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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
2451
Optimum Investment Advisors
Illinois
$240K – – –
DI
2452
DAGCO Inc
Ohio
$239K +$18.6K +115 +10%
LTL
2453
Lowery Thomas LLC
California
$239K +$212K +1,310 New
PW
2454
PUREfi Wealth
Massachusetts
$239K +$212K +1,309 New
DA
2455
Dillon & Associates
Michigan
$238K +$211K +1,305 New
VPP
2456
Vertex Planning Partners
Illinois
$237K +$211K +1,302 New
WH
2457
Whitcomb & Hess
Ohio
$237K +$211K +1,301 New
PW
2458
Pandora Wealth
Illinois
$237K -$359K -2,215 -63%
SCM
2459
Sollinda Capital Management
Florida
$237K -$42.6K -263 -17%
OA
2460
Operose Advisors
Wisconsin
$237K -$6.32K -39 -3%
DW
2461
Dodds Wealth
Colorado
$237K +$210K +1,297 New
CFC
2462
Coyle Financial Counsel
Illinois
$236K +$209K +1,291 New
EFL
2463
ERn Financial LLC
Wisconsin
$235K +$209K +1,290 New
BDL
2464
Bey-Douglas LLC
Georgia
$235K +$209K +1,289 New
GL
2465
Gerber LLC
Ohio
$234K +$208K +1,283 New
SI
2466
Seeds Investor
New York
$233K +$207K +1,279 New
IA
2467
IFG Advisors
Missouri
$233K +$207K +1,278 New
UWM
2468
USAdvisors Wealth Management
Minnesota
$233K -$145K -896 -41%
BCG
2469
Bravias Capital Group
New Jersey
$232K -$364K -2,249 -64%
FGP
2470
Freestone Grove Partners
California
$232K +$206K +1,272 New
TAM
2471
Townsend Asset Management
North Carolina
$232K +$206K +1,270 New
FWP
2472
Firethorn Wealth Partners
Georgia
$232K -$36.1K -223 -15%
WPW
2473
Waldron Private Wealth
Pennsylvania
$231K +$206K +1,269 New
CCG
2474
Cypress Capital Group
Florida
$231K +$206K +1,268 New
CFP
2475
Cypress Financial Planning
New Jersey
$230K +$204K +1,261 New
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99
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