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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
1651
Capstone Wealth Management Group (Oregon)
Oregon
$236K +$182K +3,125 New
GWP
1652
Gen-Wealth Partners
Michigan
$236K +$874 +15 +0.5%
SIM
1653
Seaview Investment Managers
Florida
$236K +$182K +3,121 New
SFG
1654
Sovereign Financial Group
Connecticut
$236K +$181K +3,115 New
QL
1655
Quarry LP
New York
$235K -$131K -2,257 -42%
PFM
1656
Peak Financial Management
Massachusetts
$234K +$180K +3,090 New
LIG
1657
Lokken Investment Group
Delaware
$233K +$180K +3,082 New
HSWM
1658
Hubbell Strickland Wealth Management
Louisiana
$230K +$177K +3,045 New
MIM
1659
Martin Investment Management
Florida
$230K +$177K +3,040 New
RMC
1660
Ring Mountain Capital
California
$229K +$177K +3,032 New
MW
1661
Marcum Wealth
Ohio
$229K +$176K +3,028 New
WWP
1662
Wise Wealth Partners
Arizona
$229K +$176K +3,022 New
IIC
1663
Ironwood Investment Counsel
Arizona
$228K +$176K +3,020 New
TWA
1664
Trace Wealth Advisors
California
$228K +$176K +3,020 New
WWP
1665
WR Wealth Planners
Missouri
$228K -$77.4K -1,329 -31%
PCM
1666
Poehling Capital Management
Wisconsin
$228K +$175K +3,012 New
LAS
1667
Lloyd Advisory Services
Georgia
$228K +$175K +3,011 New
GWAG
1668
Garrett Wealth Advisory Group
Texas
$227K +$175K +3,005 New
EB
1669
Eastern Bank
Massachusetts
$227K – – –
OW
1670
Olistico Wealth
Oklahoma
$227K – – –
ABLA
1671
Alan B. Lancz & Associates
Ohio
$227K +$175K +3,000 New
FCM
1672
Fairbanks Capital Management
California
$227K +$175K +3,000 New
IF
1673
IRON Financial
Illinois
$227K +$175K +3,000 New
KCM
1674
Kaye Capital Management
California
$227K +$175K +3,000 New
KWA
1675
Kellett Wealth Advisors
Ohio
$227K +$175K +3,000 New
65 66
67
68 69