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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
526
Valeo Financial Advisors
Indiana
$539K +$12K +675 +2%
EWM
527
Evercore Wealth Management
New York
$534K -$338 -19 -0.1%
CMI
528
Clare Market Investments
Texas
$533K +$553K +31,050 New
MA
529
MCF Advisors
Kentucky
$529K – – –
NA
530
Navellier & Associates
Nevada
$526K +$145K +8,126 +36%
SCA
531
Sandy Cove Advisors
Massachusetts
$518K – – –
VCP
532
Verus Capital Partners
Arizona
$518K +$57.9K +3,250 +12%
TG
533
TCW Group
California
$514K +$521K +29,250 New
OCBCO
534
Oversea-Chinese Banking Corp (OCBC)
Singapore
$512K +$527K +29,585 New
STAS
535
Strong Tower Advisory Services
Minnesota
$508K +$16.7K +937 +3%
HH
536
Hilltop Holdings
Texas
$507K -$42.6K -2,390 -7%
BJL
537
Brighton Jones LLC
Washington
$506K -$12.6K -706 -2%
AFM
538
Armstrong Fleming & Moore
District of Columbia
$501K -$99.6K -5,593 -16%
AMBIA
539
Allen Mooney & Barnes Investment Advisors
Georgia
$495K +$43.4K +2,436 +9%
WKWM
540
Walter & Keenan Wealth Management
Indiana
$487K -$8.91K -500 -2%
JSL
541
JT Stratford LLC
Georgia
$484K +$202K +11,314 +67%
RWMG
542
Redwood Wealth Management Group
New Jersey
$484K -$18.3K -1,030 -4%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$482K – – –
TCM
544
Traynor Capital Management
Pennsylvania
$476K +$73.7K +4,136 +18%
SRC
545
Sage Rhino Capital
California
$474K – – –
CCFM
546
Clear Creek Financial Management
Washington
$474K +$8.37K +470 +2%
AG
547
AlTi Global
New York
$470K +$488K +27,376 New
KFI
548
Key Financial Inc
Pennsylvania
$468K -$891 -50 -0.2%
PP
549
Paloma Partners
Connecticut
$467K +$485K +27,219 New
EL
550
EMFO LLC
Florida
$455K -$35.6K -2,000 -7%
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