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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
526
Fernwood Investment Management
Massachusetts
$298K +$302K +12,390 New
SSWM
527
Sheets Smith Wealth Management
North Carolina
$290K +$294K +12,050 New
GC
528
Gratus Capital
Georgia
$289K +$293K +12,030 New
MTIM
529
Marathon Trading Investment Management
Pennsylvania
$288K -$580K -23,800 -66%
G
530
GenTrust
Florida
$288K – – –
BAM
531
Belpointe Asset Management
Nevada
$288K +$15K +613 +5%
WP
532
Waycross Partners
Kentucky
$288K +$293K +12,000 New
ZCA
533
Zeke Capital Advisors
Pennsylvania
$288K +$293K +12,000 New
CI
534
Cigna Investments
Connecticut
$287K +$47.6K +1,953 +20%
SF
535
Synovus Financial
Georgia
$286K +$80.5K +3,300 +38%
APWA
536
Atlas Private Wealth Advisors
New Jersey
$285K – – –
HFP
537
Holistic Financial Partners
Indiana
$282K +$244 +10 +0.1%
BCA
538
Bay Colony Advisors
Massachusetts
$282K +$6.1K +250 +2%
BHB
539
Bank Hapoalim BM
Israel
$277K -$45.7K -1,875 -14%
ASFA
540
All Season Financial Advisors
Colorado
$275K +$279K +11,441 New
IWP
541
Icon Wealth Partners
Texas
$273K +$12.9K +530 +5%
BO
542
BRR OpCo
Ohio
$272K -$99.4K -4,077 -27%
PJSIMP
543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K – – –
HWA
544
HCR Wealth Advisors
California
$270K +$273K +11,213 New
SAM
545
Strategy Asset Managers
California
$268K +$23.9K +979 +10%
MCC
546
Malaga Cove Capital
California
$267K +$271K +11,105 New
MFW
547
Meristem Family Wealth
Minnesota
$267K +$271K +11,111 New
CWM
548
Concentrum Wealth Management
California
$265K +$269K +11,023 New
MIG
549
McGuire Investment Group
Rhode Island
$265K +$269K +11,030 New
BWCS
550
Beirne Wealth Consulting Services
Connecticut
$264K – – –
20 21
22
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