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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2101
Certified Advisory Corp
Florida
$338K -$87.2K -639 -18%
RDWM
2102
Red Door Wealth Management
Tennessee
$338K +$25.5K +187 +7%
EV
2103
EJMK Ventures
Illinois
$338K -$164K -1,202 -29%
AF
2104
Aldebaran Financial
$338K +$104K +762 +36%
E
2105
Evansbrook
Illinois
$338K – – –
GA
2106
GoalVest Advisory
New York
$337K -$4.58M -33,549 -92%
QF
2107
QVT Financial
New York
$337K – – –
SWP
2108
Summit Wealth Partners
Florida
$336K +$40.9K +300 +12%
AWMT
2109
AAFMAA Wealth Management & Trust
North Carolina
$336K +$176K +1,291 +81%
HC
2110
Headland Capital
South Carolina
$335K -$70.9K -520 -15%
NHC
2111
Nicholas Hoffman & Company
Georgia
$335K -$42.4K -311 -10%
LT
2112
Legacy Trust
Michigan
$333K -$196K -1,434 -33%
BFC
2113
Blue Fin Capital
Rhode Island
$332K – – –
GKFF
2114
George Kaiser Family Foundation
Oklahoma
$332K +$388K +2,845 New
PGCM
2115
Prescott Group Capital Management
Oklahoma
$332K +$388K +2,845 New
LSWP
2116
Liberty Square Wealth Partners
Pennsylvania
$332K +$3.96K +29 +1%
RRA
2117
Round Rock Advisors
Connecticut
$331K +$1.09K +8 +0.3%
SGCA
2118
Steel Grove Capital Advisors
Tennessee
$331K +$27.3K +200 +8%
JFGLC
2119
Johnson Financial Group LLC (Colorado)
Colorado
$330K +$85.1K +624 +28%
UWS
2120
Unique Wealth Strategies
Illinois
$329K -$108K -792 -22%
HSWM
2121
Hubbell Strickland Wealth Management
Louisiana
$329K – – –
CWA
2122
Consilio Wealth Advisors
Washington
$328K -$19.2K -141 -5%
TA
2123
TKG Advisors
Indiana
$328K +$89.6K +657 +30%
RCG
2124
Regatta Capital Group
California
$328K +$14.1K +103 +4%
PWA
2125
Pitcairn Wealth Advisors
Pennsylvania
$327K +$383K +2,806 New
83 84
85
86 87