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Palo Alto Networks
PANW

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2201
PUREfi Wealth
Massachusetts
$215K +$236K +1,169 New
AWA
2202
A4 Wealth Advisors
North Carolina
$215K -$227K -1,125 -49%
PAG
2203
Private Advisory Group
Washington
$215K +$235K +1,167 New
WE
2204
Wealth Effects
Massachusetts
$215K – – –
SGCA
2205
Steel Grove Capital Advisors
Tennessee
$214K +$30.3K +150 +15%
QC
2206
Quent Capital
New York
$214K +$9.28K +46 +4%
QLSGSCF
2207
Quent Long Short Global Small Cap Fund
New York
$214K +$235K +1,163 New
ORC
2208
O'Rourke & Company
Massachusetts
$214K – – –
SAM
2209
Sequent Asset Management
Texas
$213K -$30.7K -152 -12%
CC
2210
Clearwave Capital
California
$213K +$233K +1,155 New
WA
2211
WBH Advisory
Maryland
$212K – – –
RWI
2212
Red Wave Investments
Pennsylvania
$212K – – –
IWN
2213
Independent Wealth Network
Iowa
$211K -$79.7K -395 -26%
RPWA
2214
Regent Peak Wealth Advisors
Georgia
$211K -$18K -89 -7%
IIL
2215
Insight Inv LLC
California
$210K +$2.22K +11 +1%
4WM
2216
49 Wealth Management
Texas
$210K -$22.4K -111 -9%
CWA
2217
Consilium Wealth Advisory
Texas
$210K -$10.5K -52 -4%
WA
2218
Wealth Architects
California
$210K +$403 +2 +0.2%
WCG
2219
Weaver Consulting Group
California
$209K +$403 +2 +0.2%
IAA
2220
Ironsides Asset Advisors
North Carolina
$209K – – –
DCP
2221
DSM Capital Partners
Florida
$209K -$80.5K -399 -26%
EPW
2222
Evergreen Private Wealth
Colorado
$209K -$25K -124 -10%
E
2223
Evansbrook
Illinois
$209K +$228K +1,132 New
TPWA
2224
Twin Peaks Wealth Advisors
California
$208K -$3.23K -16 -1%
CSPIA
2225
Cary Street Partners Investment Advisory
Virginia
$207K -$3.03K -15 -1%
87 88
89
90 91