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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
2076
Rakuten Securities
Japan
$496K +$58.4K +255 +21%
WAG
2077
Wallace Advisory Group
California
$493K +$331K +1,446 New
MG
2078
McHugh Group
Ohio
$493K – – –
EPW
2079
Evergreen Private Wealth
Colorado
$492K – – –
SMFG
2080
Sumitomo Mitsui Financial Group
Japan
$492K +$330K +1,442 New
HAG
2081
HF Advisory Group
Maryland
$491K – – –
WA
2082
Waddell & Associates
Tennessee
$488K -$55.4K -242 -14%
FAG
2083
Fortitude Advisory Group
Washington
$488K +$19.9K +87 +6%
TA
2084
Tactive Advisors
Florida
$488K -$23.3K -102 -7%
CCFM
2085
Clear Creek Financial Management
Washington
$488K -$544K -2,376 -62%
ABWM
2086
Alpine Bank Wealth Management
Colorado
$487K – – –
ISWM
2087
Independent Solutions Wealth Management
New York
$486K +$326K +1,426 New
ET
2088
Equitable Trust
Tennessee
$486K +$15.6K +68 +5%
TFA
2089
Transamerica Financial Advisors
Florida
$485K +$59.7K +261 +22%
CSPIA
2090
Cary Street Partners Investment Advisory
Virginia
$484K +$91.6K +400 +39%
AAG
2091
Armstrong Advisory Group
Massachusetts
$484K -$62.7K -274 -16%
NWM
2092
Nolet Wealth Management
Texas
$483K +$6.41K +28 +2%
RA
2093
Rational Advisors
New York
$483K -$832K -3,633 -72%
FGWP
2094
Founders Grove Wealth Partners
Virginia
$480K +$20.6K +90 +7%
SWM
2095
Shelton Wealth Management
Texas
$480K -$245K -1,072 -43%
SMA
2096
Seven Mile Advisory
New Jersey
$480K -$52.2K -228 -14%
AWM
2097
Aviso Wealth Management
Washington
$479K -$9.38K -41 -3%
DI
2098
Disciplined Investors
Texas
$479K -$8.47K -37 -3%
ALA
2099
Atlas Legacy Advisors
California
$478K +$335K +1,463 New
GCM
2100
Gables Capital Management
Florida
$477K +$45.8K +200 +17%
82 83
84
85 86