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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
2026
Atlas Legacy Advisors
California
$264K +$248K +1,297 New
FAG
2027
Fortitude Advisory Group
Washington
$264K +$19K +99 +8%
FC
2028
Fusion Capital
South Carolina
$263K – – –
WDG
2029
Wealth Dimensions Group
Ohio
$261K +$28.9K +151 +13%
RA
2030
Riversedge Advisors
Delaware
$261K +$245K +1,282 New
FNBTCON
2031
First National Bank & Trust Co of Newtown
Pennsylvania
$260K +$244K +1,277 New
AWG
2032
Altus Wealth Group
Colorado
$259K -$15.7K -82 -6%
TPWA
2033
Twin Peaks Wealth Advisors
California
$259K +$63.6K +332 +35%
RFA
2034
Rollins Financial Advisors
New York
$259K +$27.6K +144 +13%
SGAM
2035
Smith Group Asset Management
Texas
$259K +$243K +1,270 New
BB
2036
Bell Bank
North Dakota
$258K -$35.4K -185 -13%
AF
2037
Aldebaran Financial
$257K +$242K +1,263 New
CWM
2038
Centurion Wealth Management
Virginia
$257K – – –
GHAM
2039
Gilman Hill Asset Management
Connecticut
$257K +$45.9K +240 +24%
SIM
2040
Stratos Investment Management
Ohio
$256K +$2.68K +14 +1%
KWM
2041
Kingsman Wealth Management
Florida
$256K -$5.36K -28 -2%
EPW
2042
Evergreen Private Wealth
Colorado
$256K +$16.3K +85 +7%
FWA
2043
Flagship Wealth Advisors
Massachusetts
$255K +$3.83K +20 +2%
AIS
2044
AM Investment Strategies
Tennessee
$255K -$8.23K -43 -3%
4WM
2045
49 Wealth Management
Texas
$255K -$6.32K -33 -3%
CI
2046
Ceera Investments
Texas
$255K -$1.53K -8 -0.6%
JWM
2047
Jupiter Wealth Management
Colorado
$255K +$95.7K +500 +67%
FM
2048
Family Management
New York
$254K +$7.47K +39 +3%
WCM
2049
Weaver Capital Management
Georgia
$252K +$237K +1,240 New
RPWA
2050
Regent Peak Wealth Advisors
Georgia
$252K +$237K +1,236 New
80 81
82
83 84