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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2101
Crosspoint Financial
California
$410K – – –
MIM
2102
Merrion Investment Management
New Jersey
$410K – – –
RMAM
2103
Raab & Moskowitz Asset Management
New Jersey
$409K -$63.5K -392 -15%
I
2104
INVST
Indiana
$407K -$103K -635 -22%
FCM
2105
Fogel Capital Management
Florida
$407K +$2.43K +15 +0.7%
PP
2106
Patten & Patten
Tennessee
$407K -$48.6K -300 -12%
CCAM
2107
Cascades Capital Asset Management
North Carolina
$407K +$46.7K +288 +15%
DP
2108
Dearborn Partners
Illinois
$406K -$13.9K -86 -4%
BIA
2109
BHK Investment Advisors
Alabama
$406K -$40.5K -250 -10%
SFI
2110
SPC Financial Inc
Maryland
$405K +$15.4K +95 +4%
UWPG
2111
Ullmann Wealth Partners Group
Florida
$403K +$19K +117 +6%
LWA
2112
Lantern Wealth Advisors
New York
$402K -$48.6K -300 -12%
WFA
2113
Wellspring Financial Advisors
Ohio
$402K +$18.3K +113 +5%
SCM
2114
Sage Capital Management
New Jersey
$401K – – –
IF
2115
Integrity Financial
Wyoming
$401K +$13.9K +86 +4%
CB
2116
CNB Bank
Pennsylvania
$401K +$279K +1,722 +361%
LPP
2117
Life Planning Partners
Florida
$401K – – –
RWA
2118
Rooted Wealth Advisors
Illinois
$401K +$375K +2,316 New
DIM
2119
DLK Investment Management
California
$401K -$96.6K -596 -21%
PFG
2120
Pinnacle Financial Group
Illinois
$400K +$1.3K +8 +0.4%
UW
2121
Unique Wealth
Florida
$400K +$14.4K +89 +4%
SMG
2122
Smart Money Group
Texas
$400K +$324 +2 +0.1%
BWM
2123
Bernard Wealth Management
Michigan
$400K -$79.4K -490 -18%
JLBC
2124
J.L. Bainbridge & Co
Florida
$399K -$23.2K -143 -6%
HOWA
2125
Heritage Oak Wealth Advisors
Florida
$399K +$354K +2,186 New
83 84
85
86 87