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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
2351
Owl Creek Wealth Partners
Colorado
$317K +$331K +2,164 New
NFG
2352
Norris Financial Group
South Carolina
$316K -$87.8K -574 -21%
WAM
2353
WealthCare Asset Management
Missouri
$316K -$9.17K -60 -3%
TWM
2354
Topsail Wealth Management
North Carolina
$316K +$13K +85 +4%
TA
2355
TKG Advisors
Indiana
$315K -$209K -1,366 -39%
PIA
2356
Panoramic Investment Advisors
Colorado
$315K +$30.6K +200 +10%
VCM
2357
Vines Capital Management
Louisiana
$315K +$125K +816 +61%
SL
2358
Salomon & Ludwin
Virginia
$315K -$917 -6 -0.3%
VWS
2359
Virtus Wealth Solutions
New Jersey
$315K -$647K -4,229 -66%
HPC
2360
Hobart Private Capital
North Carolina
$314K +$5.05K +33 +2%
BCP
2361
Berkeley Capital Partners
Georgia
$314K +$46.3K +303 +16%
CA
2362
Commerce Advisors
Tennessee
$313K +$328K +2,143 New
IF
2363
IRON Financial
Illinois
$313K -$30.6K -200 -9%
AF
2364
Aldebaran Financial
$312K +$47.4K +310 +17%
FCM
2365
Fogel Capital Management
Florida
$312K +$24.5K +160 +8%
CAM
2366
Claret Asset Management
Quebec, Canada
$311K – – –
OCPWS
2367
One Charles Private Wealth Services
Massachusetts
$310K -$4.43K -29 -1%
RPGNY
2368
Retirement Planning Group (New York)
New York
$310K +$23.7K +155 +8%
PFA
2369
Pathway Financial Advisers
Indiana
$310K +$324K +2,118 New
CFWMA
2370
Center for Wealth Management Advisory
Ohio
$309K +$142K +928 +78%
MAWCM
2371
Mine & Arao Wealth Creation & Management
California
$309K – – –
DI
2372
DDFG Inc
California
$309K – – –
OFP
2373
OFC Financial Planning
New Jersey
$308K – – –
TIM
2374
Tortoise Investment Management
New York
$307K +$20.5K +134 +7%
CPA
2375
Cathy Pareto & Associates
Florida
$307K -$153 -1 -0%
93 94
95
96 97