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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1601
Washington Trust Advisors
Massachusetts
$341K +$197K +2,244 +125%
WCFA
1602
Walkner Condon Financial Advisors
Wisconsin
$341K +$3.34K +38 +0.9%
DJSG
1603
D.J. St. Germain
Massachusetts
$340K -$65.9K -750 -16%
LIA
1604
Lynx Investment Advisory
District of Columbia
$340K – – –
JWM
1605
JFG Wealth Management
Colorado
$339K -$87.8K -1,000 -20%
CAM
1606
Covenant Asset Management
New Jersey
$338K +$119K +1,355 +51%
JWWM
1607
Johnson & White Wealth Management
Pennsylvania
$338K – – –
TB
1608
Terril Brothers
Missouri
$338K -$136K -1,547 -28%
CA
1609
Cullinan Associates
Kentucky
$338K – – –
KA
1610
KLCM Advisors
Wisconsin
$338K – – –
TCM
1611
Telos Capital Management
California
$338K – – –
AGP
1612
Autumn Glory Partners
Texas
$338K +$351K +4,000 New
MC
1613
Matisse Capital
Oregon
$338K +$351K +4,000 New
OC
1614
Oarsman Capital
Wisconsin
$336K +$94.9K +1,081 +37%
PCG
1615
Prosperity Consulting Group
Maryland
$336K -$72.5K -826 -17%
SWMP
1616
Signature Wealth Management Partners
New Jersey
$336K +$350K +3,980 New
MCIA
1617
Mountain Capital Investment Advisors
Colorado
$336K +$273K +3,113 New
OIS
1618
OneAscent Investment Solutions
Alabama
$335K +$348K +3,965 New
PCS
1619
Private Client Services
Kentucky
$334K +$348K +3,958 New
BWM
1620
BlackDiamond Wealth Management
New York
$333K +$249K +2,838 New
WJWM
1621
Williams Jones Wealth Management
New York
$333K -$28.4K -323 -8%
TWM
1622
Thrive Wealth Management
Pennsylvania
$332K -$50.9K -580 -13%
WAAG
1623
Wealth Alliance Advisory Group
Kansas
$332K +$68.5K +780 +25%
RCA
1624
Resonant Capital Advisors
Wisconsin
$331K +$66K +751 +24%
AAG
1625
Armstrong Advisory Group
Massachusetts
$331K – – –
63 64
65
66 67