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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2626
Castle Wealth Management
Florida
$218K +$11K +72 +5%
MWP
2627
Meridian Wealth Partners
Pennsylvania
$218K +$32.3K +211 +16%
AWA
2628
AmeriServ Wealth Advisors
Pennsylvania
$218K -$22.3K -146 -9%
PGF
2629
Plan Group Financial
Oklahoma
$217K +$18.3K +120 +9%
LF
2630
LifeSteps Financial
California
$217K +$10.6K +69 +5%
API
2631
Asset Planning Inc
California
$216K – – –
SI
2632
Seeds Investor
New York
$216K +$11.6K +76 +5%
JRSI
2633
Jeter Robert S II
$216K +$239K +1,565 New
AFPL
2634
Advus Financial Partners, LLC
Florida
$216K -$3.36K -22 -1%
GFG
2635
Goldstone Financial Group
Illinois
$216K +$35.5K +232 +19%
PWM
2636
Palumbo Wealth Management
New York
$215K +$225K +1,473 New
JJBC
2637
James J. Burns & Company
New York
$215K +$225K +1,472 New
TMWM
2638
Taylor & Morgan Wealth Management
Michigan
$215K +$20K +131 +10%
ZWA
2639
Zinnia Wealth Advisory
Florida
$215K +$34.2K +224 +18%
DWAM
2640
Duncan Williams Asset Management
Tennessee
$215K -$432K -2,827 -66%
WCL
2641
Wealth Care LLC
Florida
$214K +$224K +1,465 New
MCM
2642
MV Capital Management
Maryland
$214K +$1.99K +13 +0.9%
EFL
2643
ERn Financial LLC
Wisconsin
$214K +$10.4K +68 +5%
CW
2644
Channel Wealth
California
$213K +$2.6K +17 +1%
PAW
2645
Plan A Wealth
Nebraska
$213K +$38.1K +249 +21%
FF
2646
Foronjy Financial
California
$212K +$9.48K +62 +4%
MWA
2647
Monograph Wealth Advisors
California
$212K – – –
WBG
2648
Wharton Business Group
Pennsylvania
$212K – – –
CAC
2649
Core Alternative Capital
Georgia
$212K +$39.8K +260 +22%
SFS
2650
Strategic Financial Services
New York
$212K +$222K +1,450 New
104 105
106
107 108