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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
2651
Financial Synergies Wealth Advisors
Texas
– -$367K -4,353 Closed
AGP
2652
Autumn Glory Partners
Texas
– -$338K -4,000 Closed
SMH
2653
Sanders Morris Harris
Texas
– -$313K -3,700 Closed
KWA
2654
Kellett Wealth Advisors
Ohio
– -$302K -3,581 Closed
GRR
2655
Golden Reserve Retirement
Ohio
– -$299K -3,537 Closed
AAM
2656
Azzad Asset Management
Virginia
– -$296K -3,512 Closed
SRL
2657
Scientech Research LLC
New Jersey
– -$289K -3,419 Closed
N
2658
Numerai
California
– -$271K -3,205 Closed
DIS
2659
Diversified Investment Strategies
Louisiana
– -$270K -3,200 Closed
FC
2660
Farringdon Capital
United Kingdom
– -$259K -3,071 Closed
FIA
2661
FNY Investment Advisers
New York
– -$329K -2,801 Closed
AWM
2662
Altus Wealth Management
Kentucky
– -$223K -2,638 Closed
QCM
2663
Qsemble Capital Management
New York
– -$217K -2,571 Closed
OFG
2664
Oxford Financial Group
Indiana
– -$211K -2,505 Closed
MC
2665
Mathes Company
New York
– -$211K -2,500 Closed
PDL
2666
Portfolio Design Labs
California
– -$209K -2,474 Closed
AWA
2667
Alta Wealth Advisors
Massachusetts
– -$205K -2,426 Closed
RTC
2668
Riverview Trust Company
Washington
– -$154K -1,821 Closed
SMFG
2669
Sumitomo Mitsui Financial Group
Japan
– -$211K -1,800 Closed
GWM
2670
Graybill Wealth Management
Illinois
– -$118K -1,400 Closed
TCPG
2671
Trivant Custom Portfolio Group
California
– -$86.1K -1,020 Closed
MIM
2672
Marshall Investment Management
Colorado
– -$77.4K -917 Closed
PFPT
2673
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$67.7K -895 Closed
WT
2674
Washington Trust
Rhode Island
– -$69.6K -825 Closed
CWC
2675
Carolinas Wealth Consulting
North Carolina
– -$67.4K -798 Closed
104 105 106
107
108