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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1401
Burney Company
Virginia
$1.52M +$210K +1,160 +16%
TWP
1402
Triad Wealth Partners
Kansas
$1.52M +$655K +3,616 +73%
VH
1403
Visionary Horizons
Tennessee
$1.52M -$170K -937 -10%
AFWM
1404
Arta Finance Wealth Management
California
$1.51M +$1.54M +8,518 New
MUAMU
1405
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.51M +$1.54M +8,500 New
BFA
1406
Beacon Financial Advisory
Ohio
$1.51M +$38.4K +212 +3%
CCMW
1407
Cypress Capital Management (Wyoming)
Wyoming
$1.51M – – –
BWM
1408
Braeburn Wealth Management
Michigan
$1.5M +$1.53M +8,442 New
RA
1409
Rational Advisors
New York
$1.5M +$400K +2,210 +35%
KFP
1410
Kerr Financial Planning
California
$1.5M – – –
SG
1411
Sienna Gestion
France
$1.5M +$647K +3,573 +75%
FAM
1412
Formidable Asset Management
Ohio
$1.49M -$36.2K -200 -2%
DWM
1413
Drive Wealth Management
Utah
$1.49M +$360K +1,990 +31%
HTWM
1414
Hartmann Taylor Wealth Management
Texas
$1.48M – – –
WPW
1415
Waldron Private Wealth
Pennsylvania
$1.48M +$1.28M +7,069 +557%
JCM
1416
Jacobi Capital Management
Pennsylvania
$1.48M -$206K -1,140 -12%
VCM
1417
Versant Capital Management
Arizona
$1.48M +$45.1K +249 +3%
CW
1418
Curio Wealth
Maryland
$1.48M +$1.38M +7,610 New
FAL
1419
Focused Alpha LLC
Colorado
$1.48M +$1.5M +8,313 New
SIA
1420
Strategic Investment Advisors
Michigan
$1.48M +$870K +4,804 +137%
AWM
1421
Avondale Wealth Management
Texas
$1.48M -$181K -1,000 -11%
OPF
1422
Old Peak Finance
North Carolina
$1.48M +$1.5M +8,300 New
ICP
1423
Interchange Capital Partners
Pennsylvania
$1.47M -$125K -689 -8%
GCA
1424
Gallagher Capital Advisors
Texas
$1.47M -$456K -2,520 -23%
WCAMG
1425
Woodard & Company Asset Management Group
North Carolina
$1.47M +$283K +1,565 +23%
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