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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2201
Norris Financial Group
South Carolina
$300K +$55.4K +406 +19%
MKA
2202
M. Kulyk & Associates
Georgia
$299K +$350K +2,563 New
OBWA
2203
Oak Barrel Wealth Advisory
Virginia
$299K +$349K +2,561 New
WCM
2204
Whitener Capital Management
North Carolina
$299K +$349K +2,561 New
AFA
2205
American Financial Advisors
Georgia
$299K – – –
PCM
2206
Poehling Capital Management
Wisconsin
$298K +$64.9K +476 +23%
PP
2207
Patten & Patten
Tennessee
$298K +$20.5K +150 +6%
BL
2208
Balentine LLC
Georgia
$298K +$349K +2,555 New
CM
2209
Cercano Management
Washington
$297K – – –
XWL
2210
XXI Wealth LLC
Illinois
$296K -$86.9K -637 -20%
PAG
2211
Private Advisory Group
Washington
$296K -$13.4K -98 -4%
OFP
2212
OFC Financial Planning
New Jersey
$296K +$58.7K +430 +20%
AMM
2213
American Money Management
California
$295K +$68.2K +500 +25%
MPCG
2214
Matrix Private Capital Group
New York
$295K -$5.46K -40 -2%
ITG
2215
Index Technologies Group
New York
$295K +$345K +2,527 New
HR
2216
Howe & Rusling
New York
$295K -$136 -1 -0%
WFC
2217
Western Financial Corp
California
$294K -$510K -3,735 -60%
FC
2218
FORA Capital
Florida
$294K +$344K +2,525 New
ACGA
2219
Atlanta Consulting Group Advisors
Georgia
$294K -$4.64K -34 -1%
AT
2220
Adelphi Trust
Florida
$294K +$344K +2,520 New
NB
2221
NBH Bank
Colorado
$294K +$344K +2,520 New
EFSCE
2222
Enterprise Financial Services Corp (EFSC)
Missouri
$294K -$135K -991 -28%
HCM
2223
Highview Capital Management
Illinois
$293K -$2.08M -15,232 -86%
SFS
2224
Summit Financial Strategies
Ohio
$293K +$17.3K +127 +5%
PWP
2225
Precedent Wealth Partners
Texas
$292K -$148K -1,085 -30%
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