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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2001
Abacus Wealth Partners
California
$271K +$284K +1,688 New
MWM
2002
Mattern Wealth Management
Kansas
$270K -$21.8K -130 -7%
SB
2003
Sunflower Bank
Texas
$270K +$76.9K +458 +37%
GCM
2004
Gallacher Capital Management
Colorado
$270K +$20.7K +123 +8%
JWM
2005
JGP Wealth Management
Oregon
$269K +$31.8K +189 +13%
S
2006
Sunpointe
Missouri
$269K -$13.8K -82 -5%
4WM
2007
49 Wealth Management
Texas
$269K +$89.9K +535 +47%
WA
2008
Waddell & Associates
Tennessee
$268K -$351K -2,087 -56%
CFA
2009
Collaborative Fund Advisors
Nevada
$268K +$281K +1,673 New
SL
2010
Summitry LLC
California
$268K +$281K +1,671 New
CCA
2011
Catalyst Capital Advisors
New York
$267K +$69.9K +416 +33%
VWM
2012
Vigilare Wealth Management
Arizona
$267K -$516K -3,070 -65%
WMA
2013
Wealth Management Associates
New Jersey
$266K -$105K -627 -27%
EA
2014
Ellsworth Advisors
Ohio
$265K – – –
TYCC
2015
Texas Yale Capital Corp
Florida
$265K +$94.1K +560 +51%
FFA
2016
Florida Financial Advisors
Florida
$265K +$57.3K +341 +26%
KCP
2017
Kera Capital Partners
California
$265K -$178K -1,057 -39%
DWA
2018
Douglass Winthrop Advisors
New York
$264K -$110K -653 -28%
CFG
2019
Capital Financial Group
Colorado
$264K +$8.4K +50 +3%
LCA
2020
Legend Capital Advisors
New York
$263K +$33.6K +200 +14%
SMA
2021
Seven Mile Advisory
New Jersey
$262K -$13.1K -78 -5%
KWMG
2022
King Wealth Management Group
Florida
$261K -$252K -1,500 -48%
MAM
2023
Montchanin Asset Management
Delaware
$260K +$272K +1,620 New
MCA
2024
Martin Capital Advisors
Texas
$259K +$1.51K +9 +0.6%
GC
2025
Garde Capital
Washington
$259K -$15.6K -93 -5%
79 80
81
82 83