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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
2576
Mendel Money Management
Illinois
$202K +$179K +1,105 New
TWD
2577
True Wealth Design
Ohio
$201K +$65.3K +403 +58%
CYG
2578
Clean Yield Group
Vermont
$201K – – –
SFCL
2579
Strengthening Families & Communities LLC
Massachusetts
$201K – – –
HNWAG
2580
High Net Worth Advisory Group
Florida
$201K +$178K +1,100 New
LRWM
2581
Lord & Richards Wealth Management
Colorado
$201K +$178K +1,100 New
PMSA
2582
Patrick M. Sweeney & Associates
Illinois
$201K +$178K +1,100 New
TDC
2583
Thompson Davis & Co
Virginia
$201K +$178K +1,100 New
FGWP
2584
Founders Grove Wealth Partners
Virginia
$200K +$178K +1,099 New
AWMNY
2585
Arcadia Wealth Management (New York)
New York
$200K +$178K +1,097 New
FRA
2586
Front Row Advisors
California
$199K – – –
BIA
2587
Bell Investment Advisors
California
$196K -$21.4K -132 -11%
HFM
2588
Hartford Financial Management
Connecticut
$192K -$16.2K -100 -9%
BOJHT
2589
Bank of Jackson Hole Trust
Wyoming
$192K – – –
AP
2590
Aspect Partners
Virginia
$191K -$21.6K -133 -11%
BWM
2591
BKM Wealth Management
Wisconsin
$188K +$167K +1,030 New
YP
2592
YANKCOM Partnership
South Dakota
$186K +$165K +1,020 New
WB
2593
Webster Bank
Connecticut
$185K +$8.1K +50 +5%
IAG
2594
Innovative Advisory Group
Massachusetts
$182K – – –
CC
2595
Corsicana & Co
Texas
$182K +$162K +1,000 New
LCM
2596
Logan Capital Management
Pennsylvania
$182K +$162K +1,000 New
FMP
2597
Financial Management Professionals
Texas
$182K -$9.4K -58 -6%
VCMGDR
2598
Vinland Capital Management Gestora de Recursos
Brazil
$181K +$160K +990 New
CPG
2599
Cornerstone Planning Group
New Jersey
$180K +$60.1K +371 +82%
BMC
2600
Bear Mountain Capital
Washington
$179K +$486 +3 +0.3%
102 103
104
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