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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3026
Peak Financial Management
Massachusetts
– -$257K -1,759 Closed
MSWMA
3027
Market Street Wealth Management Advisors
Indiana
– -$256K -1,753 Closed
HFP
3028
Holistic Financial Partners
Indiana
– -$256K -1,750 Closed
BWFA
3029
Baltimore-Washington Financial Advisors
Maryland
– -$256K -1,747 Closed
CCMG
3030
Connecticut Capital Management Group
Connecticut
– -$254K -1,735 Closed
IIC
3031
Integrated Investment Consultants
Michigan
– -$253K -1,728 Closed
CWM
3032
Cherrydale Wealth Management
New Jersey
– -$252K -1,720 Closed
KIM
3033
Kane Investment Management
California
– -$262K -1,719 Closed
MWM
3034
Madrid Wealth Management
New Mexico
– -$538K -1,715 Closed
BHPW
3035
Box Hill Private Wealth
Arizona
– -$251K -1,714 Closed
MSA
3036
McAlister Sweet & Associates
Texas
– -$251K -1,714 Closed
FGWP
3037
Founders Grove Wealth Partners
Virginia
– -$250K -1,708 Closed
MCWS
3038
McKinley Carter Wealth Services
West Virginia
– -$250K -1,708 Closed
AR
3039
Altar Rock
New York
– -$250K -1,706 Closed
TF
3040
Tenon Financial
New Jersey
– -$249K -1,705 Closed
CA
3041
Cullinan Associates
Kentucky
– -$249K -1,700 Closed
GCA
3042
Gradient Capital Advisors
California
– -$248K -1,693 Closed
CP
3043
Castleview Partners
Texas
– -$246K -1,685 Closed
QFA
3044
Quattro Financial Advisors
Texas
– -$246K -1,684 Closed
FTEA
3045
Forty-three Eighteen Advisors
Arkansas
– -$246K -1,682 Closed
VAM
3046
Virtue Asset Management
Illinois
– -$246K -1,682 Closed
PCMNC
3047
Piedmont Capital Management (North Carolina)
North Carolina
– -$245K -1,676 Closed
MAMG
3048
Milestone Asset Management Group
Connecticut
– -$245K -1,674 Closed
RCI
3049
RS Crum Inc
California
– -$245K -1,673 Closed
BPC
3050
Banque Pictet & Cie
Switzerland
– -$245K -1,672 Closed
120 121
122
123 124