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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
2251
Patriot Investment Management Group
Tennessee
$234K +$202K +1,720 New
HWM
2252
Hobbs Wealth Management
Indiana
$234K +$202K +1,719 New
MCWS
2253
McKinley Carter Wealth Services
West Virginia
$234K +$201K +1,717 New
CWP
2254
CFM Wealth Partners
Texas
$234K +$201K +1,715 New
MW
2255
MBL Wealth
North Carolina
$234K +$201K +1,713 New
WWM
2256
Whalen Wealth Management
Nevada
$233K +$200K +1,709 New
CP
2257
Castleview Partners
Texas
$232K +$200K +1,705 New
FRM
2258
Fox Run Management
Connecticut
$232K +$200K +1,702 New
NAMNJ
2259
NorthStar Asset Management (New Jersey)
New Jersey
$232K +$200K +1,702 New
BIAS
2260
Beacon Investment Advisory Services
New Jersey
$232K +$199K +1,700 New
SFG
2261
Sather Financial Group
Texas
$232K +$199K +1,700 New
SAM
2262
Seelaus Asset Management
New Jersey
$232K +$199K +1,700 New
SAM
2263
SP Asset Management
California
$232K +$199K +1,700 New
IWM
2264
Iams Wealth Management
Nebraska
$231K +$199K +1,695 New
RPGNY
2265
Retirement Planning Group (New York)
New York
$231K +$198K +1,692 New
WA
2266
WESPAC Advisors
California
$231K +$198K +1,691 New
QFA
2267
Quattro Financial Advisors
Texas
$230K -$189K -1,610 -50%
CWM
2268
Cherrydale Wealth Management
New Jersey
$230K +$198K +1,686 New
NCM
2269
Next Capital Management
New York
$229K +$197K +1,682 New
RFA
2270
Reyes Financial Architecture
California
$229K +$172K +1,469 +696%
SHFP
2271
Second Half Financial Partners
Florida
$229K +$197K +1,679 New
ACM
2272
Adalta Capital Management
New York
$229K -$29.3K -250 -13%
BW
2273
BIP Wealth
Georgia
$228K -$168K -1,436 -46%
CV
2274
Counterweight Ventures
North Carolina
$228K +$197K +1,676 New
PFWA
2275
Paces Ferry Wealth Advisors
Georgia
$228K +$196K +1,674 New
89 90
91
92 93