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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
551
Callan Family Office
Pennsylvania
$8.64M -$361K -2,650 -3%
WANY
552
Wealthspire Advisors (New York)
New York
$8.63M +$3.7M +27,144 +58%
SCM
553
Sterling Capital Management
North Carolina
$8.6M +$1M +7,349 +11%
EWA
554
EP Wealth Advisors
California
$8.59M +$4.28M +31,374 +74%
NMIMC
555
Northwestern Mutual Investment Management Company
Wisconsin
$8.59M +$71.3K +523 +0.7%
AFG
556
Atomi Financial Group
New York
$8.58M +$81.7K +599 +0.8%
MSFP
557
Mark Sheptoff Financial Planning
Connecticut
$8.57M +$15.7K +115 +0.2%
AF
558
AGP Franklin
Tennessee
$8.56M -$842K -6,174 -8%
ECM
559
Empirical Capital Management
Tennessee
$8.52M +$546K +4,000 +6%
ISWM
560
Independent Solutions Wealth Management
New York
$8.51M -$371K -2,722 -4%
HIC
561
Hartline Investment Corp
Illinois
$8.39M -$1.3M -9,538 -12%
CL
562
Choreo LLC
Illinois
$8.3M +$65.6K +481 +0.7%
SGM
563
Seven Grand Managers
New York
$8.28M – – –
MA
564
McBroom & Associates
Nevada
$8.24M -$153K -1,124 -2%
UCFA
565
United Capital Financial Advisors
Texas
$8.23M -$646K -4,735 -6%
S
566
SignatureFD
Georgia
$8.2M -$245K -1,794 -2%
SCTC
567
Sanibel Captiva Trust Company
Florida
$8.19M +$353K +2,591 +4%
SW
568
SlateStone Wealth
Florida
$8.19M -$325K -2,386 -3%
BWM
569
Bosman Wealth Management
California
$8.16M -$756K -5,544 -7%
DAS
570
Dynamic Advisor Solutions
Arizona
$8.16M -$2.55M -18,708 -21%
TCA
571
Trifecta Capital Advisors
Illinois
$8.13M +$130K +956 +1%
A
572
Allianz
Germany
$8.11M +$921K +6,753 +11%
RBI
573
Raiffeisen Bank International
Austria
$8.1M +$1.88M +13,757 +24%
AWM
574
Axxcess Wealth Management
California
$8.08M -$517K -3,788 -5%
OIMU
575
Osmosis Investment Management UK
United Kingdom
$8.08M -$9.99M -73,239 -51%
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