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PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2051
Rollins Financial Advisors
New York
$230K +$209K +1,126 New
JPLA
2052
Joseph P. Lucia & Associates
New York
$228K +$207K +1,115 New
WAAG
2053
Wealth Alliance Advisory Group
Kansas
$228K +$207K +1,115 New
KCPT
2054
Kingstone Capital Partners Texas
Texas
$228K +$207K +1,116 New
MWS
2055
MFA Wealth Services
California
$228K +$207K +1,112 New
KWMG
2056
King Wealth Management Group
Florida
$226K +$205K +1,106 New
CFO
2057
CVA Family Office
Colorado
$226K +$15.4K +83 +8%
TW
2058
TritonPoint Wealth
Maryland
$225K +$204K +1,101 New
SRC
2059
Shufro Rose & Co
New York
$225K – – –
WWM
2060
WT Wealth Management
Arizona
$225K +$204K +1,100 New
PCM
2061
Pennsylvania Capital Management
Pennsylvania
$225K +$204K +1,100 New
RIS
2062
Retirement Income Solutions
Michigan
$223K +$203K +1,092 New
EL
2063
Essex LLC
Illinois
$223K +$203K +1,091 New
AIP
2064
Almanack Investment Partners
Pennsylvania
$223K +$202K +1,090 New
CICI
2065
Capital Investment Counsel Inc
North Carolina
$222K +$201K +1,085 New
WE
2066
Wealth Effects
Massachusetts
$221K +$201K +1,080 New
BDL
2067
Bey-Douglas LLC
Georgia
$221K +$201K +1,080 New
JWWM
2068
Johnson & White Wealth Management
Pennsylvania
$221K +$200K +1,078 New
SM
2069
Sensible Money
Arizona
$221K +$200K +1,079 New
EMFAT
2070
Emerald Mutual Fund Advisers Trust
Pennsylvania
$221K -$10.2K -55 -5%
JFG
2071
JMG Financial Group
Illinois
$220K +$200K +1,076 New
VPWA
2072
Vestia Personal Wealth Advisors
Indiana
$219K +$199K +1,072 New
WB
2073
Webster Bank
Connecticut
$219K +$20.2K +109 +11%
FFO
2074
Fiduciary Family Office
Florida
$218K +$198K +1,067 New
WCWM
2075
Willow Creek Wealth Management
California
$218K +$198K +1,067 New
81 82
83
84 85