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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1951
Elios Financial Group
Ohio
$370K +$821 +7 +0.3%
CF
1952
Claris Financial
Virginia
$369K +$317K +2,706 New
FZCM
1953
Flynn Zito Capital Management
New York
$368K – – –
FIC
1954
Family Investment Center
Missouri
$368K +$317K +2,699 New
HFS
1955
Hoge Financial Services
Pennsylvania
$368K +$317K +2,699 New
PWP
1956
Precedent Wealth Partners
Texas
$368K +$317K +2,699 New
SA
1957
Scarborough Advisors
Maryland
$368K +$33.5K +286 +12%
CWIG
1958
Chung Wu Investment Group
Texas
$365K -$93.8K -800 -23%
OWM
1959
Opes Wealth Management
California
$365K -$586 -5 -0.2%
BWM
1960
Bernard Wealth Management
Michigan
$365K – – –
AGC
1961
Aspen Grove Capital
Colorado
$365K +$314K +2,679 New
SGAM
1962
Smith Group Asset Management
Texas
$364K -$258K -2,200 -45%
ORG
1963
Optimist Retirement Group
Washington
$364K -$46.9K -400 -13%
WA
1964
Wealthstar Advisors
Texas
$363K +$29.3K +250 +10%
ATC
1965
Argent Trust Co
Tennessee
$362K +$7.15K +61 +2%
OWM
1966
OneAscent Wealth Management
Alabama
$362K -$234K -1,999 -43%
SEP
1967
Southland Equity Partners
Missouri
$361K +$311K +2,649 New
DWM
1968
DecisionMap Wealth Management
Virginia
$361K -$76.8K -655 -20%
PPWM
1969
Paragon Private Wealth Management
Kentucky
$361K +$15.7K +134 +5%
RMAM
1970
Raab & Moskowitz Asset Management
New Jersey
$359K +$9.5K +81 +3%
CCG
1971
Catalina Capital Group
California
$357K -$103K -877 -25%
VI
1972
Versor Investments
New York
$356K +$306K +2,612 New
BFA
1973
Beaumont Financial Advisors
Massachusetts
$356K +$306K +2,609 New
GWAG
1974
Garrett Wealth Advisory Group
Texas
$355K -$53.5K -456 -15%
WP
1975
Westmount Partners
California
$355K +$305K +2,602 New
77 78
79
80 81