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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1301
Formidable Asset Management
Ohio
$616K +$110K +1,248 +21%
OFS
1302
OneAscent Financial Services
Alabama
$614K -$200K -2,275 -24%
MIH
1303
Meitav Investment House
Israel
$614K -$1.05M -11,900 -62%
ALAM
1304
Asahi Life Asset Management
Japan
$614K -$143K -1,630 -18%
CG
1305
CFO4Life Group
Texas
$613K +$28.7K +327 +5%
RWP
1306
RWA Wealth Partners
Massachusetts
$612K +$219K +2,499 +53%
BIM
1307
Breakwater Investment Management
Washington
$612K +$18.8K +214 +3%
AA
1308
Advisory Alpha
Michigan
$610K +$215K +2,444 +51%
1WA
1309
180 Wealth Advisors
Washington
$609K +$24.2K +276 +4%
ATFA
1310
All Terrain Financial Advisors
Minnesota
$609K +$322K +3,670 +104%
WCA
1311
Westover Capital Advisors
Delaware
$608K -$11.4K -130 -2%
KA
1312
KDT Advisors
New York
$608K – – –
BC
1313
Burney Company
Virginia
$606K -$414K -4,710 -40%
SMC
1314
Smith, Moore & Co
Missouri
$605K +$138K +1,575 +28%
SC
1315
SouthState Corp
Florida
$605K +$133K +1,513 +27%
FCM
1316
Fortis Capital Management
Washington
$603K -$494K -5,626 -44%
LMKC
1317
L.M. Kohn & Company
Ohio
$598K -$17.1K -195 -3%
FFA
1318
Fi3 Financial Advisors
Indiana
$596K +$4.3K +49 +0.7%
CPA
1319
Capital Planning Advisors
California
$595K -$33.2K -378 -5%
SPWM
1320
Schrum Private Wealth Management
Florida
$595K -$46K -524 -7%
SAM
1321
Synergy Asset Management
Washington
$592K +$10.5K +120 +2%
PTP
1322
Platform Technology Partners
New York
$592K +$144K +1,637 +30%
WGC
1323
Watts Gwilliam & Co
Arizona
$590K +$317K +3,608 +107%
KFA
1324
Krane Funds Advisors
New York
$589K +$268K +3,048 +77%
SAM
1325
Secure Asset Management
Michigan
$589K +$20.2K +230 +3%
51 52
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