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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
2026
New Century Financial Group
New Jersey
$243K +$220K +1,186 New
ABC
2027
Associated Banc-Corp
Wisconsin
$242K – – –
HFP
2028
Holistic Financial Partners
Indiana
$242K +$1.11K +6 +0.5%
SFM
2029
Signet Financial Management
New Jersey
$241K -$51.3K -276 -19%
WCG
2030
Weaver Consulting Group
California
$240K +$218K +1,175 New
FWM
2031
FSA Wealth Management
Massachusetts
$240K – – –
EPW
2032
Evergreen Private Wealth
Colorado
$240K -$48.7K -262 -18%
PFC
2033
Phocas Financial Corp
California
$239K +$217K +1,170 New
SB
2034
Sunflower Bank
Texas
$239K +$217K +1,166 New
NGA
2035
Naples Global Advisors
Florida
$238K +$216K +1,162 New
TCM
2036
Tradewinds Capital Management
Washington
$237K – – –
PWA
2037
Provenance Wealth Advisors
Florida
$236K +$76K +409 +55%
WA
2038
WBH Advisory
Maryland
$236K +$214K +1,152 New
RWI
2039
Red Wave Investments
Pennsylvania
$235K +$214K +1,150 New
BSHC
2040
Breed's Hill Capital
Massachusetts
$235K +$213K +1,148 New
NFG
2041
Nadler Financial Group
Illinois
$235K -$39K -210 -15%
LWM
2042
Liberty Wealth Management
California
$234K +$213K +1,145 New
EFG
2043
Embree Financial Group
Illinois
$233K +$212K +1,140 New
CWP
2044
Curated Wealth Partners
California
$233K +$211K +1,138 New
CFP
2045
Cascade Financial Partners
California
$232K -$245K -1,322 -54%
HNWAG
2046
High Net Worth Advisory Group
Florida
$232K +$211K +1,135 New
QC
2047
Quent Capital
New York
$232K +$11.5K +62 +6%
IAA
2048
Ironsides Asset Advisors
North Carolina
$232K -$16.7K -90 -7%
WDG
2049
Wealth Dimensions Group
Ohio
$232K +$210K +1,133 New
QPWM
2050
Quadrant Private Wealth Management
Pennsylvania
$232K +$210K +1,132 New
80 81
82
83 84