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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2701
Toth Financial Advisory
Virginia
$196K +$17.6K +115 +9%
E
2702
Entelevest
Florida
$196K +$205K +1,342 New
RL
2703
Rogco LP
Oklahoma
$195K +$73.7K +482 +57%
CWP
2704
Clark Wealth Partners
Illinois
$195K +$12.1K +79 +6%
CT
2705
Clearstead Trust
Maine
$195K +$7.95K +52 +4%
CPL
2706
Capital & Planning LLC
Georgia
$193K +$202K +1,320 New
IWM
2707
IMG Wealth Management
Florida
$186K -$43.4K -284 -18%
DI
2708
DAGCO Inc
Ohio
$185K – – –
FCT
2709
First Community Trust
Iowa
$181K – – –
AW
2710
Ankerstar Wealth
Texas
$179K +$2.6K +17 +1%
1CP
2711
1015 Capital Partners
Pennsylvania
$179K -$153 -1 -0.1%
WB
2712
Webster Bank
Connecticut
$178K -$26.8K -175 -13%
BIA
2713
Bell Investment Advisors
California
$175K +$15.3K +100 +9%
SFCL
2714
Strengthening Families & Communities LLC
Massachusetts
$171K -$7.34K -48 -4%
CSC
2715
Caldwell Sutter Capital
California
$170K +$108K +705 +153%
FMP
2716
Financial Management Professionals
Texas
$169K +$2.45K +16 +1%
NF
2717
Napier Financial
Massachusetts
$167K +$175K +1,144 New
CJ
2718
Caitlin John
Michigan
$167K -$59.2K -387 -25%
VC
2719
Vestor Capital
Illinois
$165K -$1.13M -7,396 -87%
SMFG
2720
Sumitomo Mitsui Financial Group
Japan
$163K +$60.4K +395 +55%
VWM
2721
Vermillion Wealth Management
Minnesota
$162K -$5.81K -38 -3%
NWS
2722
Nvest Wealth Strategies
Ohio
$161K +$20.6K +135 +14%
RDFA
2723
Ritter Daniher Financial Advisory
Ohio
$160K +$54.7K +358 +49%
WAU
2724
Wellington-Altus USA
Manitoba, Canada
$159K -$703K -4,599 -77%
1M
2725
1248 Management
Missouri
$159K +$131K +854 +371%
107 108
109
110 111