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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
2026
Asset One Wealth Management
Washington
$299K +$344K +1,705 New
EL
2027
EWA LLC
Pennsylvania
$299K -$208K -1,031 -39%
VIA
2028
Victrix Investment Advisors
Florida
$298K -$22.2K -110 -6%
TPBG
2029
Turning Point Benefit Group
Maryland
$297K +$22.2K +110 +7%
TWA
2030
Talisman Wealth Advisors
New Jersey
$297K – – –
MCA
2031
Martin Capital Advisors
Texas
$296K +$26.2K +130 +9%
OWA
2032
Opal Wealth Advisors
New York
$295K -$3.23K -16 -1%
KF
2033
Ketron Financial
California
$295K +$323K +1,602 New
PWM
2034
Peck Wealth Management
New York
$295K – – –
SSWM
2035
Smith Salley Wealth Management
North Carolina
$294K -$20.2K -100 -6%
WCP
2036
Wick Capital Partners
Pennsylvania
$294K +$322K +1,597 New
CFG
2037
Capital Financial Group
Colorado
$294K +$322K +1,595 New
YP
2038
YANKCOM Partnership
South Dakota
$293K +$20.2K +100 +7%
GB
2039
Goepper Burkhardt
South Carolina
$292K -$37.3K -185 -10%
PAG
2040
Powers Advisory Group
Illinois
$292K +$29.1K +144 +10%
FFA
2041
Fragasso Financial Advisors
Pennsylvania
$290K +$318K +1,577 New
CMAI
2042
Capital Management Associates Inc
Minnesota
$289K – – –
AWM
2043
Aviso Wealth Management
Washington
$289K -$15.7K -78 -5%
FAM
2044
Fred Alger Management
New York
$289K +$317K +1,569 New
MFS
2045
McNamara Financial Services
Massachusetts
$289K – – –
GHAM
2046
Gilman Hill Asset Management
Connecticut
$288K +$61.7K +306 +24%
UOC
2047
University of Chicago
Illinois
$287K – – –
FHC
2048
First Heartland Consultants
Missouri
$287K +$8.27K +41 +3%
GCM
2049
Gallacher Capital Management
Colorado
$287K -$5.65K -28 -2%
BSC
2050
Brown Shipley & Co
United Kingdom
$286K -$21.2K -105 -6%
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