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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2201
Medallion Wealth Advisors
Connecticut
$380K +$146K +955 +58%
TNA
2202
True North Advisors
Texas
$380K +$187K +1,226 +89%
CP
2203
Canopy Partners
Ohio
$379K -$38.4K -251 -9%
OWM
2204
OneAscent Wealth Management
Alabama
$379K -$1.68K -11 -0.4%
EWP
2205
Elevation Wealth Partners
California
$378K +$68.7K +449 +21%
SWP
2206
Summit Wealth Partners
Florida
$378K +$395K +2,583 New
CB
2207
CNB Bank
Pennsylvania
$377K +$37.2K +243 +10%
SPA
2208
Shore Point Advisors
New Jersey
$376K +$87.2K +570 +29%
MPCG
2209
Matrix Private Capital Group
New York
$376K +$33.5K +219 +9%
CAG
2210
Centerpoint Advisory Group
Kansas
$375K +$206K +1,345 +110%
PWP
2211
Pursue Wealth Partners
California
$375K +$153K +1,000 +64%
SWM
2212
Scissortail Wealth Management
Oklahoma
$375K +$19.7K +129 +5%
HCM
2213
Hengehold Capital Management
Ohio
$375K +$142K +931 +57%
AFA
2214
American Financial Advisors
Georgia
$374K +$15.3K +100 +4%
ACGA
2215
Atlanta Consulting Group Advisors
Georgia
$374K +$8.41K +55 +2%
SIMG
2216
Stephens Investment Management Group
Texas
$373K – – –
FAM
2217
Flaharty Asset Management
Florida
$372K +$196K +1,283 +102%
CM
2218
Cercano Management
Washington
$372K – – –
IFWM
2219
Institute for Wealth Management
Colorado
$372K -$386K -2,524 -50%
MWA
2220
MN Wealth Advisors
Kansas
$372K +$388K +2,540 New
AWA
2221
Alta Wealth Advisors
Massachusetts
$371K +$135K +880 +53%
HR
2222
Howe & Rusling
New York
$369K +$4.74K +31 +1%
MMA
2223
Mizuho Markets Americas
New York
$368K -$14.9M -97,483 -97%
BMCM
2224
Burns Matteson Capital Management
New York
$368K -$441K -2,884 -53%
TAP
2225
TSG Advice Partners
Ohio
$368K +$133K +871 +53%
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89
90 91