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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
T
2201
Tidemark
California
$380K -$8.26K -54 -2%
PWM
2202
Pathway Wealth Management
Texas
$380K +$398K +2,600 New
FZCM
2203
Flynn Zito Capital Management
New York
$380K – – –
UW
2204
Unique Wealth
Florida
$380K +$33.9K +222 +9%
FP
2205
Financial Perspectives
Minnesota
$380K +$3.36K +22 +0.9%
MWA
2206
Medallion Wealth Advisors
Connecticut
$380K +$146K +955 +58%
TNA
2207
True North Advisors
Texas
$380K +$187K +1,226 +89%
CP
2208
Canopy Partners
Ohio
$379K -$38.4K -251 -9%
OWM
2209
OneAscent Wealth Management
Alabama
$379K -$1.68K -11 -0.4%
EWP
2210
Elevation Wealth Partners
California
$378K +$68.7K +449 +21%
SWP
2211
Summit Wealth Partners
Florida
$378K +$395K +2,583 New
CB
2212
CNB Bank
Pennsylvania
$377K +$37.2K +243 +10%
SPA
2213
Shore Point Advisors
New Jersey
$376K +$87.2K +570 +29%
MPCG
2214
Matrix Private Capital Group
New York
$376K +$33.5K +219 +9%
CAG
2215
Centerpoint Advisory Group
Kansas
$375K +$206K +1,345 +110%
PWP
2216
Pursue Wealth Partners
California
$375K +$153K +1,000 +64%
SWM
2217
Scissortail Wealth Management
Oklahoma
$375K +$19.7K +129 +5%
HCM
2218
Hengehold Capital Management
Ohio
$375K +$142K +931 +57%
AFA
2219
American Financial Advisors
Georgia
$374K +$15.3K +100 +4%
ACGA
2220
Atlanta Consulting Group Advisors
Georgia
$374K +$8.41K +55 +2%
Stephens Investment Management Group
2221
Stephens Investment Management Group
Texas
$373K – – –
FAM
2222
Flaharty Asset Management
Florida
$372K +$196K +1,283 +102%
CM
2223
Cercano Management
Washington
$372K – – –
IFWM
2224
Institute for Wealth Management
Colorado
$372K -$386K -2,524 -50%
MWA
2225
MN Wealth Advisors
Kansas
$372K +$388K +2,540 New