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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
551
Comerica Securities
Michigan
$112K +$13.1K +1,675 +14%
TAM
552
Tocqueville Asset Management
New York
$112K +$11.7K +1,500 +13%
FIM
553
Fernwood Investment Management
Massachusetts
$110K +$587 +75 +0.6%
CA
554
Claro Advisors
Massachusetts
$110K +$1.81K +231 +2%
RIA
555
Realta Investment Advisors
Delaware
$108K +$1.14K +145 +1%
KFA
556
Kapstone Financial Advisors
Ohio
$108K – – –
ISWM
557
Independent Solutions Wealth Management
New York
$108K +$7.83K +1,000 +9%
LW
558
Lauer Wealth
Indiana
$107K +$247K +31,545 New
OWA
559
Octavia Wealth Advisors
Ohio
$107K +$1.96K +250 +2%
EWM
560
Edge Wealth Management
New York
$106K -$9.48K -1,211 -9%
B
561
Bellecapital
Switzerland
$105K -$106K -13,500 -52%
IA
562
IFG Advisory
Georgia
$105K – – –
BLC
563
Brown, Lisle/Cummings
Rhode Island
$105K – – –
WKSWA
564
White Knight Strategic Wealth Advisors
New Jersey
$104K – – –
AGA
565
Accuvest Global Advisors
Utah
$104K +$96.5K +12,325 New
C
566
Certuity
Florida
$103K +$95.1K +12,149 New
MCM
567
Mainstay Capital Management
Michigan
$102K – – –
FRA
568
Frank Rimerman Advisors
California
$102K +$94.5K +12,076 New
BWM
569
Baystate Wealth Management
Massachusetts
$101K -$3.91K -500 -4%
CA
570
Clearstead Advisors
Ohio
$101K -$3.9K -498 -4%
SP
571
Symmetry Partners
Connecticut
$101K – – –
SAM
572
S.A. Mason
Michigan
$100K +$391 +50 +0.4%
SDWIA
573
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$99.6K +$8.43K +1,077 +10%
MSAM
574
Moloney Securities Asset Management
Missouri
$99.2K – – –
SBIA
575
Sheaff Brock Investment Advisors
Indiana
$99.1K -$14.1K -1,800 -13%
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