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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
701
Vise Technologies
New York
$477K +$157K +6,987 +59%
SWP
702
Strategic Wealth Partners
Ohio
$476K -$18.1K -806 -4%
OWA
703
Octavia Wealth Advisors
Ohio
$475K +$422K +18,735 New
SWM
704
Seed Wealth Management
Illinois
$469K – – –
OWG
705
Oxford Wealth Group
Florida
$468K +$416K +18,467 New
KFC
706
Klingenstein Fields & Co
New York
$467K -$49.9K -2,218 -11%
VAM
707
Vienna Asset Management
California
$467K +$415K +18,438 New
MWM
708
Meridian Wealth Management
Kentucky
$465K +$413K +18,357 New
ICP
709
Interchange Capital Partners
Pennsylvania
$462K +$67.6K +3,002 +20%
WAG
710
Winthrop Advisory Group
Massachusetts
$459K -$28K -1,245 -6%
SDWIA
711
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$450K +$2.25K +100 +0.6%
WC
712
Waterloo Capital
Texas
$450K +$400K +17,755 New
AWM
713
Accel Wealth Management
Iowa
$447K +$45.5K +2,019 +13%
CA
714
Claro Advisors
Massachusetts
$445K +$49K +2,178 +14%
GRP
715
Global Retirement Partners
California
$442K +$110K +4,874 +39%
FSA
716
Financial Sense Advisors
California
$441K – – –
ATPW
717
Ashton Thomas Private Wealth
Arizona
$441K +$392K +17,400 New
EWA
718
EP Wealth Advisors
California
$434K +$65.2K +2,896 +20%
PGAM
719
Princeton Global Asset Management
New Jersey
$433K +$22.5K +1,000 +6%
CF
720
Centaurus Financial
California
$430K -$19.9K -883 -5%
NEWAS
721
N.E.W. Advisory Services
Wisconsin
$427K +$379K +16,846 New
WA
722
Wealthstar Advisors
Texas
$424K +$377K +16,752 New
SIA
723
Sage Investment Advisers
New York
$423K – – –
SCM
724
Sterneck Capital Management
Missouri
$421K +$374K +16,629 New
LFA
725
Legacy Financial Advisors
Kentucky
$421K +$374K +16,612 New
27 28
29
30 31