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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2026
Resurgent Financial Advisors
Georgia
– -$210K -1,424 Closed
LCM
2027
Lazari Capital Management
California
– -$209K -1,418 Closed
PCIG
2028
Partners Capital Investment Group
Massachusetts
– -$206K -1,400 Closed
MA
2029
MAS Advisors
Florida
– -$206K -1,398 Closed
WA
2030
WP Advisors
California
– -$206K -1,394 Closed
KWM
2031
Kolinsky Wealth Management
New Jersey
– -$205K -1,390 Closed
PCS
2032
Private Client Services
Kentucky
– -$204K -1,384 Closed
PA
2033
Perennial Advisors
New York
– -$203K -1,380 Closed
SC
2034
Schoolcraft Capital
Colorado
– -$203K -1,380 Closed
AWP
2035
Avid Wealth Partners
Texas
– -$201K -1,362 Closed
GJIA
2036
Glass Jacobson Investment Advisors
Maryland
– -$197K -1,338 Closed
CBFP
2037
Cedar Brook Financial Partners
Ohio
– -$215K -1,332 Closed
APA
2038
Astoria Portfolio Advisors
New York
– -$226K -1,326 Closed
CC
2039
Centiva Capital
New York
– -$164K -1,040 Closed
RIM
2040
Rockbridge Investment Management
New York
– -$133K -900 Closed
WAG
2041
Wiser Advisor Group
Arizona
– -$122K -828 Closed
GWS
2042
Glassman Wealth Services
Virginia
– -$120K -812 Closed
A
2043
AJOVista
Massachusetts
– -$97.9K -664 Closed
FCG
2044
Financial Connections Group
California
– -$92K -630 Closed
KI
2045
Kapitalo Investimentos
Brazil
– -$60.2K -408 Closed
POIA
2046
Pin Oak Investment Advisors
Texas
– -$35K -240 Closed
HCM
2047
Highlander Capital Management
New Jersey
– -$29.5K -200 Closed
TCWA
2048
Turtle Creek Wealth Advisors
Texas
– -$23.9K -162 Closed
AS
2049
Altshuler Shaham
Israel
– -$20.2K -128 Closed
BWM
2050
BKM Wealth Management
Wisconsin
– -$17.4K -118 Closed
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