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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3101
Castle Wealth Management
Florida
– -$218K -1,493 Closed
MWP
3102
Meridian Wealth Partners
Pennsylvania
– -$218K -1,492 Closed
AWA
3103
AmeriServ Wealth Advisors
Pennsylvania
– -$218K -1,487 Closed
PGF
3104
Plan Group Financial
Oklahoma
– -$217K -1,485 Closed
GFG
3105
Goldstone Financial Group
Illinois
– -$216K -1,474 Closed
JJBC
3106
James J. Burns & Company
New York
– -$215K -1,472 Closed
TMWM
3107
Taylor & Morgan Wealth Management
Michigan
– -$215K -1,470 Closed
ZWA
3108
Zinnia Wealth Advisory
Florida
– -$215K -1,467 Closed
DWAM
3109
Duncan Williams Asset Management
Tennessee
– -$215K -1,466 Closed
WCL
3110
Wealth Care LLC
Florida
– -$214K -1,465 Closed
EFL
3111
ERn Financial LLC
Wisconsin
– -$214K -1,461 Closed
MWA
3112
Monograph Wealth Advisors
California
– -$212K -1,450 Closed
SFS
3113
Strategic Financial Services
New York
– -$212K -1,450 Closed
WBG
3114
Wharton Business Group
Pennsylvania
– -$212K -1,450 Closed
BWP
3115
Bernardo Wealth Planning
Pennsylvania
– -$212K -1,447 Closed
RCP
3116
Rothschild Capital Partners
New York
– -$211K -1,444 Closed
RBC
3117
Romano Brothers & Co
Illinois
– -$211K -1,442 Closed
9C
3118
9823 Capital
Texas
– -$210K -1,436 Closed
LA
3119
Lynch & Associates
Indiana
– -$210K -1,435 Closed
ZIC
3120
ZWJ Investment Counsel
Georgia
– -$209K -1,432 Closed
FPW
3121
Fairvoy Private Wealth
Alabama
– -$208K -1,425 Closed
FFP
3122
Forbes Financial Planning
Rhode Island
– -$208K -1,425 Closed
SCG
3123
Sonata Capital Group
Washington
– -$208K -1,425 Closed
LIA
3124
LifePlan Investment Advisors
North Carolina
– -$208K -1,424 Closed
PSP
3125
Pacific Sage Partners
Washington
– -$208K -1,424 Closed
123 124
125
126 127