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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
1826
Barnes Wealth Management Group
California
$447K +$27K +230 +8%
PPG
1827
Peak Planning Group
Colorado
$446K -$1.14M -9,741 -75%
TPWA
1828
Twin Peaks Wealth Advisors
California
$445K -$324K -2,764 -54%
IHL
1829
Investment House LLC
California
$444K -$117K -1,000 -23%
AC
1830
Allstate Corporation
Illinois
$444K -$8.17M -69,642 -96%
SIM
1831
Stratos Investment Management
Ohio
$444K +$382K +3,254 New
VAM
1832
Verity Asset Management
North Carolina
$443K – – –
IWP
1833
Insight Wealth Partners
Texas
$440K +$75.4K +643 +25%
FPGK
1834
Financial Partners Group (Kansas)
Kansas
$440K +$379K +3,229 New
ET
1835
Equitable Trust
Tennessee
$440K – – –
WWC
1836
Waypoint Wealth Counsel
Georgia
$439K +$377K +3,217 New
BWM
1837
BlackDiamond Wealth Management
New York
$438K +$60K +512 +18%
CPRC
1838
Consolidated Portfolio Review Corp
New York
$437K +$376K +3,208 New
LW
1839
Linscomb Wealth
Texas
$436K +$375K +3,201 New
CC
1840
Cornerstone Capital
California
$436K – – –
KIM
1841
Kestra Investment Management
Texas
$436K +$267K +2,273 +245%
VC
1842
Vicus Capital
Pennsylvania
$434K +$46.1K +393 +14%
BAM
1843
Bosun Asset Management
Illinois
$434K -$1.15M -9,831 -76%
NRC
1844
New Republic Capital
North Carolina
$433K +$50.7K +432 +16%
SSC
1845
Syverson Strege & Co
Iowa
$432K +$371K +3,166 New
WWM
1846
WJ Wealth Management
Arizona
$431K +$371K +3,164 New
AWA
1847
Amplius Wealth Advisors
Pennsylvania
$429K +$369K +3,149 New
T
1848
Tidemark
California
$428K +$52.3K +446 +17%
SFS
1849
Stiles Financial Services
Minnesota
$428K +$54.1K +461 +17%
FBB
1850
Fulton Breakefield Broenniman
Maryland
$428K +$368K +3,137 New
72 73
74
75 76