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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
CCG Wealth Management
California
$463K -$26.6K -227 -6%
HCMG
1802
Howard Capital Management Group
California
$463K – – –
FSA
1803
Fort Sheridan Advisors
Illinois
$463K +$39.6K +338 +11%
NHC
1804
Nicholas Hoffman & Company
Georgia
$463K +$399K +3,398 New
TIA
1805
Traphagen Investment Advisors
New Jersey
$462K +$398K +3,392 New
IAG
1806
Investment Advisory Group
Massachusetts
$461K +$23.2K +198 +6%
FMN
1807
Financial Management Network
California
$457K +$62.6K +534 +19%
STA
1808
Smith Thornton Advisors
Alabama
$457K -$117K -1,000 -23%
SP
1809
Successful Portfolios
Florida
$457K -$704 -6 -0.2%
MWM
1810
Melfa Wealth Management
Massachusetts
$457K +$99.7K +850 +34%
BFG
1811
Berger Financial Group
Minnesota
$456K -$106K -908 -21%
EB
1812
Eastern Bank
Massachusetts
$456K +$39.6K +338 +11%
MNBTD
1813
Moody National Bank Trust Division
Texas
$455K +$99.7K +850 +34%
AWM
1814
Atticus Wealth Management
Florida
$455K +$265K +2,259 +209%
APP
1815
Avantax Planning Partners
Iowa
$455K +$20.3K +173 +5%
KA
1816
Kure Advisory
Minnesota
$454K +$20.5K +175 +6%
SLWA
1817
San Luis Wealth Advisors
California
$453K +$83.4K +711 +27%
RI
1818
Rinkey Investments
California
$452K +$389K +3,318 New
TPWA
1819
TRUE Private Wealth Advisors
Oregon
$452K +$12K +102 +3%
PHS
1820
Pekin Hardy Strauss
Illinois
$452K -$131K -1,115 -25%
OPWM
1821
Oakwell Private Wealth Management
Texas
$450K +$5.86K +50 +2%
CAM
1822
Costello Asset Management
Pennsylvania
$450K -$1.99K -17 -0.5%
HIC
1823
Holderness Investments Company
North Carolina
$449K +$386K +3,294 New
SFA
1824
Souders Financial Advisors
Ohio
$448K +$80K +682 +26%
RA
1825
Resolute Advisors
California
$447K -$14.1K -120 -4%
71 72
73
74 75