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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Cornerstone Advisory
Maryland
$263K +$217K +7,069 New
WSC
1077
Wellington Shields & Co
New York
$262K +$7.98K +260 +4%
RWB
1078
RMR Wealth Builders
New Jersey
$262K +$216K +7,034 New
CG
1079
CFO4Life Group
Texas
$261K +$215K +7,017 New
QP
1080
Quartz Partners
New York
$261K +$215K +7,015 New
DWP
1081
Daymark Wealth Partners
Ohio
$261K +$215K +7,010 New
GBT
1082
Grove Bank & Trust
Florida
$260K – – –
CD
1083
Chapin Davis
Maryland
$260K +$215K +7,000 New
NC
1084
NovaPoint Capital
Georgia
$260K +$214K +6,986 New
ZIMP
1085
Zimmermann Investment Management & Planning
Pennsylvania
$260K +$214K +6,983 New
GFP
1086
Gryphon Financial Partners
Ohio
$260K -$6.39M -208,153 -97%
TFG
1087
Taylor Financial Group
Virginia
$260K +$214K +6,980 New
VFG
1088
V2 Financial group
Illinois
$260K +$214K +6,976 New
FSA
1089
Fort Sheridan Advisors
Illinois
$258K +$213K +6,948 New
TW
1090
TritonPoint Wealth
Maryland
$257K +$214K +6,968 New
CIG
1091
Cascade Investment Group
Colorado
$257K +$212K +6,900 New
RIL
1092
Rothschild Investment LLC
Illinois
$256K +$29.7K +968 +16%
BBHC
1093
Brown Brothers Harriman & Co
New York
$256K – – –
TIA
1094
Traphagen Investment Advisors
New Jersey
$256K +$211K +6,871 New
WA
1095
Waddell & Associates
Tennessee
$255K +$211K +6,860 New
FC
1096
Fairscale Capital
New Hampshire
$254K -$24.1K -784 -10%
IPW
1097
Impact Partnership Wealth
Georgia
$253K +$209K +6,814 New
JWBC
1098
J.W. Burns & Co
New York
$253K +$209K +6,812 New
VIM
1099
Vinva Investment Management
Australia
$253K -$727K -23,683 -77%
YWM
1100
Yoder Wealth Management
California
$252K +$208K +6,774 New
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44
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