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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1626
Spartan Planning & Wealth Management
North Carolina
$628K +$540K +4,607 New
BW
1627
BXM Wealth
Colorado
$628K +$56.9K +485 +12%
VMMC
1628
V.M. Manning & Co
South Carolina
$627K +$470K +4,004 New
MC
1629
Matisse Capital
Oregon
$627K +$70.4K +600 +15%
ES
1630
ETF Store
Kansas
$625K +$3.52K +30 +0.7%
BHIA
1631
Birch Hill Investment Advisors
Massachusetts
$625K -$25.2K -215 -4%
CWM
1632
ClientFirst Wealth Management
Arkansas
$624K – – –
PFW
1633
Petros Family Wealth
Minnesota
$624K +$157K +1,342 +41%
CCM
1634
Canal Capital Management
Virginia
$623K +$46.6K +397 +10%
RZH
1635
Relyea Zuckerberg Hanson
Connecticut
$623K +$82.9K +707 +18%
SWAG
1636
Spectrum Wealth Advisory Group
California
$623K +$221K +1,884 +70%
IFWM
1637
Institute for Wealth Management
Colorado
$622K -$388K -3,309 -42%
MWM
1638
McMill Wealth Management
Nebraska
$620K -$58.4K -498 -10%
TM
1639
TigerOak Management
New Mexico
$620K +$1.17K +10 +0.2%
TB
1640
Terril Brothers
Missouri
$619K +$63.3K +540 +13%
OC
1641
Oarsman Capital
Wisconsin
$618K +$64.5K +550 +14%
FWMM
1642
Foundation Wealth Management (Missouri)
Missouri
$616K – – –
FAM
1643
Formidable Asset Management
Ohio
$616K – – –
LCGC
1644
Legacy Capital Group California
California
$615K +$5.63K +48 +1%
RFN
1645
RDA Financial Network
Iowa
$614K +$821 +7 +0.2%
VFG
1646
Victory Financial Group
Texas
$614K +$103K +879 +24%
WG
1647
Welch Group
Alabama
$614K +$1.99K +17 +0.4%
MWM
1648
Mindset Wealth Management
Indiana
$610K +$180K +1,533 +52%
CFS
1649
Commonwealth Financial Services
West Virginia
$609K -$2.58K -22 -0.5%
BHWM
1650
Beaird Harris Wealth Management
Texas
$609K +$44.3K +378 +9%
64 65
66
67 68