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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2276
Osbon Capital Management
Massachusetts
$349K +$67K +438 +23%
SFS
2277
Summit Financial Strategies
Ohio
$348K +$10.9K +71 +3%
AF
2278
Atala Financial
California
$348K +$5.5K +36 +2%
CSWG
2279
Cardinal Strategic Wealth Guidance
Kentucky
$348K +$4.59K +30 +1%
AGC
2280
Aspen Grove Capital
Colorado
$348K +$25.8K +169 +8%
ACP
2281
Aviance Capital Partners
Florida
$347K -$77.7K -508 -18%
ONSWM
2282
Old North State Wealth Management
North Carolina
$346K +$153 +1 +0%
C
2283
Covestor
United Kingdom
$345K +$207K +1,353 +134%
GWMI
2284
Guardian Wealth Management (Illinois)
Illinois
$344K – – –
PWC
2285
Pathfinder Wealth Consulting
North Carolina
$343K +$15.3K +100 +4%
RWA
2286
Rooted Wealth Advisors
Illinois
$343K +$5.96K +39 +2%
SFC
2287
Strategic Financial Concepts
Texas
$341K +$357K +2,334 New
AA
2288
Altrafin AG
$341K +$152K +993 +74%
EWA
2289
Exit Wealth Advisors
Georgia
$341K +$10.4K +68 +3%
BAM
2290
BOS Asset Management
Illinois
$340K – – –
WDG
2291
Wealth Dimensions Group
Ohio
$340K +$102K +667 +40%
SVWAG
2292
Sound View Wealth Advisors Group
Georgia
$338K -$459 -3 -0.1%
MAA
2293
Matrix Asset Advisors
New York
$338K – – –
RIA
2294
Regal Investment Advisors
Michigan
$338K -$64.5K -422 -15%
SB
2295
Sunflower Bank
Texas
$338K +$6.88K +45 +2%
LWA
2296
Legacy Wealth Advisors
Florida
$338K +$353K +2,308 New
XSC
2297
X-Square Capital
Puerto Rico
$337K -$142K -930 -29%
CWM
2298
Consultiva Wealth Management
Puerto Rico
$336K – – –
RIP
2299
RAM Investment Partners
Washington
$336K +$56.7K +371 +19%
JCIA
2300
Jackson Creek Investment Advisors
Colorado
$336K +$351K +2,297 New
90 91
92
93 94