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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2126
Topsail Wealth Management
North Carolina
$286K +$246K +2,096 New
CWMP
2127
Clarion Wealth Managment Partners
Virginia
$286K +$246K +2,095 New
ARC
2128
Advisor Resource Council
Texas
$285K -$4.59M -39,166 -95%
UWPG
2129
Ullmann Wealth Partners Group
Florida
$285K +$245K +2,093 New
WFA
2130
Wellspring Financial Advisors
Ohio
$285K +$245K +2,090 New
OS
2131
Objectivity Squared
South Carolina
$284K +$244K +2,082 New
PSFG
2132
Park Square Financial Group
Georgia
$283K +$97.7K +833 +67%
AWS
2133
Arkfeld Wealth Strategies
Nebraska
$283K +$239K +2,037 New
PWA
2134
Physician Wealth Advisors
Utah
$283K +$55.1K +470 +29%
CIR
2135
Clear Investment Research
Georgia
$282K +$77.9K +664 +47%
EM
2136
ELCO Management
New York
$282K +$243K +2,070 New
EF
2137
Empirical Finance
Pennsylvania
$282K +$243K +2,070 New
CWA
2138
Consilio Wealth Advisors
Washington
$282K +$253K +2,156 New
CM
2139
Cornerstone Management
Georgia
$282K +$242K +2,067 New
QP
2140
Quilter Plc
United Kingdom
$282K +$242K +2,066 New
VFM
2141
Vision Financial Markets
Connecticut
$281K – – –
AGA
2142
Arkos Global Advisors
Texas
$281K +$242K +2,064 New
CS
2143
Cannell & Spears
New York
$281K +$242K +2,060 New
AW
2144
Alteri Wealth
California
$281K +$241K +2,059 New
DI
2145
DDFG Inc
California
$281K +$241K +2,059 New
SL
2146
Sentry LLC
Tennessee
$281K +$241K +2,058 New
GWMIA
2147
Global Wealth Management Investment Advisory
Florida
$280K -$195K -1,662 -45%
UF
2148
Univest Financial
Pennsylvania
$280K +$241K +2,052 New
TF
2149
Tudor Financial
Ohio
$279K +$240K +2,050 New
CGA
2150
Crescent Grove Advisors
Illinois
$279K +$240K +2,048 New
84 85
86
87 88