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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2051
Barnes Pettey Financial Advisors
Mississippi
$439K -$91.2K -563 -19%
AF
2052
Atala Financial
California
$439K – – –
FWP
2053
Falcon Wealth Planning
California
$437K +$128K +789 +49%
ATI
2054
ARK & TLK Investments
Oklahoma
$437K +$388K +2,395 New
NWAG
2055
Net Worth Advisory Group
Utah
$436K +$388K +2,391 New
MHWM
2056
Montz Harcus Wealth Management
Louisiana
$436K +$64.5K +398 +20%
AWP
2057
Axis Wealth Partners
Rhode Island
$434K +$11.5K +71 +3%
SW
2058
SkyOak Wealth
Michigan
$433K -$229K -1,410 -37%
SFM
2059
Signet Financial Management
New Jersey
$433K +$21.1K +130 +6%
AUB
2060
Atlantic Union Bankshares
Virginia
$431K +$169K +1,041 +79%
SPWG
2061
Syntegra Private Wealth Group
Missouri
$431K +$14.7K +91 +4%
CS
2062
Cannell & Spears
New York
$429K +$47.5K +293 +14%
FG
2063
Fiduciary Group
Georgia
$429K +$381K +2,353 New
MPCG
2064
Matrix Private Capital Group
New York
$429K -$40.5K -250 -10%
CSWG
2065
Cardinal Strategic Wealth Guidance
Kentucky
$429K +$381K +2,350 New
EBSAM
2066
Eubel Brady & Suttman Asset Management
Ohio
$428K – – –
ONSWM
2067
Old North State Wealth Management
North Carolina
$428K +$2.43K +15 +0.6%
AWA
2068
Aletheian Wealth Advisors
Washington
$428K -$26.1K -161 -6%
CA
2069
Centerpoint Advisors
Massachusetts
$427K -$10.5K -65 -3%
GAM
2070
Gould Asset Management
California
$427K – – –
3IP
2071
3Chopt Investment Partners
Virginia
$427K +$20.1K +124 +6%
EWA
2072
Exit Wealth Advisors
Georgia
$426K +$378K +2,333 New
KAM
2073
Knightsbridge Asset Management
California
$425K +$137K +847 +57%
BFA
2074
Bill Few Associates
Pennsylvania
$425K +$83.5K +515 +28%
SP
2075
Stonebrook Private
Michigan
$425K +$88.8K +548 +31%
81 82
83
84 85