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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2751
CV Advisors
Florida
$213K – – –
MSA
2752
McAlister Sweet & Associates
Texas
$213K – – –
HFM
2753
Hartford Financial Management
Connecticut
$213K +$27.2K +150 +14%
GSIS
2754
Global Strategic Investment Solutions
Arizona
$213K +$1.27K +7 +0.6%
FF
2755
Francis Financial
$213K +$4.53K +25 +2%
DF
2756
Define Financial
California
$212K +$216K +1,192 New
CAC
2757
Core Alternative Capital
Georgia
$212K +$212K +1,169 +5,567%
KWM
2758
KFG Wealth Management
Indiana
$211K -$4.16K -23 -2%
VR
2759
Valued Retirements
Texas
$211K -$82.7K -457 -28%
GFWA
2760
Grey Fox Wealth Advisors
Delaware
$211K – – –
OWM
2761
Orca Wealth Management
Florida
$211K -$9.78K -54 -4%
CFWMA
2762
Center for Wealth Management Advisory
Ohio
$210K +$214K +1,184 New
SWA
2763
Strata Wealth Advisors
Texas
$210K +$1.45K +8 +0.7%
KIA
2764
KCM Investment Advisors
California
$209K +$213K +1,178 New
TWM
2765
Tortuga Wealth Management
California
$209K +$213K +1,176 New
CPC
2766
Congress Park Capital
New York
$209K -$12.9K -71 -6%
WCG
2767
Weaver Consulting Group
California
$208K +$362 +2 +0.2%
EWM
2768
Evermay Wealth Management
Virginia
$208K +$44.9K +248 +27%
LIA
2769
LifePlan Investment Advisors
North Carolina
$208K +$4.71K +26 +2%
FVCM
2770
F&V Capital Management
Florida
$208K +$212K +1,171 New
VBCG
2771
Valley Brook Capital Group
Pennsylvania
$208K -$5.43K -30 -3%
OC
2772
Opinicus Capital
Florida
$208K +$211K +1,168 New
DIA
2773
Dana Investment Advisors
Wisconsin
$208K – – –
WAG
2774
Winthrop Advisory Group
Massachusetts
$207K +$16.8K +93 +8%
SCP
2775
Stevens Capital Partners
Nebraska
$207K +$211K +1,163 New
109 110
111
112 113