Moisand Fitzgerald Tamayo
Florida
$267K – – –
CFA
2021
Capstone Financial Advisors
Illinois
$267K – – –
SAM
2022
Sequent Asset Management
Texas
$266K +$9.95K +52 +4%
JCM
2023
Jacobsen Capital Management
Utah
$266K -$28.3K -148 -10%
KA
2024
KLCM Advisors
Wisconsin
$265K +$249K +1,300 New
SLC
2025
Second Line Capital
Louisiana
$265K +$249K +1,299 New
79 80
81
82 83