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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1926
CVFG LLC
Indiana
$381K -$36.4K -310 -10%
TWP
1927
Triad Wealth Partners
Kansas
$381K +$328K +2,793 New
DIM
1928
DLK Investment Management
California
$381K +$327K +2,792 New
ASC
1929
Atalanta Sosnoff Capital
New York
$380K +$327K +2,790 New
SWGC
1930
Summit Wealth Group (Colorado)
Colorado
$380K +$327K +2,790 New
PPW
1931
Pasadena Private Wealth
California
$379K -$25.3K -216 -7%
BWG
1932
Boomfish Wealth Group
Georgia
$379K +$8.56K +73 +3%
NIWA
1933
New Insight Wealth Advisors
California
$377K -$51.8K -442 -14%
TF
1934
Trek Financial
Arizona
$375K +$323K +2,754 New
CM
1935
Capula Management
Cayman Islands
$375K +$65.1K +555 +25%
WGS
1936
Washington Growth Strategies
District of Columbia
$375K +$312K +2,664 +3,171%
AHL
1937
Abel Hall LLC
Louisiana
$375K +$323K +2,750 New
CB
1938
Chris Bulman
California
$375K +$322K +2,749 New
TWA
1939
TCI Wealth Advisors
Arizona
$374K +$322K +2,746 New
HC
1940
Headland Capital
South Carolina
$374K -$4.81K -41 -1%
SWA
1941
Sax Wealth Advisors
New Jersey
$373K -$118K -1,009 -27%
AGM
1942
Alpine Global Management
New York
$372K +$320K +2,730 New
AFA
1943
American Financial Advisors
Georgia
$372K +$320K +2,729 New
MIFH
1944
Migdal Insurance & Financial Holdings
Israel
$372K +$235K +2,000 +274%
AW
1945
Avion Wealth
Texas
$371K +$256K +2,185 +407%
RPC
1946
Rossmore Private Capital
Connecticut
$371K +$319K +2,720 New
CT
1947
Colonial Trust
South Carolina
$371K +$179K +1,528 +128%
CWMGO
1948
Capstone Wealth Management Group (Oregon)
Oregon
$370K -$54K -460 -14%
EFG
1949
Elios Financial Group
Ohio
$370K +$821 +7 +0.3%
CF
1950
Claris Financial
Virginia
$369K +$317K +2,706 New
76 77
78
79 80