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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2026
Financial Management Professionals
Texas
$548K +$37.1K +162 +11%
VWM
2027
Vigilare Wealth Management
Arizona
$547K -$14.4K -63 -4%
SF
2028
Succession Financial
Texas
$546K +$367K +1,602 New
ADEF
2029
ABS Direct Equity Fund
Connecticut
$546K -$288K -1,259 -79%
AIM
2030
ABS Investment Management
Connecticut
$546K +$78.1K +341 New
GA
2031
Greenspring Advisors
Maryland
$545K +$366K +1,599 New
PIA
2032
Pinion Investment Advisors
Kansas
$545K +$60.2K +263 +20%
FAOAI
2033
Fund Advisors of America Inc
Florida
$545K -$357K -1,559 -49%
TWA
2034
Talisman Wealth Advisors
New Jersey
$543K +$364K +1,592 New
EFSCE
2035
Enterprise Financial Services Corp (EFSC)
Missouri
$543K +$13.5K +59 +4%
WMA
2036
Wealth Management Associates
New Jersey
$540K -$18.1K -79 -5%
RCM
2037
Requisite Capital Management
Texas
$539K – – –
BFG
2038
Beto Financial Group
Idaho
$539K +$7.55K +33 +2%
FFP
2039
FourThought Financial Partners
Florida
$537K -$241K -1,054 -40%
WCM
2040
WealthBridge Capital Management
Ohio
$536K -$52.9K -231 -13%
WCM
2041
Wedge Capital Management
North Carolina
$535K -$37.8K -165 -10%
KIM
2042
Kestra Investment Management
Texas
$534K +$358K +1,566 New
UOC
2043
University of Chicago
Illinois
$532K – – –
VIA
2044
Victrix Investment Advisors
Florida
$530K -$10.3K -45 -3%
DCM
2045
Donaldson Capital Management
Indiana
$530K +$355K +1,553 New
BSC
2046
Brown Shipley & Co
United Kingdom
$529K -$11.4K -50 -3%
ABLA
2047
Alan B. Lancz & Associates
Ohio
$529K – – –
EPW
2048
Evolve Private Wealth
California
$526K -$1.33M -5,825 -79%
FG
2049
Foster Group
Iowa
$526K +$353K +1,542 New
GF
2050
Gabelli Funds
New York
$525K -$44.6K -195 -11%
80 81
82
83 84