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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
2001
Asset Allocation & Management Company
Illinois
$312K – – –
ST
2002
Spinnaker Trust
Maine
$311K +$341K +1,690 New
TCOO
2003
Trust Company of Oklahoma
Oklahoma
$311K – – –
EA
2004
Ellsworth Advisors
Ohio
$311K -$67K -332 -17%
SIA
2005
Sage Investment Advisers
New York
$311K +$340K +1,686 New
WPW
2006
Watershed Private Wealth
Illinois
$310K – – –
NWM
2007
Nolet Wealth Management
Texas
$310K +$340K +1,683 New
EGA
2008
E&G Advisors
Texas
$310K – – –
CWS
2009
Confluence Wealth Services
Pennsylvania
$310K +$5.45K +27 +2%
SIM
2010
Sentry Investment Management
Wisconsin
$309K – – –
RA
2011
Riversedge Advisors
Delaware
$307K +$77.7K +385 +30%
CWIG
2012
Chung Wu Investment Group
Texas
$306K – – –
FCM
2013
Fire Capital Management
California
$306K -$11.7K -58 -3%
MW
2014
Maia Wealth
Colorado
$305K +$36.3K +180 +11%
AG
2015
AIA Group
Hong Kong
$304K +$16.1K +80 +5%
GWS
2016
Greykasell Wealth Strategies
California
$304K +$153K +760 +85%
ZIC
2017
ZWJ Investment Counsel
Georgia
$302K +$331K +1,642 New
SIG
2018
Sargent Investment Group
Maryland
$301K +$330K +1,636 New
BMCM
2019
Burns Matteson Capital Management
New York
$301K -$3.23K -16 -1%
SEIA
2020
Signature Estate & Investment Advisors
California
$301K -$3.43K -17 -1%
LA
2021
LVW Advisors
New York
$301K +$87.4K +433 +36%
SHWA
2022
Safe Harbor Wealth Advisors
Ohio
$301K +$372K +1,846 New
FDCP
2023
Foster Dykema Cabot & Partners
Massachusetts
$300K -$74.4K -369 -18%
RZH
2024
Relyea Zuckerberg Hanson
Connecticut
$300K +$15.9K +79 +5%
NICM
2025
Neo Ivy Capital Management
New York
$300K +$328K +1,626 New
79 80
81
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