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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2151
MGO Private Wealth
California
$278K +$239K +2,038 New
BCWM
2152
Bartlett & Co Wealth Management
Ohio
$276K +$92.5K +789 +64%
RIA
2153
Regal Investment Advisors
Michigan
$276K -$719K -6,134 -75%
JTWM
2154
Jackson Thornton Wealth Management
Alabama
$276K +$232K +1,977 New
BI
2155
Beckerman Institutional
New Jersey
$276K +$238K +2,026 New
MWM
2156
Marietta Wealth Management
Georgia
$275K +$237K +2,020 New
BWA
2157
Bordeaux Wealth Advisors
California
$273K +$235K +2,001 New
CWM
2158
Consultiva Wealth Management
Puerto Rico
$273K – – –
MMG
2159
Monetary Management Group
Missouri
$273K – – –
AIFS
2160
A&I Financial Services
Colorado
$273K +$235K +2,000 New
AFG
2161
Altiora Financial Group
Ohio
$273K +$235K +2,000 New
AAM
2162
AMI Asset Management
California
$273K +$235K +2,000 New
ACM
2163
Argyle Capital Management
Pennsylvania
$273K +$235K +2,000 New
CIA
2164
Cohen Investment Advisors
New Hampshire
$273K +$235K +2,000 New
HCM
2165
Horrell Capital Management
Arkansas
$273K +$235K +2,000 New
SBF
2166
Sara-Bay Financial
Florida
$273K +$235K +2,000 New
SC
2167
Shay Capital
New York
$273K +$235K +2,000 New
SPA
2168
Shore Point Advisors
New Jersey
$273K +$235K +2,000 New
TFG
2169
Team Financial Group
California
$273K +$235K +2,000 New
NFP
2170
Narus Financial Partners
Utah
$272K +$234K +1,993 New
II
2171
Inspire Investing
Idaho
$271K +$234K +1,991 New
DC
2172
DeDora Capital
California
$271K +$234K +1,991 New
MHWM
2173
Montz Harcus Wealth Management
Louisiana
$271K +$234K +1,991 New
PA
2174
PharVision Advisers
Florida
$271K +$233K +1,988 New
TSW
2175
Three Seasons Wealth
Utah
$270K +$233K +1,984 New
85 86
87
88 89