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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1926
Wood Tarver Financial Group
Idaho
$662K – – –
RRA
1927
Red Reef Advisors
Florida
$662K +$674K +3,722 New
MWP
1928
Meriwether Wealth & Planning
Louisiana
$661K -$21.5K -119 -3%
EB
1929
Eastern Bank
Massachusetts
$660K +$36.9K +204 +6%
DCM
1930
Dudley Capital Management
Virginia
$659K -$25.3K -140 -4%
MWP
1931
Madison Wealth Partners
Wisconsin
$659K +$122K +675 +22%
PT
1932
Plimoth Trust
Massachusetts
$659K +$671K +3,709 New
WSWA
1933
Warren Street Wealth Advisors
California
$659K -$129K -710 -16%
CIS
1934
Continental Investors Services
Washington
$659K +$66.1K +365 +9%
AWM
1935
Adams Wealth Management
Utah
$658K -$90.5K -500 -12%
CI
1936
CacheTech Inc
Utah
$658K -$90.5K -500 -12%
B
1937
Bailard
California
$658K -$184K -1,017 -22%
GCP
1938
GSA Capital Partners
United Kingdom
$655K +$17K +94 +3%
AW
1939
Alchemi Wealth
Connecticut
$654K +$666K +3,679 New
UWS
1940
Unique Wealth Strategies
Illinois
$653K -$916K -5,059 -58%
EV
1941
EJMK Ventures
Illinois
$652K +$664K +3,669 New
CCM
1942
Cohen Capital Management
California
$652K – – –
GA
1943
Greenspring Advisors
Maryland
$652K +$664K +3,667 New
AOWM
1944
Asset One Wealth Management
Washington
$651K +$798K +4,409 New
TW
1945
Traveka Wealth
California
$651K -$5.79K -32 -0.9%
WJWM
1946
Williams Jones Wealth Management
New York
$651K -$43.4K -240 -6%
CWM
1947
Cabot Wealth Management
Massachusetts
$650K – – –
PWS
1948
Proactive Wealth Strategies
Georgia
$650K -$127K -700 -16%
PPA
1949
Pilgrim Partners Asia
Singapore
$647K – – –
BWM
1950
BCGM Wealth Management
Indiana
$647K – – –
76 77
78
79 80