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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1626
BXM Wealth
Colorado
$628K +$56.9K +485 +12%
VMMC
1627
V.M. Manning & Co
South Carolina
$627K +$470K +4,004 New
MC
1628
Matisse Capital
Oregon
$627K +$70.4K +600 +15%
ES
1629
ETF Store
Kansas
$625K +$3.52K +30 +0.7%
BHIA
1630
Birch Hill Investment Advisors
Massachusetts
$625K -$25.2K -215 -4%
CWM
1631
ClientFirst Wealth Management
Arkansas
$624K – – –
PFW
1632
Petros Family Wealth
Minnesota
$624K +$157K +1,342 +41%
CCM
1633
Canal Capital Management
Virginia
$623K +$46.6K +397 +10%
RZH
1634
Relyea Zuckerberg Hanson
Connecticut
$623K +$82.9K +707 +18%
SWAG
1635
Spectrum Wealth Advisory Group
California
$623K +$221K +1,884 +70%
IFWM
1636
Institute for Wealth Management
Colorado
$622K -$388K -3,309 -42%
MWM
1637
McMill Wealth Management
Nebraska
$620K -$58.4K -498 -10%
TM
1638
TigerOak Management
New Mexico
$620K +$1.17K +10 +0.2%
TB
1639
Terril Brothers
Missouri
$619K +$63.3K +540 +13%
OC
1640
Oarsman Capital
Wisconsin
$618K +$64.5K +550 +14%
FWMM
1641
Foundation Wealth Management (Missouri)
Missouri
$616K – – –
FAM
1642
Formidable Asset Management
Ohio
$616K – – –
LCGC
1643
Legacy Capital Group California
California
$615K +$5.63K +48 +1%
RFN
1644
RDA Financial Network
Iowa
$614K +$821 +7 +0.2%
VFG
1645
Victory Financial Group
Texas
$614K +$103K +879 +24%
WG
1646
Welch Group
Alabama
$614K +$1.99K +17 +0.4%
MWM
1647
Mindset Wealth Management
Indiana
$610K +$180K +1,533 +52%
CFS
1648
Commonwealth Financial Services
West Virginia
$609K -$2.58K -22 -0.5%
BHWM
1649
Beaird Harris Wealth Management
Texas
$609K +$44.3K +378 +9%
ACA
1650
Affinity Capital Advisors
California
$608K +$7.74K +66 +2%
64 65
66
67 68