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Palo Alto Networks

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2326
Tanager Wealth Management
United Kingdom
$330K +$222K +968 New
SFG
2327
Synergy Financial Group
California
$329K +$221K +966 New
SFO
2328
Stokes Family Office
Louisiana
$329K -$98.7K -431 -31%
KFAS
2329
Keating Financial Advisory Services
Kansas
$329K +$25.6K +112 +13%
SIAG
2330
Safeguard Investment Advisory Group
California
$329K +$221K +965 New
BB
2331
Bell Bank
North Dakota
$328K +$220K +963 New
WLPWM
2332
Walled Lake Planning & Wealth Management
Illinois
$328K +$220K +963 New
CCA
2333
Coign Capital Advisors
Utah
$327K +$220K +960 New
MWA
2334
Motive Wealth Advisors
Michigan
$327K +$220K +960 New
MIM
2335
Meridiem Investment Management
United Kingdom
$327K
SFWA
2336
Summit Financial Wealth Advisors
Louisiana
$326K +$219K +956 New
RFN
2337
Redwood Financial Network
Ohio
$326K +$219K +955 New
CAP
2338
Cordoba Advisory Partners
New York
$325K +$218K +952 New
RF
2339
Roxbury Financial
New Jersey
$324K +$22.9K +100 +12%
WIM
2340
Warwick Investment Management
Texas
$324K +$217K +950 New
PWM
2341
PTM Wealth Management
United States
$324K +$229K +1,000 New
WA
2342
WP Advisors
California
$323K +$217K +948 New
MC
2343
Matters Capital
Florida
$323K +$217K +946 New
BPWM
2344
BCS Private Wealth Management
New Jersey
$322K +$216K +944 New
CWMGO
2345
Capstone Wealth Management Group (Oregon)
Oregon
$322K +$216K +944 New
FFG
2346
Frisch Financial Group
New York
$322K +$216K +944 New
ESBC
2347
E.S. Barr & Co
Kentucky
$322K +$216K +943 New
FNBOO
2348
First National Bank of Omaha
Nebraska
$320K +$221K +964 New
ATC
2349
Adirondack Trust Company
New York
$320K -$4.81K -21 -2%
EPW
2350
Endeavor Private Wealth
Kansas
$320K +$214K +937 New