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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2076
Sherman Asset Management
California
$233K +$244K +1,451 New
CWM
2077
Centurion Wealth Management
Virginia
$232K +$6.55K +39 +3%
AWM
2078
Aviso Wealth Management
Washington
$232K -$20.5K -122 -8%
SSWM
2079
Smith Salley Wealth Management
North Carolina
$232K -$25.5K -152 -10%
SRS
2080
Strong Retirement Solutions
Washington
$232K +$243K +1,446 New
MG
2081
McHugh Group
Ohio
$232K – – –
GT
2082
GreatBanc Trust
Illinois
$232K +$10.9K +65 +5%
FMP
2083
Financial Management Professionals
Texas
$232K +$840 +5 +0.3%
DI
2084
Disciplined Investors
Texas
$231K +$8.4K +50 +4%
EPW
2085
Evergreen Private Wealth
Colorado
$231K +$52.1K +310 +27%
HAG
2086
HF Advisory Group
Maryland
$231K – – –
SMH
2087
Sanders Morris Harris
Texas
$231K +$242K +1,438 New
CPA
2088
Capital Performance Advisors
California
$230K -$320K -1,902 -57%
PCM
2089
Princeton Capital Management
New Jersey
$230K – – –
SWGC
2090
Summit Wealth Group (Colorado)
Colorado
$230K +$241K +1,434 New
ABWM
2091
Alpine Bank Wealth Management
Colorado
$229K – – –
BWM
2092
BAM Wealth Management
Colorado
$229K -$263K -1,568 -52%
TWM
2093
Thrive Wealth Management
Pennsylvania
$227K +$238K +1,414 New
KWM
2094
Kingsman Wealth Management
Florida
$226K +$25.5K +152 +12%
MHWM
2095
Montz Harcus Wealth Management
Louisiana
$225K +$236K +1,406 New
SLC
2096
Second Line Capital
Louisiana
$225K -$9.74K -58 -4%
ABC
2097
Associated Banc-Corp
Wisconsin
$225K -$18.8K -112 -7%
SFO
2098
Stokes Family Office
Louisiana
$224K -$21.8K -130 -9%
BDF
2099
Black Diamond Financial
Maryland
$223K +$3.19K +19 +1%
NWM
2100
Nolet Wealth Management
Texas
$223K -$49.6K -295 -18%
82 83
84
85 86