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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
526
Annex Advisory Services
Wisconsin
$280K – – –
AFG
527
Atomi Financial Group
New York
$279K -$33.4K -2,937 -14%
CAM
528
Concorde Asset Management
Michigan
$279K +$207K +18,183 New
FVWA
529
Foster Victor Wealth Advisors
South Carolina
$273K +$198K +17,405 New
MAS
530
Meeder Advisory Services
Ohio
$271K +$20.9K +1,841 +12%
HH
531
Hilltop Holdings
Texas
$270K +$201K +17,643 New
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$268K +$199K +17,500 New
YCM
533
Yousif Capital Management
Michigan
$268K -$7.33K -645 -4%
NC
534
NinePointTwo Capital
California
$267K -$134K -11,796 -40%
MYAM
535
Meiji Yasuda Asset Management
Japan
$267K +$24.9K +2,190 +14%
BHPW
536
Beverly Hills Private Wealth
California
$266K – – –
CWM
537
Chemistry Wealth Management
New York
$265K – – –
ACM
538
AlphaStar Capital Management
North Carolina
$265K +$196K +17,271 New
EDRH
539
Edmond de Rothschild Holding
Switzerland
$264K -$102K -9,000 -34%
TWM
540
Tradition Wealth Management
Minnesota
$262K +$3.69K +325 +2%
HFM
541
Harvest Fund Management
China
$262K +$108K +9,504 +125%
FMLI
542
Fukoku Mutual Life Insurance
Japan
$262K -$49K -4,315 -20%
PI
543
PFG Investments
New York
$261K +$20.1K +1,768 +12%
XS
544
XR Securities
Illinois
$259K +$66.2K +5,821 +53%
SC
545
Scotia Capital
Ontario, Canada
$258K +$2.76K +243 +1%
JF
546
Joule Financial
Kentucky
$258K -$99.2K -8,731 -34%
SFS
547
Starfox Financial Services
Texas
$257K – – –
SIA
548
Sage Investment Advisers
New York
$256K +$190K +16,700 New
POIA
549
Pin Oak Investment Advisors
Texas
$254K – – –
CW
550
CreativeOne Wealth
Kansas
$254K +$59.5K +5,238 +46%
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