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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2501
BlueSky Wealth Advisors
North Carolina
$258K +$270K +1,764 New
PFM
2502
Peak Financial Management
Massachusetts
$257K +$269K +1,759 New
CGA
2503
Crescent Grove Advisors
Illinois
$257K +$269K +1,757 New
MSWMA
2504
Market Street Wealth Management Advisors
Indiana
$256K +$24.6K +161 +10%
CBTWT
2505
Community Bank & Trust (Waco, Texas)
Texas
$256K – – –
AFM
2506
Abbot Financial Management
Massachusetts
$256K – – –
HFP
2507
Holistic Financial Partners
Indiana
$256K +$39.3K +257 +17%
HFM
2508
Hartford Financial Management
Connecticut
$256K +$84.1K +550 +46%
BWFA
2509
Baltimore-Washington Financial Advisors
Maryland
$256K -$4.28K -28 -2%
SFM
2510
Signet Financial Management
New Jersey
$255K +$22.3K +146 +9%
WPA
2511
West Paces Advisors
Georgia
$255K – – –
RWA
2512
Resolute Wealth Advisor
Ohio
$254K +$266K +1,738 New
ML
2513
Mayport LLC
Massachusetts
$254K +$612 +4 +0.2%
CCMG
2514
Connecticut Capital Management Group
Connecticut
$254K -$25.5K -167 -9%
WAM
2515
Weinberger Asset Management
California
$254K -$73.7K -482 -22%
FDW
2516
Fourth Dimension Wealth
Ohio
$253K +$3.82K +25 +1%
IIC
2517
Integrated Investment Consultants
Michigan
$253K -$198K -1,292 -43%
BWA
2518
Blodgett Wealth Advisors
California
$252K +$264K +1,725 New
SLC
2519
Second Line Capital
Louisiana
$252K +$70.2K +459 +34%
CWM
2520
Cherrydale Wealth Management
New Jersey
$252K -$13.5K -88 -5%
HFAS
2521
Hummer Financial Advisory Services
Illinois
$252K – – –
BHPW
2522
Box Hill Private Wealth
Arizona
$251K -$7.49K -49 -3%
MSA
2523
McAlister Sweet & Associates
Texas
$251K +$78.6K +514 +43%
WC
2524
Westerkirk Capital
$250K – – –
MCWS
2525
McKinley Carter Wealth Services
West Virginia
$250K -$2.75K -18 -1%
99 100
101
102 103