We are live on ! Find out more
PANW icon

Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
2026
Associated Banc-Corp
Wisconsin
$242K – – –
HFP
2027
Holistic Financial Partners
Indiana
$242K +$1.11K +6 +0.5%
SFM
2028
Signet Financial Management
New Jersey
$241K -$51.3K -276 -19%
WCG
2029
Weaver Consulting Group
California
$240K +$218K +1,175 New
FWM
2030
FSA Wealth Management
Massachusetts
$240K – – –
EPW
2031
Evergreen Private Wealth
Colorado
$240K -$48.7K -262 -18%
PFC
2032
Phocas Financial Corp
California
$239K +$217K +1,170 New
SB
2033
Sunflower Bank
Texas
$239K +$217K +1,166 New
NGA
2034
Naples Global Advisors
Florida
$238K +$216K +1,162 New
TCM
2035
Tradewinds Capital Management
Washington
$237K – – –
PWA
2036
Provenance Wealth Advisors
Florida
$236K +$76K +409 +55%
WA
2037
WBH Advisory
Maryland
$236K +$214K +1,152 New
RWI
2038
Red Wave Investments
Pennsylvania
$235K +$214K +1,150 New
BSHC
2039
Breed's Hill Capital
Massachusetts
$235K +$213K +1,148 New
NFG
2040
Nadler Financial Group
Illinois
$235K -$39K -210 -15%
LWM
2041
Liberty Wealth Management
California
$234K +$213K +1,145 New
EFG
2042
Embree Financial Group
Illinois
$233K +$212K +1,140 New
CWP
2043
Curated Wealth Partners
California
$233K +$211K +1,138 New
CFP
2044
Cascade Financial Partners
California
$232K -$245K -1,322 -54%
HNWAG
2045
High Net Worth Advisory Group
Florida
$232K +$211K +1,135 New
QC
2046
Quent Capital
New York
$232K +$11.5K +62 +6%
IAA
2047
Ironsides Asset Advisors
North Carolina
$232K -$16.7K -90 -7%
WDG
2048
Wealth Dimensions Group
Ohio
$232K +$210K +1,133 New
QPWM
2049
Quadrant Private Wealth Management
Pennsylvania
$232K +$210K +1,132 New
RFA
2050
Rollins Financial Advisors
New York
$230K +$209K +1,126 New
80 81
82
83 84