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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
MIC
401
Meridian Investment Counsel
California
$690K +$67.7K +2,775 +11%
AAS
402
Avantax Advisory Services
Texas
$689K +$187K +7,669 +36%
SWM
403
Spire Wealth Management
Virginia
$687K -$61.2K -2,510 -8%
PIM
404
Parker Investment Management
California
$682K +$370K +15,158 +115%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$682K +$255K +10,452 +58%
AIP
406
Almanack Investment Partners
Pennsylvania
$677K +$687K +28,163 New
HIA
407
Harbor Investment Advisory
Maryland
$671K -$14.7K -602 -2%
MFP
408
Michael F. Price
$668K
EWA
409
Exencial Wealth Advisors
Oklahoma
$666K +$276K +11,316 +69%
SAM
410
Stansberry Asset Management
Texas
$658K +$668K +27,388 New
MCM
411
MAI Capital Management
Ohio
$657K +$113K +4,643 +20%
SMH
412
Sanders Morris Harris
Texas
$655K +$129K +5,300 +24%
KFI
413
Key Financial Inc
Pennsylvania
$652K
RA
414
Resolute Advisors
California
$652K
GCM
415
Gables Capital Management
Florida
$649K +$598K +24,500 +980%
PDN
416
Pensionfund DSM Netherlands
Netherlands
$649K +$659K +27,000 New
SW
417
SlateStone Wealth
Florida
$648K +$657K +26,950 New
AC
418
Avestar Capital
New York
$647K -$880K -36,100 -57%
Neuberger Berman Group
419
Neuberger Berman Group
New York
$647K +$720K +29,523 New
PGAM
420
Princeton Global Asset Management
New Jersey
$644K +$190K +7,800 +41%
CCFM
421
Clear Creek Financial Management
Washington
$635K -$2.3M -94,234 -78%
TSS
422
Thomas Story & Son
Indiana
$629K +$18.9K +775 +3%
MMA
423
Miracle Mile Advisors
California
$628K +$637K +26,119 New
NL
424
NKCFO LLC
Illinois
$625K +$146K +6,000 +30%
EWM
425
Evercore Wealth Management
New York
$625K +$634K +26,000 New