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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2176
Canopy Partners
Ohio
$304K +$2.05K +15 +0.6%
CWM
2177
Concentrum Wealth Management
California
$304K +$59.6K +437 +20%
WG
2178
WMS Group
Louisiana
$303K -$234K -1,715 -40%
PWM
2179
Pathway Wealth Management
Texas
$303K – – –
FZCM
2180
Flynn Zito Capital Management
New York
$303K – – –
FP
2181
Financial Perspectives
Minnesota
$303K – – –
WA
2182
Winter & Associates
Minnesota
$302K – – –
ESB
2183
Essex Savings Bank
Connecticut
$302K -$40.7K -298 -10%
BRPW
2184
Ballast Rock Private Wealth
South Carolina
$302K +$16.4K +120 +5%
SIM
2185
Synergy Investment Management
Florida
$302K +$277K +2,031 +375%
AWA
2186
Alta Wealth Advisors
Massachusetts
$301K +$5.59K +41 +2%
SEP
2187
Signature Equity Partners
Ohio
$301K -$166K -1,220 -32%
NFG
2188
Norris Financial Group
South Carolina
$300K +$55.4K +406 +19%
MKA
2189
M. Kulyk & Associates
Georgia
$299K +$350K +2,563 New
OBWA
2190
Oak Barrel Wealth Advisory
Virginia
$299K +$349K +2,561 New
WCM
2191
Whitener Capital Management
North Carolina
$299K +$349K +2,561 New
AFA
2192
American Financial Advisors
Georgia
$299K – – –
PCM
2193
Poehling Capital Management
Wisconsin
$298K +$64.9K +476 +23%
PP
2194
Patten & Patten
Tennessee
$298K +$20.5K +150 +6%
BL
2195
Balentine LLC
Georgia
$298K +$349K +2,555 New
CM
2196
Cercano Management
Washington
$297K – – –
XWL
2197
XXI Wealth LLC
Illinois
$296K -$86.9K -637 -20%
PAG
2198
Private Advisory Group
Washington
$296K -$13.4K -98 -4%
OFP
2199
OFC Financial Planning
New Jersey
$296K +$58.7K +430 +20%
AMM
2200
American Money Management
California
$295K +$68.2K +500 +25%
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88
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