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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
2576
True Wealth Design
Ohio
$201K +$65.3K +403 +58%
CYG
2577
Clean Yield Group
Vermont
$201K – – –
SFCL
2578
Strengthening Families & Communities LLC
Massachusetts
$201K – – –
HNWAG
2579
High Net Worth Advisory Group
Florida
$201K +$178K +1,100 New
LRWM
2580
Lord & Richards Wealth Management
Colorado
$201K +$178K +1,100 New
PMSA
2581
Patrick M. Sweeney & Associates
Illinois
$201K +$178K +1,100 New
TDC
2582
Thompson Davis & Co
Virginia
$201K +$178K +1,100 New
FGWP
2583
Founders Grove Wealth Partners
Virginia
$200K +$178K +1,099 New
AWMNY
2584
Arcadia Wealth Management (New York)
New York
$200K +$178K +1,097 New
FRA
2585
Front Row Advisors
California
$199K – – –
BIA
2586
Bell Investment Advisors
California
$196K -$21.4K -132 -11%
HFM
2587
Hartford Financial Management
Connecticut
$192K -$16.2K -100 -9%
BOJHT
2588
Bank of Jackson Hole Trust
Wyoming
$192K – – –
AP
2589
Aspect Partners
Virginia
$191K -$21.6K -133 -11%
BWM
2590
BKM Wealth Management
Wisconsin
$188K +$167K +1,030 New
YP
2591
YANKCOM Partnership
South Dakota
$186K +$165K +1,020 New
WB
2592
Webster Bank
Connecticut
$185K +$8.1K +50 +5%
CC
2593
Corsicana & Co
Texas
$182K +$162K +1,000 New
LCM
2594
Logan Capital Management
Pennsylvania
$182K +$162K +1,000 New
FMP
2595
Financial Management Professionals
Texas
$182K -$9.4K -58 -6%
VCMGDR
2596
Vinland Capital Management Gestora de Recursos
Brazil
$181K +$160K +990 New
CPG
2597
Cornerstone Planning Group
New Jersey
$180K +$60.1K +371 +82%
BMC
2598
Bear Mountain Capital
Washington
$179K +$486 +3 +0.3%
CCC
2599
Chelsea Counsel Company
California
$179K -$8.1K -50 -5%
UOTTAIMCU
2600
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$178K +$42.6K +263 +37%
102 103
104
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