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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2851
Rialto Wealth Management
New York
$126K -$44K -243 -25%
OSNBOA
2852
Old Second National Bank of Aurora
Illinois
$124K – – –
CIAS
2853
CBIZ Investment Advisory Services
Ohio
$117K -$543 -3 -0.5%
PWMA
2854
Pension & Wealth Management Advisors
Massachusetts
$117K -$51.4K -284 -30%
CPG
2855
Cornerstone Planning Group
New Jersey
$115K -$17K -94 -11%
DWM
2856
Dogwood Wealth Management
Kansas
$111K +$32.4K +179 +40%
GWS
2857
Greykasell Wealth Strategies
California
$110K – – –
KB
2858
Kimelman & Baird
New York
$110K +$57.9K +320 +107%
CWM
2859
Copia Wealth Management
Oregon
$109K -$7.06K -39 -6%
UOTTAIMCU
2860
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$107K -$67.9K -375 -38%
PWA
2861
Provenance Wealth Advisors
Florida
$105K – – –
AF
2862
Alerus Financial
North Dakota
$103K – – –
FWA
2863
Flagship Wealth Advisors
Massachusetts
$102K +$72.4K +400 +229%
MSWA
2864
Marshall & Sterling Wealth Advisors
New York
$101K -$63.9K -353 -38%
MB
2865
MidFirst Bank
Oklahoma
$99.2K +$774K +4,275 New
LWMI
2866
Legacy Wealth Management (Idaho)
Idaho
$97.2K -$51.8K -286 -34%
HWP
2867
Highline Wealth Partners
California
$95.8K +$724 +4 +0.7%
CVM
2868
Cheviot Value Management
California
$95.4K +$19.2K +106 +21%
PMFA
2869
Plante Moran Financial Advisors
Michigan
$94.9K +$2.71K +15 +3%
VNA
2870
Valley National Advisers
Pennsylvania
$94K -$40.6K -224 -30%
CSB
2871
City State Bank
Iowa
$93.3K -$28.1K -155 -23%
BFPW
2872
BOK Financial Private Wealth
Colorado
$93.1K +$94.9K +524 New
CT
2873
Caldwell Trust
Florida
$92.4K +$21.7K +120 +30%
WAM
2874
Wolverine Asset Management
Illinois
$90.3K +$92K +508 New
ZC
2875
Zeit Capital
Colorado
$88.9K -$27.2K -150 -23%
113 114
115
116 117