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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2026
Key Financial Inc
Pennsylvania
$6.15K +$2.02K +12 +50%
CCMI
2027
Creative Capital Management Investments
California
$5.81K – – –
BFS
2028
Bare Financial Services
Pennsylvania
$5.47K – – –
MFA
2029
McClarren Financial Advisors
Pennsylvania
$5K +$36K +214 +32%
AFG
2030
Albion Financial Group
Utah
$4.79K – – –
CTWM
2031
Cherry Tree Wealth Management
Minnesota
$4.79K – – –
ETS
2032
ESL Trust Services
New York
$4.79K – – –
CAM
2033
Chesapeake Asset Management
New York
$4.79K +$1.01K +6 +27%
FFA
2034
Frazier Financial Advisors
Ohio
$4.44K -$51.5K -306 -92%
DF
2035
DecisionPoint Financial
Arizona
$4.44K – – –
DPW
2036
DiNuzzo Private Wealth
Pennsylvania
$4.44K – – –
CSB
2037
City State Bank
Iowa
$4.1K – – –
JGIA
2038
Jackson Grant Investment Advisers
Connecticut
$4.1K – – –
TAM
2039
Tucker Asset Management
Colorado
$4.1K – – –
BCH
2040
Berkshire Capital Holdings
California
$3.42K – – –
CHA
2041
Carmichael Hill & Associates
Maryland
$3.42K – – –
CIM
2042
Contravisory Investment Management
Massachusetts
$3.42K – – –
PG
2043
Proffitt & Goodson
Tennessee
$3.42K +$3.37K +20 New
TCM
2044
TruNorth Capital Management
Michigan
$3.08K – – –
AA
2045
AlphaMark Advisors
Kentucky
$3K -$16.8K -100 -86%
AFWM
2046
Abich Financial Wealth Management
Virginia
$2.73K -$5.39K -32 -67%
PS
2047
PayPay Securities
Japan
$2.73K +$1.68K +10 +167%
TCM
2048
TD Capital Management
Tennessee
$2.39K +$2.36K +14 New
EFMH
2049
E Fund Management (HK)
Hong Kong
$2K – – –
CIR
2050
Clear Investment Research
Georgia
$1.71K – – –
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